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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
IIA
1076
ICW Investment Advisors
Arizona
$3.15M +$17.9K +60 +0.6%
FUBT
1077
First United Bank & Trust
Maryland
$3.14M -$48.5K -162 -2%
RSWM
1078
Robertson Stephens Wealth Management
California
$3.14M -$122K -408 -4%
MFGM
1079
Marshall Financial Group (Maryland)
Maryland
$3.14M -$3.29K -11 -0.1%
MAM
1080
Magellan Asset Management
Australia
$3.14M
FAM
1081
Formidable Asset Management
Ohio
$3.14M +$67.9K +227 +2%
CCA
1082
Checchi Capital Advisers
California
$3.13M +$44.6K +149 +2%
SIC
1083
SJS Investment Consulting
Ohio
$3.13M +$1.2K +4 +0%
AF
1084
AGP Franklin
Tennessee
$3.13M +$10.5K +35 +0.4%
KFBMI
1085
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.12M
SAMT
1086
Select Asset Management & Trust
Pennsylvania
$3.12M
HRC
1087
Hoertkorn Richard Charles
$3.12M -$668K -2,232 -18%
AO
1088
Advisor OS
Illinois
$3.12M +$177K +593 +6%
WFS
1089
Widmann Financial Services
Maryland
$3.09M -$299 -1 -0%
CNBTD
1090
Citizens National Bank Trust Department
Mississippi
$3.08M
IIC
1091
Ironwood Investment Counsel
Arizona
$3.08M -$313K -1,048 -10%
SAM
1092
Smartleaf Asset Management
Massachusetts
$3.08M +$57.7K +193 +2%
SCM
1093
Shelton Capital Management
Colorado
$3.07M +$559K +1,870 +24%
HAIM
1094
Hunter Associates Investment Management
Pennsylvania
$3.07M -$46.7K -156 -2%
MSA
1095
Marino Stram & Associates
Massachusetts
$3.06M -$6.28K -21 -0.2%
MPPW
1096
Mitchell & Pahl Private Wealth
Oklahoma
$3.05M -$31.1K -104 -1%
SWMG
1097
Stillwater Wealth Management Group
Florida
$3.05M +$189K +632 +7%
NWM
1098
Northcape Wealth Management
New York
$3.05M +$16.2K +54 +0.6%
MIC
1099
Means Investment Company
Maine
$3.04M -$619K -2,068 -18%
RLH
1100
RD Lewis Holdings
Florida
$3.04M +$99.3K +332 +4%

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.