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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
PFGIA
1876
Patriot Financial Group Insurance Agency
Massachusetts
$995K -$19.4K -65 -2%
PMG
1877
ProVise Management Group
Florida
$995K -$32.6K -109 -3%
WDL
1878
Well Done LLC
Michigan
$994K +$5.38K +18 +0.5%
RFS
1879
Richardson Financial Services
Massachusetts
$994K +$8.67K +29 +0.9%
IFS
1880
Intelligent Financial Strategies
Minnesota
$993K +$299 +1 +0%
GC
1881
Gilbert & Cook
Iowa
$992K -$144K -481 -13%
CPW
1882
Cove Private Wealth
New York
$992K +$155K +518 +19%
CVM
1883
Cheviot Value Management
California
$989K +$936K +3,131 New
GM
1884
GeoWealth Management
Illinois
$988K -$491K -1,640 -34%
GBT
1885
Grove Bank & Trust
Florida
$986K +$39.2K +131 +4%
WCA
1886
Westover Capital Advisors
Delaware
$986K +$6.88K +23 +0.7%
RA
1887
RiverPark Advisors
New York
$986K -$51.7K -173 -5%
PFG
1888
PAX Financial Group
Texas
$986K -$38.3K -128 -4%
HC
1889
Hamilton Capital
Ohio
$982K +$245K +819 +35%
FHWM
1890
Fox Hill Wealth Management
Massachusetts
$980K +$54.7K +183 +6%
APW
1891
Acima Private Wealth
Virginia
$977K -$359K -1,200 -28%
PWM
1892
Partnership Wealth Management
Maryland
$973K +$299 +1 +0%
NG
1893
Novem Group
New York
$973K +$92.7K +310 +11%
TSS
1894
Two Sigma Securities
New York
$973K +$382K +1,277 +70%
LF
1895
LifePlan Financial
Minnesota
$970K +$62.5K +209 +7%
GC
1896
Garde Capital
Washington
$970K
OHWA
1897
Oak Hill Wealth Advisors
Virginia
$967K
TGAM
1898
TBH Global Asset Management
Tennessee
$965K +$68.5K +229 +8%
JWM
1899
Jeppson Wealth Management
California
$965K -$65.2K -218 -7%
SAM
1900
S.A. Mason
Michigan
$965K -$2.09K -7 -0.2%

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.