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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
CT
1051
Chicago Trust
Illinois
$3.3M -$58K -194 -2%
SL
1052
Salomon & Ludwin
Virginia
$3.3M +$69.7K +233 +2%
AC
1053
AlphaCore Capital
California
$3.29M +$1.67M +5,579 +113%
AIP
1054
Ameritas Investment Partners
Nebraska
$3.28M -$755K -2,525 -19%
SBIA
1055
Sheaff Brock Investment Advisors
Indiana
$3.27M -$244K -816 -7%
PIM
1056
Penobscot Investment Management
Massachusetts
$3.26M -$83.2K -278 -3%
CSP
1057
Cary Street Partners
Virginia
$3.26M -$202K -674 -6%
P
1058
Pitcairn
Pennsylvania
$3.25M -$2.09K -7 -0.1%
DAC
1059
Dividend Assets Capital
South Carolina
$3.25M -$161K -537 -5%
WAM
1060
Weiss Asset Management
Massachusetts
$3.24M +$1.12M +3,747 +56%
AAIS
1061
ABN AMRO Investment Solutions
$3.24M -$1.19M -3,977 -28%
SIC
1062
Shoker Investment Counsel
Ohio
$3.24M +$55.6K +186 +2%
TW
1063
TritonPoint Wealth
Maryland
$3.23M +$14.7K +49 +0.5%
PS
1064
Principal Securities
Iowa
$3.22M +$2.09K +7 +0.1%
HWMO
1065
Heritage Wealth Management (Ohio)
Ohio
$3.22M -$127K -424 -4%
BFM
1066
Boothbay Fund Management
New York
$3.21M +$2.55M +8,509 +481%
BSA
1067
Braun Stacey Associates
New York
$3.21M +$351K +1,175 +13%
DA
1068
Denali Advisors
California
$3.2M -$61.3K -205 -2%
WG
1069
Wealth Group
North Carolina
$3.2M +$32.3K +108 +1%
MWM
1070
Modern Wealth Management
Kansas
$3.19M +$25.1K +84 +0.8%
SP
1071
Stonebrook Private
Michigan
$3.19M +$9.27K +31 +0.3%
TBT
1072
Texas Bank & Trust
Texas
$3.18M -$18.5K -62 -0.6%
SIAG
1073
Signet Investment Advisory Group
Rhode Island
$3.18M +$171K +573 +6%
ACP
1074
Aviance Capital Partners
Florida
$3.16M -$10.5K -35 -0.3%
NEAM
1075
New England Asset Management
Connecticut
$3.15M +$16.5K +55 +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.