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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
TFA
2151
Transamerica Financial Advisors
Florida
$705K -$68.5K -229 -9%
LWAM
2152
Legacy Wealth Asset Management
Minnesota
$705K -$9.87K -33 -1%
WP
2153
Westmount Partners
California
$705K -$269K -898 -28%
LPAM
2154
Lodestar Private Asset Management
California
$704K -$7.48K -25 -1%
SIM
2155
Seaview Investment Managers
Florida
$704K +$674K +2,254 New
BI
2156
Bolthouse Investments
California
$704K
SI
2157
Severin Investments
Missouri
$704K +$434K +1,450 +181%
NFTC
2158
North Forty Two & Co
Oregon
$699K -$6.28K -21 -0.9%
SBWIC
2159
Schaper Benz & Wise Investment Counsel
Wisconsin
$699K
LWM
2160
LongView Wealth Management
Georgia
$698K +$2.39K +8 +0.4%
FBFS
2161
First Business Financial Services
Wisconsin
$696K -$17.9K -60 -3%
SIM
2162
Sentry Investment Management
Wisconsin
$694K -$207K -691 -23%
PCA
2163
Prosperity Capital Advisors
Ohio
$692K -$8.38K -28 -1%
CPA
2164
Capital Performance Advisors
California
$690K +$405K +1,354 +158%
PAA
2165
Peregrine Asset Advisers
Oregon
$689K -$59.8K -200 -8%
VCAM
2166
Van Cleef Asset Management
Ohio
$689K -$65.5K -219 -9%
SFC
2167
SYM Financial Corp
Indiana
$687K +$5.08K +17 +0.8%
SAM
2168
Sompo Asset Management
Japan
$687K +$32.9K +110 +5%
ACGA
2169
Atlanta Consulting Group Advisors
Georgia
$686K
MLFP
2170
MPS Loria Financial Planners
Illinois
$685K +$2.39K +8 +0.4%
CCFM
2171
Clear Creek Financial Management
Washington
$684K +$260K +868 +66%
SWM
2172
Silverlake Wealth Management
Vermont
$684K
CAM
2173
Campion Asset Management
Virginia
$683K
GPW
2174
Gray Private Wealth
Massachusetts
$682K -$2.69K -9 -0.4%
AF
2175
Aldebaran Financial
$682K -$6.58K -22 -1%

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.