We are live on ! Find out more
MCD icon

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
GCM
2176
Goldstream Capital Management
Hong Kong
$682K
SA
2177
Strategic Advisors
New York
$679K -$897 -3 -0.1%
MTC
2178
McDaniel Terry & Co
Texas
$679K
NFSG
2179
Newbridge Financial Services Group
Florida
$679K -$121K -406 -16%
FCM
2180
Fire Capital Management
California
$678K +$19.7K +66 +3%
AIC
2181
Argus Investors Counsel
New York
$677K -$269K -900 -29%
TCB
2182
Texas Capital Bancshares
Texas
$677K +$28.7K +96 +5%
KCM
2183
KRS Capital Management
Michigan
$677K -$12.3K -41 -2%
TC
2184
TwinBeech Capital
New York
$677K +$648K +2,167 New
MHR
2185
Matthew Hamilton Rosenberg
$676K +$8.08K +27 +1%
VCM
2186
Virtue Capital Management
Tennessee
$675K +$338K +1,131 +110%
BSSFA
2187
Baron Silver Stevens Financial Advisors
Florida
$673K +$26K +87 +4%
BMO
2188
Beck Mack & Oliver
New York
$673K +$272K +910 +73%
TIA
2189
Tiemann Investment Advisors
California
$672K +$29.9K +100 +5%
WP
2190
WealthPLAN Partners
Nebraska
$671K -$62.2K -208 -9%
FI
2191
Financial Insights
Washington
$671K +$95.7K +320 +18%
CI
2192
Centerstone Investors
New York
$669K -$1.8M -6,027 -74%
WCM
2193
Winthrop Capital Management
Indiana
$669K -$3.59K -12 -0.6%
CFC
2194
Coyle Financial Counsel
Illinois
$668K +$2.39K +8 +0.4%
OFW
2195
Omnia Family Wealth
Florida
$666K +$53.2K +178 +9%
RWA
2196
River Wealth Advisors
Pennsylvania
$666K -$40.1K -134 -6%
BWA
2197
Bordeaux Wealth Advisors
California
$666K -$304K -1,015 -32%
CFG
2198
Copley Financial Group
California
$664K -$12K -40 -2%
SAMC
2199
Spectrum Asset Management (California)
California
$663K -$27.8K -93 -4%
WHG
2200
Westwood Holdings Group
Texas
$663K -$616K -2,061 -49%

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.