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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
SWM
2126
Seed Wealth Management
Illinois
$728K
HAM
2127
Harmony Asset Management
Arizona
$728K
BTD
2128
BankPlus Trust Department
Mississippi
$728K -$17.9K -60 -3%
PCP
2129
Proficio Capital Partners
Massachusetts
$726K +$85.2K +285 +14%
DOA
2130
D'Orazio & Associates
Virginia
$725K -$21.2K -71 -3%
ML
2131
McAdam LLC
Pennsylvania
$724K +$45.8K +153 +7%
DCA
2132
DSG Capital Advisors
Minnesota
$722K +$8.97K +30 +1%
CCA
2133
Clearwater Capital Advisors
Illinois
$722K +$1.2K +4 +0.2%
HI
2134
Human Investing
Oregon
$721K -$91.8K -307 -12%
GCIA
2135
Gabelli & Co Investment Advisers
New York
$718K
V
2136
ViaWealth
Kansas
$718K -$77.2K -258 -10%
JWWM
2137
Johnson & White Wealth Management
Pennsylvania
$716K
CB
2138
Centennial Bank
Arkansas
$713K +$17K +57 +3%
WC
2139
Whitney & Co
New York
$713K -$15K -50 -2%
SOS
2140
Silver Oak Securities
Tennessee
$712K +$13.2K +44 +2%
CHJWM
2141
Carlton Hofferkamp & Jenks Wealth Management
Texas
$712K -$897 -3 -0.1%
GS
2142
GTS Securities
New York
$711K -$1.21M -4,031 -64%
OF
2143
Optimize Financial
California
$710K +$135K +451 +25%
IAP
2144
Indie Asset Partners
Indiana
$709K -$106K -356 -14%
DSC
2145
Duncker Streett & Co
Missouri
$709K -$11.7K -39 -2%
CFG
2146
Cooper Financial Group
California
$709K +$77.2K +258 +13%
WSC
2147
Wellington Shields & Co
New York
$708K
CIA
2148
Cladis Investment Advisory
Montana
$707K
SFG
2149
Seamount Financial Group
Colorado
$706K -$10.2K -34 -1%
VIPI
2150
Vista Investment Partners II
Indiana
$705K +$27.2K +91 +4%

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.