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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
MWS
2226
MFA Wealth Services
California
$641K -$50.2K -168 -8%
CWMK
2227
Caliber Wealth Management (Kansas)
Kansas
$641K +$613K +2,051 New
VCM
2228
Versant Capital Management
Arizona
$640K +$286K +957 +88%
OAM
2229
Occidental Asset Management
California
$639K +$149K +499 +32%
SL
2230
Sentinus LLC
Illinois
$639K -$19.1K -64 -3%
FSG
2231
Financial Strategies Group
Michigan
$637K +$2.69K +9 +0.4%
RA
2232
Riversedge Advisors
Delaware
$637K +$79.3K +265 +15%
PD
2233
Planning Directions
Pennsylvania
$636K -$13.5K -45 -2%
LA
2234
Lifeworks Advisors
Michigan
$636K +$72.1K +241 +13%
BWM
2235
BlackDiamond Wealth Management
New York
$632K -$7.48K -25 -1%
PS
2236
Planned Solutions
California
$629K
DLA
2237
Douglas Lane & Associates
New York
$629K -$103K -346 -15%
GCM
2238
Gladius Capital Management
Illinois
$628K +$601K +2,011 New
WI
2239
Wedgewood Investors
Pennsylvania
$628K
SAM
2240
Sherman Asset Management
California
$628K +$25.4K +85 +4%
CI
2241
Cherokee Insurance
Michigan
$625K
GWI
2242
Grace & White Inc
New York
$625K
CA
2243
Capital Advantage
California
$624K
CPC
2244
Congress Park Capital
New York
$623K -$105K -350 -15%
OCG
2245
Opus Capital Group
Ohio
$622K +$47K +157 +9%
FFO
2246
Fiduciary Family Office
Florida
$622K +$596K +1,991 New
HA
2247
Harfst & Associates
Wyoming
$621K +$594K +1,987 New
CMI
2248
Clare Market Investments
Texas
$621K +$76.6K +256 +15%
BCM
2249
Boltwood Capital Management
California
$620K +$30.8K +103 +5%
EW
2250
Elyxium Wealth
California
$620K +$593K +1,984 New

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.