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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
CWM
1901
Core Wealth Management
Florida
$963K -$4.49K -15 -0.5%
HWP
1902
Highline Wealth Partners
California
$962K -$1.79K -6 -0.2%
BMWM
1903
Brown Miller Wealth Management
Virginia
$962K +$52K +174 +6%
FAB
1904
First American Bank
Illinois
$960K -$6.58K -22 -0.7%
LAM
1905
L2 Asset Management
Massachusetts
$955K +$81.1K +271 +10%
GPA
1906
Garrison Point Advisors
California
$954K +$15K +50 +2%
WB
1907
West Bancorporation
Iowa
$954K
VFM
1908
Vision Financial Markets
Connecticut
$954K -$29.9K -100 -3%
MAM
1909
Morse Asset Management
Connecticut
$953K -$89.7K -300 -9%
GWM
1910
GDS Wealth Management
Texas
$953K +$188K +630 +26%
BBNB
1911
Baker Boyer National Bank
Washington
$952K -$7.78K -26 -0.8%
WGC
1912
Watts Gwilliam & Co
Arizona
$951K +$4.19K +14 +0.5%
RCA
1913
Ranch Capital Advisors
Florida
$951K +$464K +1,551 +104%
SCI
1914
Stableford Capital II
Arizona
$950K -$29.9K -100 -3%
EFMC
1915
Empire Financial Management Company
New York
$949K +$33.5K +112 +4%
ACM
1916
Advance Capital Management
Michigan
$946K -$14.7K -49 -2%
PCMN
1917
Paradigm Capital Management (Nevada)
Nevada
$945K -$15K -50 -2%
DC
1918
DeDora Capital
California
$944K -$3.29K -11 -0.4%
BL
1919
Balentine LLC
Georgia
$943K +$903K +3,020 New
SIC
1920
Samalin Investment Counsel
New York
$939K +$35K +117 +4%
TF
1921
TLWM Financial
Texas
$939K +$17K +57 +2%
WA
1922
Wealth Architects
California
$937K +$491K +1,640 +121%
BC
1923
Blackhill Capital
New Jersey
$937K
WCM
1924
WealthBridge Capital Management
Ohio
$936K +$598 +2 +0.1%
BFS
1925
BridgePort Financial Solutions
Iowa
$936K +$3.29K +11 +0.4%

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.