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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
ATWA
1326
Arbor Trust Wealth Advisors
Michigan
$2.14M -$25.4K -85 -1%
CFO
1327
Callan Family Office
Pennsylvania
$2.14M -$973K -3,253 -32%
CB
1328
CNB Bank
Pennsylvania
$2.14M -$106K -353 -5%
BWM
1329
BigSur Wealth Management
Florida
$2.13M +$2.09K +7 +0.1%
TA
1330
TruWealth Advisors
Louisiana
$2.13M +$91.8K +307 +5%
3IP
1331
3Chopt Investment Partners
Virginia
$2.13M +$2.04M +6,811 New
BFC
1332
Bedel Financial Consulting
Indiana
$2.12M +$305K +1,020 +18%
FWM
1333
Forefront Wealth Management
Pennsylvania
$2.12M +$2.99K +10 +0.1%
JFG
1334
Jefferies Financial Group
New York
$2.12M -$66.8M -223,458 -97%
IAMOG
1335
Investors Asset Management of Georgia
Georgia
$2.12M -$76.6K -256 -4%
MME
1336
Meag Munich Ergo
Germany
$2.12M +$29.9K +100 +1%
VBCG
1337
Valley Brook Capital Group
Pennsylvania
$2.11M +$20.9K +70 +1%
CLA
1338
Carnegie Lake Advisors
New Jersey
$2.11M
SW
1339
SkyOak Wealth
Michigan
$2.1M +$16.8K +56 +0.8%
ATI
1340
Act Two Investors
California
$2.1M
V
1341
VeraBank
Texas
$2.1M -$52.3K -175 -3%
AIM
1342
AHL Investment Management
Florida
$2.1M -$5.08K -17 -0.3%
AWP
1343
Accretive Wealth Partners
New Jersey
$2.09M +$184K +615 +10%
SW
1344
Simplicity Wealth
New Jersey
$2.09M +$1.4M +4,677 +232%
RCM
1345
RB Capital Management
Nevada
$2.09M +$19.7K +66 +1%
BKA
1346
Brick & Kyle Associates
Pennsylvania
$2.08M +$598 +2 +0%
OCBCO
1347
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.08M -$818K -2,736 -29%
PWAM
1348
Pinnacle West Asset Management
Wyoming
$2.08M +$4.49K +15 +0.2%
LFS
1349
Littlejohn Financial Services
Oregon
$2.08M +$42.2K +141 +2%
MMG
1350
Monetary Management Group
Missouri
$2.07M

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.