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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
TCOTS
2026
Trust Company of the South
North Carolina
$812K +$24.8K +83 +3%
VST
2027
Van Strum & Towne
California
$812K +$59.8K +200 +8%
BWP
2028
Balboa Wealth Partners
Arizona
$812K +$6.58K +22 +0.9%
WSCM
2029
Wellington Shields Capital Management
New York
$811K -$308K -1,030 -28%
KTC
2030
Kentucky Trust Company
Kentucky
$811K -$38K -127 -5%
FFO
2031
Fortitude Family Office
Arizona
$809K -$485K -1,623 -39%
CA
2032
Crewe Advisors
Utah
$809K +$160K +535 +26%
DPI
2033
Diversified Portfolios Inc
Michigan
$808K -$31.1K -104 -4%
CP
2034
Creekside Partners
California
$807K
AFG
2035
Allegheny Financial Group
Pennsylvania
$806K -$115K -384 -13%
SOAMC
2036
Spirit of America Management Corp
New York
$806K
MCA
2037
MSH Capital Advisors
Arizona
$805K +$90.9K +304 +13%
FFA
2038
First Foundation Advisors
California
$805K -$354K -1,184 -31%
CPBTD
2039
Central Pacific Bank - Trust Division
Hawaii
$805K -$171K -573 -18%
MAG
2040
Mayfair Advisory Group
Alabama
$804K -$36.5K -122 -5%
GIA
2041
GHP Investment Advisors
Colorado
$802K +$16.5K +55 +2%
CCC
2042
Compass Capital Corp
Massachusetts
$801K -$73.3K -245 -9%
SHGA
2043
Sand Hill Global Advisors
California
$800K +$150K +503 +24%
PBO
2044
Peoples Bank (Ohio)
Ohio
$800K -$18.8K -63 -2%
EB
2045
Exchange Bank
California
$799K +$6.88K +23 +0.9%
KW
2046
KWB Wealth
California
$798K +$2.09K +7 +0.3%
LWM
2047
Lakeridge Wealth Management
Ohio
$796K +$10.8K +36 +1%
CC
2048
Callan Capital
California
$795K +$81.4K +272 +12%
EMAM
2049
Encompass More Asset Management
California
$795K -$49.7K -166 -6%
DFG
2050
Delta Financial Group
New Jersey
$795K -$6.28K -21 -0.8%

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.