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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
CFM
2276
Catalyst Funds Management
Australia
$600K +$574K +1,920 New
MW
2277
MBL Wealth
North Carolina
$599K +$238K +796 +71%
CCB
2278
Cutter & Co Brokerage
Missouri
$597K +$299 +1 +0.1%
HP
2279
Hilltop Partners
Indiana
$595K +$9.87K +33 +2%
CAM
2280
Creekmur Asset Management
Illinois
$595K +$192K +642 +51%
AIM
2281
Avity Investment Management
Connecticut
$595K -$35.9K -120 -6%
GPW
2282
Gentry Private Wealth
Kansas
$595K +$569K +1,904 New
TAM
2283
Tucker Asset Management
Colorado
$594K -$93.6K -313 -14%
CRI
2284
Colonial River Investments
Virginia
$594K -$120K -400 -17%
PWA
2285
Physician Wealth Advisors
Utah
$593K +$1.79K +6 +0.3%
PWM
2286
Paulson Wealth Management
Illinois
$593K -$77.2K -258 -12%
SDWMA
2287
Schneider Downs Wealth Management Advisors
Pennsylvania
$593K
OL
2288
Optas LLC
Texas
$590K +$106K +355 +23%
SCM
2289
Stonebridge Capital Management
California
$590K
CD
2290
Chapin Davis
Maryland
$589K +$17.9K +60 +3%
EIG
2291
Ellenbecker Investment Group
Wisconsin
$586K +$2.09K +7 +0.4%
1WA
2292
180 Wealth Advisors
Washington
$585K -$21.8K -73 -4%
ZAM
2293
Zevin Asset Management
Massachusetts
$585K -$598 -2 -0.1%
OCM
2294
Orion Capital Management
California
$585K +$335K +1,121 +149%
LB
2295
Legacy Bridge
Iowa
$585K -$166K -556 -23%
PA
2296
Persium Advisors
Georgia
$582K +$16.5K +55 +3%
BWP
2297
Bernardo Wealth Planning
Pennsylvania
$582K +$10.8K +36 +2%
USWIA
2298
UP Strategic Wealth Investment Advisors
Pennsylvania
$582K +$8.08K +27 +1%
AFG
2299
ABLE Financial Group
Arizona
$581K +$897 +3 +0.2%
ATS
2300
Ashton Thomas Securities
New York
$581K +$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.