We are live on ! Find out more
MCD icon

McDonald's
MCD

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: 47 → 62 (+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: 3,386 → 3,414 (+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

Top Buyers

Rank Fund Capital Flow
1
GFA
Gallagher Fiduciary Advisors
Illinois
+$1.45B
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.43B
3
Morgan Stanley
Morgan Stanley
New York
+$619M
4
Bank of America
Bank of America
North Carolina
+$538M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$402M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$647M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$572M
3
State Street
State Street
Massachusetts
-$279M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$190M
5
Holocene Advisors
Holocene Advisors
New York
-$174M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
Atticus Wealth Management
Florida
$840K +$93.6K +313 +13%
PCA
2002
Purkiss Capital Advisors
Connecticut
$839K -$136K -454 -14%
AI
2003
Arrien Investments
Idaho
$836K +$4.19K +14 +0.5%
QWM
2004
Quadcap Wealth Management
Texas
$836K -$2.69K -9 -0.3%
SWA
2005
SOA Wealth Advisors
New York
$836K +$1.98M +6,629 +246%
ONST
2006
Old North State Trust
North Carolina
$832K – – –
KWM
2007
Keebeck Wealth Management
Illinois
$827K +$12K +40 +2%
PDL
2008
Portfolio Design Labs
California
$825K -$520K -1,737 -40%
LOIP
2009
Live Oak Investment Partners
Texas
$824K +$789K +2,638 New
GHA
2010
Granite Harbor Advisors
Texas
$823K +$31.1K +104 +4%
CWA
2011
Canvas Wealth Advisors
Kansas
$822K +$57.1K +191 +8%
TC
2012
TFR Capital
Texas
$818K +$419K +1,400 +115%
QWP
2013
Quotient Wealth Partners
Texas
$817K +$77.2K +258 +11%
IP
2014
Ignite Planners
California
$817K +$71.2K +238 +10%
PAM
2015
PCG Asset Management
New Jersey
$816K +$7.48K +25 +1%
CWA
2016
Centennial Wealth Advisory
Michigan
$816K +$72.7K +243 +10%
WAG
2017
Winthrop Advisory Group
Massachusetts
$816K +$13.8K +46 +2%
AP
2018
Advisors Preferred
Maryland
$815K +$778K +2,600 New
SPWM
2019
Schrum Private Wealth Management
Florida
$815K – – –
CRWM
2020
Castle Rock Wealth Management
California
$815K -$117K -391 -13%
IA
2021
IAM Advisory
Pennsylvania
$815K +$4.79K +16 +0.6%
HWM
2022
Horizon Wealth Management
Illinois
$814K -$3.59K -12 -0.5%
BB
2023
Berkshire Bank
Massachusetts
$812K -$24.5K -82 -3%
SMH
2024
Sanders Morris Harris
Texas
$812K – – –
TA
2025
TCM Advisors
West Virginia
$812K – – –
79 80
81
82 83

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.