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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
FRA
1976
Front Row Advisors
California
$871K -$50.5K -169 -6%
FPWM
1977
FSB Premier Wealth Management
Iowa
$870K +$79.9K +267 +11%
PCS
1978
Personal CFO Solutions
New Jersey
$870K +$35.9K +120 +5%
TT
1979
TI-Trust
Illinois
$869K
GLLW
1980
Graves Light Lenhart Wealth
Virginia
$868K +$21.5K +72 +3%
FDS
1981
First Dallas Securities
Texas
$867K -$29.9K -100 -3%
PCM
1982
Penserra Capital Management
California
$867K +$272K +909 +49%
GWWM
1983
Great Waters Wealth Management
Minnesota
$864K +$828K +2,767 New
APW
1984
Austin Private Wealth
Texas
$860K +$54.1K +181 +7%
GSWM
1985
Golden State Wealth Management
California
$859K +$86.4K +289 +12%
NWAG
1986
Net Worth Advisory Group
Utah
$859K +$183K +612 +29%
CWM
1987
Circle Wealth Management
New Jersey
$859K -$63.7K -213 -7%
JE
1988
JMAC Enterprises
Pennsylvania
$857K -$1.68M -5,607 -67%
HWMG
1989
Hurlow Wealth Management Group
Indiana
$855K -$29.9K -100 -4%
CAM
1990
Chesapeake Asset Management
New York
$855K +$38.9K +130 +5%
BWA
1991
Blodgett Wealth Advisors
California
$854K -$15K -50 -2%
GAM
1992
Gould Asset Management
California
$850K +$1.5K +5 +0.2%
BOM
1993
Bank of Marin
California
$848K
RFA
1994
Rollins Financial Advisors
New York
$847K -$11.4K -38 -1%
IA
1995
Insight Advisors
Pennsylvania
$847K -$12.6K -42 -2%
WF
1996
Wayfinding Financial
Washington
$847K -$3.59K -12 -0.4%
CVA
1997
Central Valley Advisors
California
$847K -$299K -999 -27%
EAM
1998
Evanson Asset Management
California
$845K -$125K -417 -13%
ICM
1999
IMS Capital Management
Oregon
$844K -$15K -50 -2%
HCMG
2000
Howard Capital Management Group
California
$843K -$7.48K -25 -0.9%

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.