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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
GXJ
2201
Global X Japan
Japan
$663K +$118K +396 +23%
WA
2202
Waddell & Associates
Tennessee
$661K -$89.7K -300 -12%
PC
2203
Port Capital
Illinois
$660K -$10.2K -34 -2%
JAFL
2204
Jay A. Fishman Ltd
Michigan
$658K -$1.45M -4,845 -70%
EWP
2205
Elevation Wealth Partners
California
$658K +$2.09K +7 +0.3%
PCM
2206
Ping Capital Management
New York
$656K +$29.9K +100 +5%
MKC
2207
M. Kraus & Co
Vermont
$655K -$8.97K -30 -1%
BG
2208
Bollard Group
Massachusetts
$655K +$3.59K +12 +0.6%
SFB
2209
STAR Financial Bank
Indiana
$655K -$88.2K -295 -12%
VRM
2210
Vectors Research Management
New York
$654K
OFO
2211
OneAscent Family Office
Alabama
$654K +$321K +1,073 +105%
RCM
2212
Riverpark Capital Management
New York
$653K
ZBNA
2213
Zions Bancorporation, National Association
Utah
$653K +$625K +2,090 New
HCP
2214
Hexagon Capital Partners
Arkansas
$652K +$29.3K +98 +5%
PI
2215
PineBridge Investments
New York
$651K +$624K +2,085 New
MCM
2216
Marathon Capital Management
Maryland
$650K -$2.69K -9 -0.4%
BLC
2217
Brown, Lisle/Cummings
Rhode Island
$650K +$1.5K +5 +0.2%
HBT
2218
Heartland Bank & Trust
Illinois
$649K +$90.6K +303 +17%
AGP
2219
Autumn Glory Partners
Texas
$647K
AIC
2220
Archer Investment Corporation
Indiana
$646K
RA
2221
Rise Advisors
New York
$646K +$71.8K +240 +13%
JLBC
2222
J.L. Bainbridge & Co
Florida
$645K -$14.7K -49 -2%
OCPWS
2223
One Charles Private Wealth Services
Massachusetts
$644K +$54.7K +183 +10%
RWP
2224
Revolve Wealth Partners
New Jersey
$643K +$35.3K +118 +6%
JWM
2225
Jupiter Wealth Management
Colorado
$642K

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.