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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
EFG
1801
Elios Financial Group
Ohio
$1.09M +$7.18K +24 +0.7%
AF
1802
Ally Financial
Michigan
$1.09M +$1.05M +3,500 New
BFA
1803
Bill Few Associates
Pennsylvania
$1.09M -$33.5K -112 -3%
PAS
1804
PKS Advisory Services
New York
$1.09M -$54.7K -183 -5%
PMSA
1805
Patrick M. Sweeney & Associates
Illinois
$1.09M +$6.58K +22 +0.6%
CCP
1806
Cassia Capital Partners
North Carolina
$1.09M +$149K +499 +17%
UW
1807
Unique Wealth
Florida
$1.09M +$3.89K +13 +0.4%
DBRC
1808
D.B. Root & Company
Pennsylvania
$1.09M +$23.9K +80 +2%
FW
1809
FullCircle Wealth
Texas
$1.08M +$5.68K +19 +0.6%
IGGA
1810
Iron Gate Global Advisors
Utah
$1.08M -$724K -2,422 -41%
CG
1811
Corundum Group
Colorado
$1.08M -$575K -1,924 -36%
RCM
1812
RNC Capital Management
California
$1.08M +$17.9K +60 +2%
BPC
1813
Bearing Point Capital
Minnesota
$1.08M +$191K +640 +23%
MFG
1814
MidWestOne Financial Group
Iowa
$1.08M +$29.9K +100 +3%
AA
1815
Aire Advisors
California
$1.08M -$81.1K -271 -7%
SA
1816
Sicart Associates
New York
$1.08M
FFG
1817
Frisch Financial Group
New York
$1.08M -$7.18K -24 -0.7%
CCA
1818
Cypress Capital Advisors
Tennessee
$1.07M +$43.1K +144 +4%
BCM
1819
Brown Capital Management
Maryland
$1.07M -$311K -1,041 -23%
GPI
1820
General Partner Inc
Pennsylvania
$1.07M
FDCP
1821
Foster Dykema Cabot & Partners
Massachusetts
$1.07M
COCM
1822
Charter Oak Capital Management
New Hampshire
$1.07M +$9.27K +31 +0.9%
SPC
1823
Spirepoint Private Client
Florida
$1.07M -$97.5K -326 -9%
A
1824
AustralianSuper
Australia
$1.07M +$1.02M +3,421 New
MAWA
1825
Moss Adams Wealth Advisors
Washington
$1.07M +$43.7K +146 +4%

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.