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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
QCM
1451
Qsemble Capital Management
New York
$1.81M +$1.73M +5,796 New
BFIC
1452
Bedell Frazier Investment Counselling
California
$1.81M -$16.5K -55 -0.9%
CPA
1453
Court Place Advisors
Maryland
$1.81M +$98.7K +330 +6%
SFM
1454
Signet Financial Management
New Jersey
$1.8M -$378K -1,263 -18%
BFA
1455
Brown Financial Advisors
Ohio
$1.8M +$34.7K +116 +2%
FFS
1456
Flavin Financial Services
Florida
$1.79M -$33.8K -113 -2%
ABWM
1457
Alpine Bank Wealth Management
Colorado
$1.79M +$1.71M +5,730 New
NSAM
1458
North Star Asset Management
Wisconsin
$1.79M +$61.6K +206 +4%
RDWM
1459
Red Door Wealth Management
Tennessee
$1.79M +$32.6K +109 +2%
HAC
1460
Harbor Advisory Corp
New Hampshire
$1.78M
GIP
1461
Granite Investment Partners
California
$1.78M
MJRIC
1462
Mogy Joel R Investment Counsel
California
$1.78M -$89.7K -300 -5%
EWM
1463
Evermay Wealth Management
Virginia
$1.78M -$34.7K -116 -2%
WBC
1464
Westpac Banking Corp
Australia
$1.78M -$453K -1,513 -21%
ANC
1465
Ames National Corp
Iowa
$1.78M
CWM
1466
Connecticut Wealth Management
Connecticut
$1.78M +$52.6K +176 +3%
PP
1467
Patron Partners
Texas
$1.77M +$96K +321 +6%
AIIMS
1468
Analyst IMS Investment Management Services
Israel
$1.77M -$105K -350 -6%
AF
1469
Affiance Financial
Minnesota
$1.77M
BWP
1470
Barlow Wealth Partners
Kentucky
$1.77M +$120K +400 +8%
MYIA
1471
Mount Yale Investment Advisors
Colorado
$1.77M -$5.08K -17 -0.3%
HFS
1472
Heritage Financial Services
Massachusetts
$1.77M -$12.3K -41 -0.7%
BHIA
1473
Birch Hill Investment Advisors
Massachusetts
$1.76M -$49.7K -166 -3%
LF
1474
Lantz Financial
Illinois
$1.76M +$18.5K +62 +1%
KAS
1475
KPP Advisory Services
Kentucky
$1.76M +$348K +1,162 +26%

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.