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
GSB
1176
Greenfield Savings Bank
Massachusetts
$2.71M -$8.97K -30 -0.3%
ANTB
1177
AMG National Trust Bank
Colorado
$2.71M -$77.2K -258 -3%
CAG
1178
Csenge Advisory Group
Florida
$2.7M -$133K -446 -5%
SS
1179
Sunbelt Securities
Texas
$2.7M -$477K -1,595 -16%
SCI
1180
S&CO Inc
Massachusetts
$2.69M
OM
1181
OV Management
Minnesota
$2.69M +$541K +1,810 +27%
PTP
1182
Platform Technology Partners
New York
$2.69M +$10.5K +35 +0.4%
LI
1183
Louisbourg Investments
New Brunswick, Canada
$2.69M +$32.9K +110 +1%
BDS
1184
Banco de Sabadell
Florida
$2.69M +$138K +460 +6%
DAM
1185
Diamant Asset Management
Connecticut
$2.69M -$299K -1,000 -10%
LPT
1186
Legacy Private Trust
Wisconsin
$2.68M -$851K -2,844 -25%
IBOK
1187
Independence Bank of Kentucky
Kentucky
$2.68M -$84K -281 -3%
IB
1188
Intrust Bank
Kansas
$2.68M +$118K +396 +5%
SB
1189
Simmons Bank
Arkansas
$2.68M -$201K -671 -7%
HDA
1190
Harold Davidson & Associates
California
$2.68M -$95.4K -319 -4%
KFP
1191
Keystone Financial Planning
Ohio
$2.67M
MWM
1192
Mattern Wealth Management
Kansas
$2.67M -$26.6K -89 -1%
SSWM
1193
Smith Salley Wealth Management
North Carolina
$2.67M +$20.3K +68 +0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1194
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.67M -$61.8M -206,456 -96%
AAP
1195
Arax Advisory Partners
Colorado
$2.66M -$559K -1,869 -18%
PA
1196
PFW Advisors
Georgia
$2.66M -$598 -2 -0%
VCP
1197
Verus Capital Partners
Arizona
$2.66M -$225K -752 -8%
Koshinski Asset Management
1198
Koshinski Asset Management
Illinois
$2.65M +$131K +437 +5%
FFA
1199
Founders Financial Alliance
North Carolina
$2.65M +$731K +2,443 +40%
FG
1200
Fiduciary Group
Georgia
$2.65M -$22.7K -76 -0.9%

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.