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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
NAM
1926
NTV Asset Management
West Virginia
$935K -$8.67K -29 -1%
MAM
1927
MWA Asset Management
Massachusetts
$934K +$45.8K +153 +5%
CRC
1928
Curi RMB Capital
Illinois
$933K -$1.05M -3,500 -54%
CWM
1929
Cahaba Wealth Management
Georgia
$930K -$29.3K -98 -3%
LCM
1930
LCM Capital Management
Illinois
$930K +$23.3K +78 +3%
AF
1931
Apexium Financial
Texas
$929K +$86.1K +288 +11%
BMC
1932
Benin Management Corp
Connecticut
$927K +$7.48K +25 +0.8%
MA
1933
MJP Associates
Connecticut
$927K +$114K +381 +15%
ZF
1934
Zhang Financial
Michigan
$926K +$13.2K +44 +2%
PA
1935
PSI Advisors
Florida
$918K -$141K -471 -14%
OWP
1936
ORG Wealth Partners
Texas
$917K +$386K +1,289 +79%
CF
1937
Centaurus Financial
California
$917K +$88.2K +295 +11%
AIM
1938
Acropolis Investment Management
Missouri
$916K -$12.9K -43 -1%
UAML
1939
US Asset Management LLC
Pennsylvania
$912K -$4.79K -16 -0.5%
OWA
1940
Oak Wealth Advisors
Illinois
$912K -$64.3K -215 -7%
DWMS
1941
Dominguez Wealth Management Solutions
Virginia
$911K +$2.09K +7 +0.2%
BHB
1942
Bank Hapoalim BM
Israel
$909K -$586K -1,960 -40%
FFC
1943
First Financial Corp
Indiana
$908K -$10.8K -36 -1%
CRIG
1944
Charter Research & Investment Group
Connecticut
$908K +$32K +107 +4%
RWMG
1945
Redwood Wealth Management Group
New Jersey
$908K -$9.27K -31 -1%
SWP
1946
Semus Wealth Partners
Florida
$908K +$19.4K +65 +2%
SC
1947
Savoie Capital
Illinois
$907K
AFA
1948
AA Financial Advisors
Ohio
$907K +$43.4K +145 +5%
ACG
1949
Allen Capital Group
Nebraska
$906K +$57.1K +191 +7%
RBFC
1950
Roman Butler Fullerton & Co
Missouri
$904K -$1.79K -6 -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.