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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
RCWM
1376
Royal Capital Wealth Management
Indiana
$2.02M -$398K -1,330 -17%
ZIG
1377
Zullo Investment Group
Pennsylvania
$2.01M +$39.8K +133 +2%
PAG
1378
Powers Advisory Group
Illinois
$2.01M +$36.5K +122 +2%
WB
1379
Webster Bank
Connecticut
$2.01M -$58.9K -197 -3%
EPAM
1380
Evelyn Partners Asset Management
$2M +$13.5K +45 +0.7%
TCM
1381
Traynor Capital Management
Pennsylvania
$2M +$63.7K +213 +3%
PAM
1382
Paradigm Asset Management
New York
$2M
TH
1383
TCTC Holdings
Texas
$1.99M -$7.48K -25 -0.4%
IIA
1384
Integral Investment Advisors
California
$1.99M -$40.4K -135 -2%
PWAM
1385
Private Wealth Asset Management
Iowa
$1.99M +$1.91M +6,370 New
RA
1386
Rational Advisors
New York
$1.99M +$1.9M +6,369 New
NWMG
1387
Nicholson Wealth Management Group
South Carolina
$1.99M -$10.5K -35 -0.5%
GFPC
1388
Global Financial Private Client
Florida
$1.98M -$2.99K -10 -0.2%
CAMV
1389
Concord Asset Management (Virginia)
Virginia
$1.97M -$502K -1,677 -21%
FCFC
1390
First Commonwealth Financial Corp
Pennsylvania
$1.97M +$700K +2,341 +59%
PB
1391
Pinnacle Bancorp
Nebraska
$1.97M +$120K +400 +7%
NG
1392
Norden Group
Utah
$1.97M -$97.8K -327 -5%
SIA
1393
Schechter Investment Advisors
Michigan
$1.96M -$234K -782 -11%
ILI
1394
Invesco LLC (Illinois)
Illinois
$1.96M +$340K +1,138 +22%
AWE
1395
Avidian Wealth Enterprises
Texas
$1.95M -$190K -634 -9%
OF
1396
Outfitter Financial
Maine
$1.95M -$167K -560 -8%
KWA
1397
Kingswood Wealth Advisors
California
$1.95M -$729K -2,438 -28%
IR
1398
IAT Reinsurance
New York
$1.95M
FAIM
1399
Financial Advocates Investment Management
Washington
$1.95M -$496K -1,658 -21%
LMKC
1400
L.M. Kohn & Company
Ohio
$1.94M +$315K +1,054 +20%

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.