We are live on ! Find out more
MCD icon

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
ISWM
1151
Independent Solutions Wealth Management
New York
$2.85M +$28.7K +96 +1%
PH
1152
Pinnacle Holdings
Oklahoma
$2.84M -$127K -423 -4%
CCT
1153
Capital City Trust
Florida
$2.84M +$7.18K +24 +0.3%
PCA
1154
Peddock Capital Advisors
Massachusetts
$2.83M +$2.39K +8 +0.1%
KTM
1155
Keeler Thomas Management
Utah
$2.83M -$2.36M -7,885 -47%
UB
1156
Umpqua Bank
Oregon
$2.82M +$76.9K +257 +3%
CK
1157
Cohen Klingenstein
New York
$2.81M
FCMT
1158
Founders Capital Management (Texas)
Texas
$2.81M -$641K -2,144 -19%
RCAG
1159
Rehmann Capital Advisory Group
Michigan
$2.8M -$142K -475 -5%
WIA
1160
World Investment Advisors
California
$2.8M +$109K +365 +4%
FG
1161
Foster Group
Iowa
$2.79M +$89.7K +300 +3%
KA
1162
Kovack Advisors
Florida
$2.79M -$205K -684 -7%
GSEP
1163
Golden State Equity Partners
California
$2.78M
AF
1164
Arrow Financial
New York
$2.78M -$773K -2,586 -23%
DFCM
1165
Dark Forest Capital Management
Puerto Rico
$2.78M +$2.66M +8,894 New
JSW
1166
Journey Strategic Wealth
New Jersey
$2.78M +$888K +2,969 +50%
ALAM
1167
Asahi Life Asset Management
Japan
$2.77M -$11.4K -38 -0.4%
BWM
1168
BKM Wealth Management
Wisconsin
$2.75M +$64.3K +215 +3%
WAAG
1169
Wealth Alliance Advisory Group
Kansas
$2.75M -$42.8K -143 -2%
HCM
1170
Howland Capital Management
Massachusetts
$2.74M -$22.1K -74 -0.8%
BOCM
1171
Bontempo Ohly Capital Management
Maryland
$2.74M +$2.62M +8,757 New
KGC
1172
Kennon-Green & Company
Ohio
$2.73M +$66.1K +221 +3%
SWA
1173
Stratos Wealth Advisors
Ohio
$2.72M -$237K -793 -8%
WGAM
1174
Wilkinson Global Asset Management
New York
$2.72M -$23.9K -80 -0.9%
ECM
1175
Element Capital Management
New York
$2.72M +$2.6M +8,700 New

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.