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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
TFG
2076
Tilson Financial Group
New Jersey
$770K +$1.79K +6 +0.2%
FMTC
2077
Farmers & Merchants Trust Company
California
$770K -$53.5K -179 -7%
TFG
2078
Taylor Financial Group
Virginia
$770K +$17.6K +59 +2%
OFS
2079
Oldfather Financial Services
Nebraska
$769K -$10.5K -35 -1%
CSB
2080
City State Bank
Iowa
$767K -$15K -50 -2%
DWM
2081
Dynasty Wealth Management
Florida
$766K -$2.39K -8 -0.3%
SMA
2082
Seven Mile Advisory
New Jersey
$766K +$46.4K +155 +7%
BCM
2083
Brasada Capital Management
Texas
$764K -$15.3K -51 -2%
BFG
2084
Berger Financial Group
Minnesota
$762K +$26.9K +90 +4%
SPL
2085
Smart Portfolios LLC
Washington
$762K -$897 -3 -0.1%
ORC
2086
O'Rourke & Company
Massachusetts
$760K +$1.5K +5 +0.2%
FDDB
2087
Fidelity D&D Bancorp
Pennsylvania
$760K
MWM
2088
Maridea Wealth Management
New York
$760K +$273K +912 +60%
PW
2089
PUREfi Wealth
Massachusetts
$759K +$325K +1,088 +81%
LFP
2090
Lakeshore Financial Planning
Michigan
$759K -$29K -97 -4%
ICA
2091
Infrastructure Capital Advisors
New York
$757K -$532K -1,778 -42%
SFSG
2092
Sound Financial Strategies Group
Mississippi
$757K -$186K -622 -20%
AIP
2093
Almanack Investment Partners
Pennsylvania
$756K +$178K +596 +33%
DIM
2094
Delta Investment Management
California
$754K -$113K -378 -14%
KWM
2095
KFG Wealth Management
Indiana
$754K -$29.3K -98 -4%
TI
2096
tru Independence
Oregon
$752K +$3.89K +13 +0.5%
SPWG
2097
Syntegra Private Wealth Group
Missouri
$752K +$16.5K +55 +2%
MPIA
2098
Mountain Pacific Investment Advisers
Idaho
$752K -$59.8K -200 -8%
AWM
2099
Aberdeen Wealth Management
Illinois
$751K -$33.8K -113 -4%
BBNA
2100
Bremer Bank National Association
Minnesota
$750K -$2.09K -7 -0.3%

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.