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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
AWM
1776
Angeles Wealth Management
California
$1.12M +$10.8K +36 +1%
DFA
1777
DHJJ Financial Advisors
Illinois
$1.12M -$36.8K -123 -3%
RF
1778
Roxbury Financial
New Jersey
$1.12M -$26.9K -90 -2%
SSWM
1779
Sheets Smith Wealth Management
North Carolina
$1.11M -$9.87K -33 -0.9%
PMFA
1780
Plante Moran Financial Advisors
Michigan
$1.11M -$1.91M -6,398 -64%
IWA
1781
Inspirion Wealth Advisors
Illinois
$1.11M +$5.98K +20 +0.6%
AIM
1782
Alhambra Investment Management
Florida
$1.11M +$1.5K +5 +0.1%
IF
1783
IRON Financial
Illinois
$1.11M +$800K +2,674 +307%
UAG
1784
United Advisor Group
Ohio
$1.11M +$39.2K +131 +4%
TA
1785
Townsend & Associates
Colorado
$1.11M
HCA
1786
Harbour Capital Advisors
Virginia
$1.11M -$20.9K -70 -2%
JEST
1787
JTC Employer Solutions Trustee
Jersey
$1.1M
AAM
1788
AMI Asset Management
California
$1.1M -$12.6K -42 -1%
MCM
1789
Maple Capital Management
Vermont
$1.1M +$571K +1,910 +118%
TA
1790
Tectonic Advisors
Texas
$1.1M +$5.98K +20 +0.6%
GWM
1791
Gibbs Wealth Management
Georgia
$1.1M +$90.3K +302 +9%
NAAA
1792
New Age Alpha Advisors
New York
$1.1M -$188K -629 -15%
DBIA
1793
Dumont & Blake Investment Advisors
New Jersey
$1.1M +$5.98K +20 +0.6%
NFA
1794
Northern Financial Advisors
Michigan
$1.1M +$12K +40 +1%
PPWM
1795
Paragon Private Wealth Management
Kentucky
$1.1M -$16.8K -56 -2%
MYLI
1796
Meiji Yasuda Life Insurance
Japan
$1.1M +$146K +488 +16%
AA
1797
Alta Advisers
United Kingdom
$1.1M +$329K +1,100 +46%
NAM
1798
NorthCrest Asset Manangement
Minnesota
$1.1M +$184K +614 +21%
EIA
1799
Eldridge Investment Advisors
New Hampshire
$1.09M -$68.8K -230 -6%
CAWM
1800
Capital Advisors Wealth Management
Washington
$1.09M +$12.9K +43 +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.