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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
CA
1851
CapWealth Advisors
Tennessee
$1.01M -$4.49K -15 -0.5%
VCWA
1852
Vanguard Capital Wealth Advisors
Colorado
$1.01M +$3.29K +11 +0.3%
WR
1853
WD Rutherford
Oregon
$1.01M -$5.68K -19 -0.6%
FA
1854
Faithward Advisors
Pennsylvania
$1.01M -$120K -401 -11%
TCM
1855
Tang Capital Management
California
$1.01M -$41K -137 -4%
OFG
1856
OmniStar Financial Group
North Carolina
$1.01M +$962K +3,216 New
4A
1857
4Wealth Advisors
Illinois
$1.01M +$49.1K +164 +5%
HC
1858
Headland Capital
South Carolina
$1.01M -$6.28K -21 -0.6%
PA
1859
PFG Advisors
Arizona
$1M +$148K +494 +18%
LOPW
1860
Live Oak Private Wealth
North Carolina
$1M -$8.67K -29 -0.9%
KFA
1861
Kelleher Financial Advisors
New York
$1M -$9.27K -31 -1%
BAM
1862
Blueshift Asset Management
New Jersey
$1M +$960K +3,211 New
LC
1863
Landaas & Company
Wisconsin
$1M
FFP
1864
FourThought Financial Partners
Florida
$1M -$53.8K -180 -5%
OFS
1865
Orrstown Financial Services
Pennsylvania
$999K +$29.3K +98 +3%
NPT
1866
Nixon Peabody Trust
Massachusetts
$998K -$7.18K -24 -0.7%
BOJHT
1867
Bank of Jackson Hole Trust
Wyoming
$998K -$8.67K -29 -0.9%
PWA
1868
Prairie Wealth Advisors
Nebraska
$998K -$59.5K -199 -6%
SEIA
1869
Signature Estate & Investment Advisors
California
$997K -$13.5K -45 -1%
AAG
1870
Armstrong Advisory Group
Massachusetts
$996K
WIC
1871
Wilkins Investment Counsel
Massachusetts
$996K
LSC
1872
Lesa Sroufe & Co
Washington
$996K +$954K +3,188 New
AP
1873
Atwood & Palmer
Missouri
$996K -$7.78K -26 -0.8%
PMA
1874
Prudent Man Advisors
Illinois
$996K +$23.9K +80 +3%
RIG
1875
Renaissance Investment Group
Massachusetts
$995K -$43.4K -145 -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.