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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
CC
1201
Cypress Capital
Tennessee
$2.65M +$76.3K +255 +3%
AIMA
1202
Ables Iannone Moore & Associates
Georgia
$2.64M -$3.89K -13 -0.2%
CTC
1203
Cetera Trust Company
Minnesota
$2.64M +$25.4K +85 +1%
HA
1204
Huntleigh Advisors
Missouri
$2.63M +$67.6K +226 +3%
PA
1205
Procyon Advisors
Connecticut
$2.62M +$84.3K +282 +3%
CBT
1206
Crews Bank & Trust
Florida
$2.62M -$61.3K -205 -2%
GFP
1207
Gryphon Financial Partners
Ohio
$2.6M +$106K +356 +4%
CIAS
1208
CFS Investment Advisory Services
New Jersey
$2.6M -$49.4K -165 -2%
SAW
1209
Signal Advisors Wealth
Michigan
$2.59M -$148K -494 -6%
GAM
1210
Griffin Asset Management
New York
$2.59M -$54.1K -181 -2%
OSNBOA
1211
Old Second National Bank of Aurora
Illinois
$2.59M -$50K -167 -2%
SCM
1212
SCS Capital Management
Massachusetts
$2.58M +$2.47M +8,274 New
TAM
1213
Trust Asset Management
Texas
$2.58M -$46.1K -154 -2%
LRPA
1214
L. Roy Papp & Associates
Arizona
$2.58M +$15K +50 +0.6%
BCA
1215
Bay Colony Advisors
Massachusetts
$2.58M +$17.9K +60 +0.7%
POIA
1216
Pin Oak Investment Advisors
Texas
$2.57M +$2.43M +8,125 +3,263%
GWM
1217
GSB Wealth Management
Connecticut
$2.57M +$37.7K +126 +2%
UAS
1218
United Asset Strategies
New York
$2.55M -$232K -777 -9%
HSWM
1219
Hubbell Strickland Wealth Management
Louisiana
$2.54M +$619K +2,070 +34%
PWAM
1220
Papamarkou Wellner Asset Management
New York
$2.54M -$26.6K -89 -1%
TAM
1221
Tealwood Asset Management
Minnesota
$2.54M +$10.2K +34 +0.4%
SAM
1222
Shell Asset Management
Netherlands
$2.52M -$37.4K -125 -2%
BHCM
1223
Brevan Howard Capital Management
Jersey
$2.52M +$2.41M +8,053 New
FA
1224
Fiduciary Alliance
South Carolina
$2.51M +$150K +500 +7%
HZ
1225
Hixon Zuercher
Ohio
$2.51M +$4.49K +15 +0.2%

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.