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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
FWM
1501
Foguth Wealth Management
Michigan
$1.68M -$94.2K -315 -6%
LFG
1502
Larson Financial Group
Missouri
$1.68M +$237K +792 +17%
HWA
1503
HCR Wealth Advisors
California
$1.68M
AIS
1504
AM Investment Strategies
Tennessee
$1.68M -$125K -418 -7%
CPWA
1505
Cerro Pacific Wealth Advisors
California
$1.68M -$7.78K -26 -0.4%
MFG
1506
Magnus Financial Group
New York
$1.68M +$3.59K +12 +0.2%
VDI
1507
Vaughan David Investments
Illinois
$1.68M -$106K -356 -6%
BAM
1508
Boyar Asset Management
New York
$1.67M -$250K -836 -14%
PWS
1509
Peloton Wealth Strategists
Indiana
$1.67M -$22.4K -75 -1%
GAA
1510
Guardian Asset Advisors
Pennsylvania
$1.66M +$52.6K +176 +3%
RAM
1511
Roanoke Asset Management
New Jersey
$1.66M
PIA
1512
Pinion Investment Advisors
Kansas
$1.66M +$95.4K +319 +6%
FLI
1513
Family Legacy Inc
South Carolina
$1.66M +$3.29K +11 +0.2%
AGAM
1514
Audent Global Asset Management
California
$1.66M -$23.6K -79 -1%
TWM
1515
Trueblood Wealth Management
Ohio
$1.65M +$30.2K +101 +2%
VWA
1516
Visionary Wealth Advisors
Illinois
$1.65M +$25.7K +86 +2%
SSW
1517
Smith Shellnut Wilson
Mississippi
$1.65M +$15.3K +51 +1%
FCM
1518
Fourpath Capital Management
Oklahoma
$1.64M -$299 -1 -0%
MFC
1519
Mechanics Financial Corp
Ohio
$1.63M
HL
1520
HeadInvest LLC
Maine
$1.62M -$29.9K -100 -2%
LCM
1521
Leisure Capital Management
California
$1.62M +$12.3K +41 +0.8%
BSI
1522
Bennett Selby Investments
Maine
$1.61M -$6.58K -22 -0.4%
LIA
1523
LS Investment Advisors
Michigan
$1.61M -$295K -987 -16%
MCM
1524
Mill Capital Management
North Carolina
$1.6M
CFMC
1525
Curbstone Financial Management Corp
New Hampshire
$1.6M +$46.1K +154 +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.