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McDonald's

3,414 hedge funds and large institutions have $166B invested in McDonald's in 2025 Q1 according to their latest regulatory filings, with 230 funds opening new positions, 1,383 increasing their positions, 1,351 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 145

32% more funds holding in top 10

Funds holding in top 10: 4762 (+15)

8% more capital invested

Capital invested by funds: $153B → $166B (+$12.8B)

1.77% more ownership

Funds ownership: 72.63%74.4% (+1.8%)

10% more call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.56B

2% more repeat investments, than reductions

Existing positions increased: 1,383 | Existing positions reduced: 1,351

1% more funds holding

Funds holding: 3,3863,414 (+28)

Holders
3,414
Holders Change
+28
Holders Change %
+0.83%
% of All Funds
45.77%
Holding in Top 10
62
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+31.91%
% of All Funds
0.83%
New
230
Increased
1,383
Reduced
1,351
Closed
145
Calls
$2.81B
Puts
$2.56B
Net Calls
+$250M
Net Calls Change
+$425M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
1026
DCM Advisors
New York
$3.44M -$15.6K -52 -0.5%
KJWM
1027
Kiley Juergens Wealth Management
Washington
$3.44M +$74.2K +248 +2%
BONST
1028
Bank of Nova Scotia Trust
Ontario, Canada
$3.44M -$36.2K -121 -1%
FFWA
1029
FRG Family Wealth Advisors
Washington
$3.44M -$105K -351 -3%
RMCM
1030
Reynders McVeigh Capital Management
Massachusetts
$3.44M -$442K -1,478 -12%
ECM
1031
Evergreen Capital Management
Washington
$3.43M -$495K -1,656 -13%
CWM
1032
Collaborative Wealth Management
Florida
$3.43M +$1.5K +5 +0%
MWM
1033
MOKAN Wealth Management
Kansas
$3.42M +$44.3K +148 +1%
CAM
1034
CPA Asset Management
Florida
$3.41M
CW
1035
CreativeOne Wealth
Kansas
$3.41M +$288K +962 +10%
BBWA
1036
Bell & Brown Wealth Advisors
California
$3.4M +$101K +338 +3%
S
1037
SimplyRich
California
$3.39M -$12.9K -43 -0.4%
RMAM
1038
Raab & Moskowitz Asset Management
New Jersey
$3.37M -$47.3K -158 -1%
CWM
1039
Chesapeake Wealth Management
Virginia
$3.37M -$73.6K -246 -2%
BJL
1040
Brighton Jones LLC
Washington
$3.37M +$446K +1,492 +16%
VSQM
1041
V-Square Quantitative Management
Illinois
$3.35M +$115K +385 +4%
FPW
1042
Fairvoy Private Wealth
Alabama
$3.35M +$66.1K +221 +2%
GI
1043
GLOBALT Investments
Georgia
$3.35M +$24.5K +82 +0.8%
CA
1044
CGN Advisors
Kansas
$3.35M +$8.08K +27 +0.3%
PL
1045
Plancorp LLC
Missouri
$3.34M +$234K +782 +8%
GL
1046
Graypoint LLC
New York
$3.34M +$638K +2,133 +25%
WBC
1047
West Branch Capital
Massachusetts
$3.34M +$220K +735 +7%
OBWP
1048
O'Brien Wealth Partners
Massachusetts
$3.34M +$15.3K +51 +0.5%
ISB
1049
Iowa State Bank
Iowa
$3.33M -$254K -850 -7%
KCPG
1050
Kavar Capital Partners Group
Kansas
$3.3M -$16.8K -56 -0.5%

MCD Hedge Fund Activity: Q1 2025 in Review

3,414 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2025, worth a combined $166B — up 8.4% from $153B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new MCD positions and 145 closed out — a net gain of 85 holders — while 1,383 added to existing stakes and 1,351 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $1.45B. The largest seller was Wellington Management Group, cutting an estimated $647M.

  • 3,414 institutional investors held McDonald's (MCD) as of Q1 2025, up from 3,386 in Q4 2024.
  • Funds reported $166B of McDonald's stock for Q1 2025, up 8.4% quarter-over-quarter.
  • 230 funds opened new McDonald's positions in Q1 2025 and 145 closed out, a net change of +85 holders.
  • The largest McDonald's buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $1.45B added.
  • The largest McDonald's seller in Q1 2025 was Wellington Management Group, an estimated $647M sold.

Based on aggregated 13F filings for Q1 2025.