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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
SG
2051
Somerset Group
Minnesota
$795K
NPPM
2052
North Point Portfolio Managers
Ohio
$794K +$206K +689 +37%
VPP
2053
Vertex Planning Partners
Illinois
$794K -$33.5K -112 -4%
EA
2054
Everpar Advisors
Oklahoma
$793K -$26K -87 -3%
AA
2055
Armis Advisers
Georgia
$791K +$275K +921 +58%
CWA
2056
CM Wealth Advisors
Ohio
$790K
GAG
2057
GM Advisory Group
New York
$788K +$41.3K +138 +6%
PFG
2058
Pinnacle Financial Group
Illinois
$788K +$303K +1,012 +67%
ARC
2059
Advisor Resource Council
Texas
$788K +$755K +2,523 New
PWM
2060
PBMares Wealth Management
Virginia
$787K -$153K -512 -17%
FA
2061
Fiducient Advisors
Illinois
$786K +$48.2K +161 +7%
W
2062
Wealthquest
Ohio
$785K -$24.5K -82 -3%
HAS
2063
Holland Advisory Services
Florida
$783K +$299 +1 +0%
GG
2064
Gleason Group
Kentucky
$780K +$4.49K +15 +0.6%
PSFG
2065
Park Square Financial Group
Georgia
$780K +$345K +1,152 +86%
ALA
2066
Atlas Legacy Advisors
California
$779K +$29.9K +100 +4%
ATC
2067
Advantage Trust Company
Kansas
$779K -$319K -1,066 -30%
LWM
2068
Lodestone Wealth Management
Washington
$779K +$21.2K +71 +3%
YIM
2069
Yoffe Investment Management
Pennsylvania
$776K
Balyasny Asset Management
2070
Balyasny Asset Management
Illinois
$775K -$50.7M -169,625 -99%
SIA
2071
Schear Investment Advisers
Ohio
$773K -$2.09K -7 -0.3%
ACA
2072
Ackerman Capital Advisors
Texas
$772K
GF
2073
GGM Financials
Ohio
$771K +$3.89K +13 +0.5%
VPF
2074
Vantage Point Financial
Illinois
$771K -$299 -1 -0%
PWM
2075
Prentice Wealth Management
New York
$770K +$20.6K +69 +3%

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.