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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
LC
1526
LCNB Corp
Ohio
$1.6M +$11.1K +37 +0.7%
HW
1527
Hancock Whitney
Mississippi
$1.6M +$116K +389 +8%
QC
1528
Quantessence Capital
New York
$1.59M +$1.53M +5,100 New
NA
1529
Navellier & Associates
Nevada
$1.59M -$301K -1,005 -17%
LWMM
1530
Legacy Wealth Management (Mississippi)
Mississippi
$1.59M -$98.1K -328 -6%
CFFP
1531
Center for Financial Planning
Michigan
$1.59M -$21.5K -72 -1%
FPL
1532
Fortress Private Ledger
North Carolina
$1.59M +$62.8K +210 +4%
FFG
1533
Fiduciary Financial Group
California
$1.59M +$1.01M +3,374 +187%
SIA
1534
SkyView Investment Advisors
New Jersey
$1.59M +$102K +342 +7%
BCP
1535
Blackhawk Capital Partners
Wisconsin
$1.58M -$304K -1,018 -17%
DFA
1536
Delta Financial Advisors
Louisiana
$1.58M -$2.99K -10 -0.2%
NAMP
1537
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.58M +$15K +50 +1%
MFA
1538
Mayflower Financial Advisors
Massachusetts
$1.58M +$18.5K +62 +1%
NDSI
1539
Newman Dignan & Sheerar Inc
Rhode Island
$1.58M +$299 +1 +0%
SFS
1540
Security Financial Services
Indiana
$1.58M +$9.87K +33 +0.7%
CCA
1541
Corps Capital Advisors
Texas
$1.57M +$299 +1 +0%
NERM
1542
New England Research & Management
Illinois
$1.57M -$25.4K -85 -2%
PPWP
1543
Premier Path Wealth Partners
New Jersey
$1.56M -$40.7K -136 -3%
VAM
1544
Verity Asset Management
North Carolina
$1.56M +$732K +2,447 +96%
APW
1545
Aventura Private Wealth
Florida
$1.56M +$96.3K +322 +7%
FF
1546
Francis Financial
$1.56M +$988K +3,304 +195%
OCM
1547
One Capital Management
California
$1.56M -$80.2K -268 -5%
JFA
1548
JNBA Financial Advisors
Minnesota
$1.56M -$34.4K -115 -2%
KA
1549
Klingman & Associates
New York
$1.55M +$224K +748 +18%
CT
1550
Colonial Trust
South Carolina
$1.55M -$117K -390 -7%

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.