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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
SFG
1301
SevenBridge Financial Group
Pennsylvania
$2.22M -$368K -1,232 -15%
SFA
1302
Souders Financial Advisors
Ohio
$2.22M -$953K -3,185 -31%
PPWP
1303
Proquility Private Wealth Partners
Nevada
$2.22M +$1.07M +3,590 +102%
WP
1304
Wealthspan Partners
Iowa
$2.21M -$1.5K -5 -0.1%
FMB
1305
Field & Main Bank
Kentucky
$2.21M +$41.9K +140 +2%
BFA
1306
Beacon Financial Advisory
Ohio
$2.21M -$32.9K -110 -2%
LI
1307
LRI Investments
Florida
$2.2M -$106K -355 -5%
CAI
1308
Capital Advisors Inc
Oklahoma
$2.2M +$148K +494 +8%
CCM
1309
Cullen Capital Management
New York
$2.2M -$220K -734 -9%
SC
1310
Stolper & Co
Oklahoma
$2.2M +$13.2K +44 +0.6%
AC
1311
Apella Capital
Connecticut
$2.19M +$406K +1,356 +23%
CCAM
1312
Cascades Capital Asset Management
North Carolina
$2.19M -$76.3K -255 -4%
AAM
1313
AR Asset Management
California
$2.19M
BP
1314
BBR Partners
New York
$2.19M
FCA
1315
Fortis Capital Advisors
Kansas
$2.18M -$124K -414 -6%
Walleye Capital
1316
Walleye Capital
New York
$2.18M -$13.8M -46,145 -87%
FDS
1317
Freedom Day Solutions
Texas
$2.18M +$384K +1,283 +23%
PBC
1318
Pavion Blue Capital
California
$2.17M
EWM
1319
EPG Wealth Management
Georgia
$2.17M +$40.1K +134 +2%
LCM
1320
Laurion Capital Management
New York
$2.16M +$2.07M +6,924 New
XF
1321
XML Financial
Maryland
$2.16M +$32K +107 +2%
KA
1322
Kercheville Advisors
Texas
$2.15M +$329K +1,100 +19%
TWM
1323
Tradition Wealth Management
Minnesota
$2.15M -$68.8K -230 -3%
EFG
1324
Embree Financial Group
Illinois
$2.15M +$111K +371 +6%
EAM
1325
Empirical Asset Management
Massachusetts
$2.15M -$9.25M -30,935 -82%

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.