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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
LSV Asset Management
2101
LSV Asset Management
Illinois
$750K +$209K +700 +41%
SFG
2102
SNS Financial Group
Minnesota
$749K -$5.98K -20 -0.8%
HFM
2103
Hartford Funds Management
Pennsylvania
$747K +$30.2K +101 +4%
CCP
2104
Carmel Capital Partners
California
$747K +$2.39K +8 +0.3%
CPC
2105
Consolidated Planning Corp
Georgia
$747K -$62.5K -209 -8%
RWA
2106
Redhawk Wealth Advisors
Minnesota
$747K +$127K +426 +22%
BI
2107
Ballast Inc
Kentucky
$744K
SFG
2108
Sovereign Financial Group
Connecticut
$743K +$7.78K +26 +1%
MAM
2109
Marotta Asset Management
Virginia
$742K
DFP
2110
Defined Financial Planning
California
$742K +$125K +419 +22%
SHFA
2111
SS&H Financial Advisors
Michigan
$741K -$114K -381 -14%
NB
2112
Northwest Bancshares
Pennsylvania
$741K
GWM
2113
Greenwich Wealth Management
Connecticut
$739K -$40.4K -135 -5%
DLCIG
2114
D.L. Carlson Investment Group
New Hampshire
$738K -$1.79K -6 -0.3%
QP
2115
Quartz Partners
New York
$737K
LSIA
2116
LaSalle St. Investment Advisors
Illinois
$735K -$4.49K -15 -0.6%
SCP
2117
Silverleafe Capital Partners
Tennessee
$734K
KA
2118
Kozak & Associates
Colorado
$734K +$2.99K +10 +0.4%
BFG
2119
Bouchey Financial Group
New York
$733K -$3.89K -13 -0.6%
LIG
2120
Lokken Investment Group
Delaware
$731K -$36.5K -122 -5%
CIG
2121
Cullen Investment Group
Louisiana
$731K +$2.39K +8 +0.3%
WWG
2122
West Wealth Group
California
$730K +$12.6K +42 +2%
RWP
2123
Ridgecrest Wealth Partners
California
$729K -$59.8K -200 -8%
FFG
2124
Floyd Financial Group
Missouri
$729K +$17.6K +59 +3%
AT
2125
American Trust
Kentucky
$729K -$1.91M -6,380 -73%

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.