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McDonald's
MCD

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: 47 → 62 (+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: 3,386 → 3,414 (+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

Top Buyers

Rank Fund Capital Flow
1
GFA
Gallagher Fiduciary Advisors
Illinois
+$1.45B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.43B
3
Morgan Stanley
Morgan Stanley
New York
+$619M
4
Bank of America
Bank of America
North Carolina
+$538M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$402M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$647M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$572M
3
State Street
State Street
Massachusetts
-$279M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$190M
5
Holocene Advisors
Holocene Advisors
New York
-$174M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1676
Parkside Financial Bank & Trust
Missouri
$1.3M +$113K +377 +10%
WDG
1677
Wealth Dimensions Group
Ohio
$1.3M +$38.9K +130 +3%
WPC
1678
Waters Parkerson & Co
Louisiana
$1.29M – – –
SEM
1679
Suncoast Equity Management
Florida
$1.29M -$47K -157 -4%
LA
1680
Lakeside Advisors
Washington
$1.29M -$22.4K -75 -2%
ASBI
1681
American State Bank (Iowa)
Iowa
$1.29M +$22.1K +74 +2%
MFG
1682
Mosaic Financial Group
Illinois
$1.29M – – –
WAG
1683
Wiser Advisor Group
Arizona
$1.28M -$79K -264 -6%
PP
1684
PDS Planning
Ohio
$1.28M +$127K +426 +12%
JC
1685
Jentner Corp
Ohio
$1.28M +$7.18K +24 +0.6%
WTB
1686
Washington Trust Bank
Washington
$1.28M +$21.5K +72 +2%
JG
1687
Jain Global
New York
$1.28M +$1.22M +4,084 New
BFC
1688
Blue Fin Capital
Rhode Island
$1.27M -$30.2K -101 -2%
GWMR
1689
GC Wealth Management RIA
Massachusetts
$1.27M -$5.08K -17 -0.4%
PMG
1690
Private Management Group
California
$1.27M – – –
RGF
1691
Retirement Guys Formula
Ohio
$1.27M +$188K +629 +18%
SEA
1692
Stegent Equity Advisors
Texas
$1.27M +$452K +1,512 +59%
RIA
1693
Richwood Investment Advisors
Ohio
$1.27M -$40.4K -135 -3%
PWC
1694
PYA Waltman Capital
Tennessee
$1.27M -$106K -356 -8%
MI
1695
Motiv8 Investments
Florida
$1.27M +$44.3K +148 +4%
HKAM
1696
Horizon Kinetics Asset Management
New York
$1.26M – – –
RHP
1697
Royal Harbor Partners
Texas
$1.26M +$13.2K +44 +1%
DE
1698
Diversified Enterprises
Delaware
$1.26M +$153K +511 +15%
NCM
1699
Next Capital Management
New York
$1.26M -$133K -445 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
1700
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.26M -$54.1K -181 -4%
66 67
68
69 70

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.