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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
KFI
1226
Key Financial Inc
Pennsylvania
$2.51M
MSFS
1227
Main Street Financial Solutions
Pennsylvania
$2.51M +$21.8K +73 +0.9%
BIM
1228
Baldwin Investment Management
Pennsylvania
$2.5M +$715K +2,391 +43%
RBI
1229
Raiffeisen Bank International
Austria
$2.49M -$121K -405 -5%
Harris Associates
1230
Harris Associates
Illinois
$2.49M +$2.09M +7,000 +729%
FMWA
1231
Forvis Mazars Wealth Advisors
Missouri
$2.47M -$29.6K -99 -1%
IAS
1232
Insigneo Advisory Services
Florida
$2.45M +$89.7K +300 +4%
JMFC
1233
J.M. Forbes & Co
Massachusetts
$2.45M -$14.1K -47 -0.6%
BHC
1234
Bowen Hanes & Co
Florida
$2.44M -$299 -1 -0%
ADMI
1235
Albert D. Mason Inc
Massachusetts
$2.44M +$48.8K +163 +2%
STAS
1236
Strong Tower Advisory Services
Minnesota
$2.44M +$296K +989 +14%
GWP
1237
Gen-Wealth Partners
Michigan
$2.43M +$25.7K +86 +1%
NFG
1238
Nadler Financial Group
Illinois
$2.42M +$51.4K +172 +2%
NB
1239
Nicolet Bankshares
Wisconsin
$2.42M -$145K -484 -6%
CFA
1240
CWS Financial Advisors
Michigan
$2.42M +$598 +2 +0%
DAS
1241
Diversify Advisory Services
Utah
$2.42M +$246K +822 +12%
ABTD
1242
Arvest Bank Trust Division
Oklahoma
$2.41M -$8.67K -29 -0.4%
USWG
1243
U.S. Wealth Group
New York
$2.41M -$68.2K -228 -3%
CIAS
1244
Capital Investment Advisory Services
North Carolina
$2.41M -$14.4K -48 -0.6%
IA
1245
IFC Advisors
California
$2.41M +$11.1K +37 +0.5%
CS
1246
Cannell & Spears
New York
$2.4M -$232K -775 -9%
QP
1247
Quilter Plc
United Kingdom
$2.4M -$43.4K -145 -2%
LA
1248
LVW Advisors
New York
$2.39M -$35K -117 -2%
BOPW
1249
Brandywine Oak Private Wealth
Pennsylvania
$2.39M -$153K -511 -6%
UBG
1250
United Bank (Georgia)
Georgia
$2.39M +$173K +579 +8%

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.