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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
WCM
1951
Winebrenner Capital Management
Kentucky
$903K +$897 +3 +0.1%
FSWA
1952
Financial Synergies Wealth Advisors
Texas
$902K +$897 +3 +0.1%
PWMG
1953
Prestige Wealth Management Group
New Jersey
$902K +$4.79K +16 +0.6%
MCCA
1954
Mill Creek Capital Advisors
Pennsylvania
$901K -$13.2K -44 -2%
WIA
1955
Westbourne Investment Advisors
Maryland
$900K -$8.97K -30 -1%
CFP
1956
Cascade Financial Partners
California
$898K +$59.2K +198 +7%
SIA
1957
Soltis Investment Advisors
Utah
$894K -$25.4K -85 -3%
SAF
1958
Smith Anglin Financial
Texas
$894K +$32.3K +108 +4%
PW
1959
Paladin Wealth
Minnesota
$892K +$25.4K +85 +3%
CSPIA
1960
Cary Street Partners Investment Advisory
Virginia
$889K +$67K +224 +9%
IA
1961
Intellus Advisors
Florida
$887K -$51.1K -171 -6%
FCCM
1962
First City Capital Management
Georgia
$887K +$69.7K +233 +9%
HFAS
1963
Hummer Financial Advisory Services
Illinois
$884K +$29.9K +100 +4%
AI
1964
Atom Investors
Texas
$884K +$401K +1,340 +90%
MIM
1965
Miller Investment Management
Pennsylvania
$883K
BEC
1966
Blue Edge Capital
Virginia
$881K
KNW
1967
Kesler Norman & Wride
Utah
$880K -$90.6K -303 -10%
WF
1968
WoodTrust Financial
Wisconsin
$879K -$44.9K -150 -5%
TTIC
1969
Tower Trust & Investment Company
Iowa
$879K +$822K +2,749 New
CFGW
1970
Chancellor Financial Group WB
Pennsylvania
$878K +$165K +550 +24%
AWM
1971
Aprio Wealth Management
Georgia
$877K +$235K +785 +39%
OC
1972
Oarsman Capital
Wisconsin
$876K -$20.3K -68 -2%
FCFC
1973
First Citizens Financial Corp
Iowa
$876K +$2.99K +10 +0.4%
EM
1974
ELCO Management
New York
$874K -$58.9K -197 -7%
AGWCA
1975
Annis Gardner Whiting Capital Advisors
Florida
$874K -$9.87K -33 -1%

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.