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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
CP
1826
Clarendon Private
Massachusetts
$1.07M +$69.4K +232 +7%
KIG
1827
Kennedy Investment Group
New Jersey
$1.06M +$34.1K +114 +3%
WF
1828
Warner Financial
Maryland
$1.06M
CA
1829
Clune & Associates
Illinois
$1.06M
WAL
1830
W Advisors LLC
Tennessee
$1.06M +$5.08K +17 +0.5%
BB
1831
Burford Brothers
Texas
$1.06M -$2.09K -7 -0.2%
CA
1832
Cornerstone Advisory
Maryland
$1.05M +$56.8K +190 +6%
WC
1833
Waterloo Capital
Texas
$1.05M +$514K +1,717 +104%
M1FG
1834
Mach-1 Financial Group
Arkansas
$1.05M +$1.01M +3,365 New
ECM
1835
Elgethun Capital Management
South Dakota
$1.05M -$11.7K -39 -1%
TWM
1836
Thrive Wealth Management
Pennsylvania
$1.05M -$31.4K -105 -3%
SF
1837
Symphony Financial
Texas
$1.04M -$1.67M -5,589 -62%
IP
1838
Intellectus Partners
California
$1.04M +$299 +1 +0%
PP
1839
Pingora Partners
Wyoming
$1.04M -$2.99K -10 -0.3%
ESBC
1840
E.S. Barr & Co
Kentucky
$1.04M -$44.9K -150 -4%
FFA
1841
Fortune Financial Advisors
Kansas
$1.04M +$897 +3 +0.1%
LCM
1842
LVM Capital Management
Michigan
$1.03M -$2.99K -10 -0.3%
NRG
1843
Nemes Rush Group
Michigan
$1.03M -$10.8K -36 -1%
QC
1844
Quent Capital
New York
$1.03M -$8.08K -27 -0.8%
CAM
1845
Cidel Asset Management
Ontario, Canada
$1.02M +$3.89K +13 +0.4%
IFWM
1846
Institute for Wealth Management
Colorado
$1.02M -$5.68K -19 -0.6%
IF
1847
Intrua Financial
Texas
$1.02M -$85.8K -287 -8%
SAM
1848
Synergy Asset Management
Washington
$1.02M +$288K +964 +42%
SAM
1849
Strategy Asset Managers
California
$1.02M -$15.6K -52 -2%
FIM
1850
Freedom Investment Management
Connecticut
$1.01M -$95.4K -319 -9%

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.