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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
CASB
1426
Cape Ann Savings Bank
Massachusetts
$1.88M -$20.9K -70 -1%
PCG
1427
PFC Capital Group
California
$1.88M -$9.87K -33 -0.5%
EWA
1428
EverSource Wealth Advisors
Alabama
$1.87M -$843K -2,820 -32%
WP
1429
WealthShield Partners
North Carolina
$1.87M +$437K +1,461 +32%
BA
1430
Birinyi Associates
Connecticut
$1.87M -$89.7K -300 -5%
CPIA
1431
Cornell Pochily Investment Advisors
New York
$1.87M +$26.9K +90 +2%
SAA
1432
Southeast Asset Advisors
Georgia
$1.87M +$2.09K +7 +0.1%
WCM
1433
Windsor Capital Management
Arizona
$1.86M -$13.2K -44 -0.7%
SC
1434
Schulhoff & Co
Ohio
$1.86M +$4.49K +15 +0.3%
NL
1435
NVWM LLC
Pennsylvania
$1.86M +$19.7K +66 +1%
Los Angeles Capital Management
1436
Los Angeles Capital Management
California
$1.86M -$441K -1,473 -20%
IA
1437
IFG Advisory
Georgia
$1.86M +$132K +442 +8%
CICI
1438
Capital Investment Counsel Inc
North Carolina
$1.85M
FHB
1439
First Hawaiian Bank
Hawaii
$1.85M -$1.58M -5,280 -47%
RAM
1440
Redmond Asset Management
Virginia
$1.84M -$4.49K -15 -0.3%
YDMI
1441
Y.D. More Investments
Israel
$1.84M -$108K -361 -6%
VWM
1442
Venturi Wealth Management
Texas
$1.83M -$1.2K -4 -0.1%
MP
1443
McDonald Partners
Ohio
$1.83M -$5.38K -18 -0.3%
TA
1444
TFG Advisers
Michigan
$1.82M -$9.27K -31 -0.5%
WC
1445
Westhampton Capital
North Carolina
$1.82M -$120K -400 -6%
GWSG
1446
GPS Wealth Strategies Group
Colorado
$1.82M -$356K -1,190 -17%
BCP
1447
Berkeley Capital Partners
Georgia
$1.82M +$45.8K +153 +3%
AWA
1448
Aaron Wealth Advisors
Illinois
$1.81M +$70.9K +237 +4%
SCM
1449
Stevens Capital Management
Pennsylvania
$1.81M +$1.74M +5,804 New
LHC
1450
Little House Capital
Massachusetts
$1.81M +$48.5K +162 +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.