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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
OPW
1401
Oxler Private Wealth
New York
$1.94M -$8.38K -28 -0.4%
RZH
1402
Relyea Zuckerberg Hanson
Connecticut
$1.93M +$31.1K +104 +2%
LC
1403
Lindbrook Capital
California
$1.93M +$153K +513 +9%
TBNY
1404
Trustco Bank (New York)
New York
$1.92M -$14.4K -48 -0.8%
MIM
1405
Montgomery Investment Management
Maryland
$1.92M
AWM
1406
Aries Wealth Management
Maine
$1.92M +$133K +444 +8%
SXL
1407
Summit X LLC
Missouri
$1.92M +$15K +50 +0.8%
CWM
1408
Calamos Wealth Management
Illinois
$1.92M -$52K -174 -3%
BIM
1409
Bullseye Investment Management
Ohio
$1.92M +$1.84M +6,144 New
PFM
1410
Potomac Fund Management
Florida
$1.91M +$195K +653 +12%
WEG
1411
World Equity Group
Illinois
$1.91M -$1.58M -5,276 -46%
ClearBridge Investments
1412
ClearBridge Investments
New York
$1.91M -$3.56M -11,891 -66%
IP
1413
Investment Partners
Ohio
$1.91M +$7.48K +25 +0.4%
AWM
1414
Accurate Wealth Management
Florida
$1.9M +$90.3K +302 +5%
TM
1415
TigerOak Management
New Mexico
$1.9M +$3.59K +12 +0.2%
MG
1416
McHugh Group
Ohio
$1.9M +$897 +3 +0%
FM
1417
Foster & Motley
Ohio
$1.9M -$49.4K -165 -3%
AMCA
1418
Arthur M. Cohen & Associates
Illinois
$1.9M -$370K -1,238 -17%
AGA
1419
Accuvest Global Advisors
Utah
$1.9M +$1.82M +6,070 New
EFSCE
1420
Enterprise Financial Services Corp (EFSC)
Missouri
$1.89M -$43.7K -146 -2%
SCM
1421
SOL Capital Management
Maryland
$1.89M
GA
1422
GoalVest Advisory
New York
$1.89M +$226K +756 +14%
RCM
1423
RMR Capital Management
California
$1.89M
AC
1424
Avestar Capital
New York
$1.89M +$471K +1,576 +35%
PWG
1425
Portside Wealth Group
Utah
$1.88M +$106K +355 +6%

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.