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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
SIS
1726
Strategic Investment Solutions
Illinois
$1.18M -$2.99K -10 -0.3%
GCP
1727
GSA Capital Partners
United Kingdom
$1.18M +$406K +1,358 +56%
MCWA
1728
Meadow Creek Wealth Advisors
Georgia
$1.18M -$6.58K -22 -0.6%
MA
1729
MKT Advisors
California
$1.18M +$1.79K +6 +0.2%
GCA
1730
Genesee Capital Advisors
New York
$1.18M -$4.79K -16 -0.4%
DA
1731
Dover Advisors
Virginia
$1.17M +$92.4K +309 +9%
AF
1732
Advisornet Financial
Minnesota
$1.17M +$1.2K +4 +0.1%
BO
1733
Bank OZK
Arkansas
$1.17M -$58.9K -197 -5%
IC
1734
Iconiq Capital
California
$1.17M +$152K +508 +16%
KF
1735
K2 Financial
California
$1.17M +$3.59K +12 +0.3%
VV
1736
Verity & Verity
South Carolina
$1.17M -$86.1K -288 -7%
WQ
1737
Wealth Quarterback
New Jersey
$1.17M -$26.6K -89 -2%
CFP
1738
Catalyst Financial Partners
Massachusetts
$1.16M +$54.1K +181 +5%
WMA
1739
West Michigan Advisors
Michigan
$1.16M +$118K +395 +12%
CSC
1740
Caldwell Sutter Capital
California
$1.16M +$34.4K +115 +3%
WKWM
1741
Walter & Keenan Wealth Management
Indiana
$1.16M +$44.9K +150 +4%
TCOO
1742
Trust Company of Oklahoma
Oklahoma
$1.16M +$160K +534 +17%
ECA
1743
Elevate Capital Advisors
Colorado
$1.16M +$8.67K +29 +0.8%
HI
1744
Hendershot Investments
Virginia
$1.16M +$12K +40 +1%
CPA
1745
Cardiff Park Advisors
California
$1.16M -$28.4K -95 -3%
EC
1746
Enhancing Capital
Pennsylvania
$1.16M
LI
1747
LMCG Investments
Massachusetts
$1.15M +$73.3K +245 +7%
MWM
1748
MGB Wealth Management
Texas
$1.15M -$35.3K -118 -3%
OIA
1749
Optimum Investment Advisors
Illinois
$1.15M -$20.3K -68 -2%
TPWM
1750
Twelve Points Wealth Management
Massachusetts
$1.15M +$35.9K +120 +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.