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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
CAM
2251
Councilmark Asset Management
Tennessee
$618K
AIM
2252
Advyzon Investment Management
Illinois
$615K +$588K +1,967 New
PFA
2253
Pathway Financial Advisors
Vermont
$614K
TA
2254
TFB Advisors
Kansas
$614K +$13.5K +45 +2%
SWM
2255
Stockman Wealth Management
Montana
$613K +$10.2K +34 +2%
ACM
2256
Allred Capital Management
Texas
$612K -$897 -3 -0.2%
TCWM
2257
Total Clarity Wealth Management
Illinois
$612K
TCM
2258
Tradewinds Capital Management
Washington
$610K -$1.2K -4 -0.2%
BWM
2259
BCS Wealth Management
Tennessee
$610K -$81.1K -271 -12%
MAFA
2260
MJT & Associates Financial Advisory
Minnesota
$609K +$583K +1,950 New
DG
2261
DMC Group
Alabama
$608K +$25.7K +86 +5%
WA
2262
WealthTrust Axiom
Pennsylvania
$608K +$10.5K +35 +2%
EBA
2263
Eagle Bay Advisors
New York
$608K -$50K -167 -8%
SHFA
2264
SC&H Financial Advisors
Maryland
$607K
PCM
2265
Passive Capital Management
Maryland
$607K +$354K +1,184 +156%
TC
2266
Tacita Capital
Ontario, Canada
$606K
CIA
2267
Compass Ion Advisors
Pennsylvania
$604K +$5.38K +18 +0.9%
FB
2268
First Bancorp
Maine
$604K -$897 -3 -0.2%
AL
2269
Aspiriant LLC
California
$602K -$189K -633 -25%
OL
2270
OneFund LLC
Florida
$602K +$897 +3 +0.2%
FFG
2271
Fortem Financial Group
California
$602K +$2.99K +10 +0.5%
TFP
2272
Tilia Fiduciary Partners
North Carolina
$601K -$6.28K -21 -1%
HIF
2273
Hill Island Financial
Michigan
$601K -$143K -477 -20%
SA
2274
Sovran Advisors
California
$600K +$24.5K +82 +4%
CIP
2275
Capital Insight Partners
Arizona
$600K

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.