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
PFA
1651
Pure Financial Advisors
California
$1.35M +$163K +545 +14%
GWCM
1652
Godshalk Welsh Capital Management
Pennsylvania
$1.35M -$2.99K -10 -0.2%
THCM
1653
Taylor Hoffman Capital Management
Virginia
$1.35M
TPI
1654
Trust Point Inc
Wisconsin
$1.35M -$184K -616 -13%
TAM
1655
Todd Asset Management
Kentucky
$1.35M
OPWM
1656
Oregon Pacific Wealth Management
Oregon
$1.34M +$18.5K +62 +1%
ACMA
1657
Arbor Capital Management (Alaska)
Alaska
$1.34M +$45.8K +153 +4%
CastleKeep Investment Advisors
1658
CastleKeep Investment Advisors
Connecticut
$1.34M +$29.3K +98 +2%
HCM
1659
Howard Capital Management
Georgia
$1.33M -$191K -638 -13%
HCM
1660
HMS Capital Management
Tennessee
$1.33M -$6.28K -21 -0.5%
SFS
1661
Stiles Financial Services
Minnesota
$1.33M -$11.4K -38 -0.9%
SIC
1662
Sterling Investment Counsel
New York
$1.33M +$629K +2,104 +98%
APA
1663
Astoria Portfolio Advisors
New York
$1.32M -$63.7K -213 -5%
RL
1664
Rogco LP
Oklahoma
$1.32M +$41.9K +140 +3%
ZIC
1665
ZWJ Investment Counsel
Georgia
$1.31M -$42.2K -141 -3%
FNT
1666
First Nebraska Trust
Nebraska
$1.31M -$23.9K -80 -2%
WTA
1667
Washington Trust Advisors
Massachusetts
$1.31M
DIP
1668
DT Investment Partners
Pennsylvania
$1.31M -$182K -607 -13%
NSB
1669
Norway Savings Bank
Maine
$1.31M -$70.3K -235 -5%
AIM
1670
Athena Investment Management
California
$1.31M
KFC
1671
Klingenstein Fields & Co
New York
$1.31M -$47.3K -158 -4%
MSWM
1672
McGlone Suttner Wealth Management
Wisconsin
$1.3M +$78.4K +262 +7%
HIA
1673
Harbor Investment Advisory
Maryland
$1.3M -$36.8K -123 -3%
FWA
1674
FORM Wealth Advisors
Wisconsin
$1.3M +$1.25M +4,169 New
SCM
1675
Sterling Capital Management
North Carolina
$1.3M -$36.5K -122 -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.