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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
AFM
1351
Abbot Financial Management
Massachusetts
$2.07M -$18.8K -63 -0.9%
HCM
1352
Hodges Capital Management
Texas
$2.07M -$14.4K -48 -0.7%
CIM
1353
CIM Investment Management
Pennsylvania
$2.07M -$1.5K -5 -0.1%
BTC
1354
Bank & Trust Company
Illinois
$2.06M
HWA
1355
Heartwood Wealth Advisors
Virginia
$2.06M +$851K +2,846 +76%
QI
1356
Qtron Investments
Massachusetts
$2.06M -$158K -529 -7%
RWB
1357
RMR Wealth Builders
New Jersey
$2.06M +$291K +972 +17%
EFA
1358
Evernest Financial Advisors
Indiana
$2.05M -$128K -428 -6%
Dodge & Cox
1359
Dodge & Cox
California
$2.05M +$6.88K +23 +0.4%
BIG
1360
Brooklyn Investment Group
New York
$2.05M +$552K +1,845 +39%
SJIM
1361
St. Johns Investment Management
Florida
$2.04M -$76K -254 -4%
LI
1362
Lafayette Investments
Maryland
$2.04M -$47K -157 -2%
FPAS
1363
Focus Partners Advisor Solutions
Missouri
$2.04M -$955K -3,193 -33%
PWP
1364
Precedent Wealth Partners
Texas
$2.04M +$234K +783 +14%
AFG
1365
Atomi Financial Group
New York
$2.04M +$338K +1,131 +21%
FFM
1366
Fisher Funds Management
New Zealand
$2.03M
CGL
1367
Clarius Group LLC
Washington
$2.03M +$185K +619 +11%
IIM
1368
Ipswich Investment Management
Massachusetts
$2.03M -$64.3K -215 -3%
IWM
1369
Iams Wealth Management
Nebraska
$2.03M -$9.57K -32 -0.5%
AB
1370
Atlas Brown
Kentucky
$2.03M +$2.39K +8 +0.1%
PA
1371
Promethium Advisors
Maryland
$2.03M +$125K +417 +7%
NG
1372
Northstar Group
New York
$2.03M -$41.3K -138 -2%
CCA
1373
Cobblestone Capital Advisors
New York
$2.03M +$23.9K +80 +1%
MW
1374
Marcum Wealth
Ohio
$2.03M +$90.3K +302 +5%
ACM
1375
Aljian Capital Management
Nevada
$2.02M -$5.08K -17 -0.3%

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.