We are live on ! Find out more
MCD icon

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
WFM
1551
Wolff Financial Management
Michigan
$1.55M -$43.4K -145 -3%
AI
1552
Arvest Investments
Arkansas
$1.55M -$45.2K -151 -3%
TSWM
1553
Tyler-Stone Wealth Management
Ohio
$1.55M -$133K -446 -8%
RPCONE
1554
Retirement Planning Company of New England
Rhode Island
$1.55M -$10.2K -34 -0.7%
PBF
1555
Petix & Botte Financial
California
$1.55M
EFG
1556
Everhart Financial Group
Ohio
$1.55M +$163K +545 +12%
BHBT
1557
Burke & Herbert Bank & Trust
Virginia
$1.54M -$55.3K -185 -4%
FCAS
1558
First Command Advisory Services
Texas
$1.54M -$45.5K -152 -3%
MA
1559
MONECO Advisors
Connecticut
$1.54M +$5.98K +20 +0.4%
WAM
1560
WNY Asset Management
New York
$1.53M +$35.3K +118 +2%
IJWM
1561
Inman Jager Wealth Management
Mississippi
$1.53M +$39.5K +132 +3%
WFI
1562
West Family Investments
California
$1.53M +$2.99K +10 +0.2%
MPM
1563
Meritage Portfolio Management
Kansas
$1.53M -$22.4K -75 -2%
GLR
1564
Great Lakes Retirement
Ohio
$1.52M -$106K -354 -7%
TF
1565
Trek Financial
Arizona
$1.52M +$1.09M +3,645 +300%
OA
1566
Operose Advisors
Wisconsin
$1.52M +$1.2K +4 +0.1%
Fidelity International
1567
Fidelity International
Bermuda
$1.52M -$118K -394 -8%
BFPW
1568
BOK Financial Private Wealth
Colorado
$1.51M -$639K -2,138 -31%
IF
1569
Ironwood Financial
Arizona
$1.51M +$1.79K +6 +0.1%
CFCI
1570
Comprehensive Financial Consultants Institutional
Indiana
$1.51M -$15.3K -51 -1%
WPC
1571
White Pine Capital
Minnesota
$1.5M +$4.49K +15 +0.3%
MLA
1572
My Legacy Advisors
Oregon
$1.5M +$36.5K +122 +3%
BMC
1573
Beaton Management Company
Massachusetts
$1.5M
HDIM
1574
Hanson & Doremus Investment Management
Vermont
$1.5M +$337K +1,126 +31%
ECA
1575
Elevated Capital Advisors
Utah
$1.5M +$17.6K +59 +1%

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.