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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
SPA
2301
Sentinel Pension Advisors
Massachusetts
$580K +$1.79K +6 +0.3%
BWM
2302
BCGM Wealth Management
Indiana
$579K +$2.99K +10 +0.5%
HFS
2303
Hoge Financial Services
Pennsylvania
$579K +$8.08K +27 +1%
FWP
2304
Falcon Wealth Planning
California
$579K +$64.6K +216 +13%
TWP
2305
Tower Wealth Partners
Pennsylvania
$577K +$90.9K +304 +20%
CL
2306
CVFG LLC
Indiana
$576K +$11.4K +38 +2%
LAS
2307
LWM Advisory Services
Florida
$575K
GA
2308
Goldstein Advisors
Wisconsin
$575K -$1.5K -5 -0.3%
CIS
2309
Connors Investor Services
Pennsylvania
$575K
MHWM
2310
Montz Harcus Wealth Management
Louisiana
$575K +$2.69K +9 +0.5%
BAM
2311
BOS Asset Management
Illinois
$574K +$44.9K +150 +9%
CWI
2312
Conscious Wealth Investments
Florida
$574K
BIG
2313
Brookwood Investment Group
Arizona
$571K +$547K +1,829 New
HP
2314
Holistic Planning
Texas
$571K -$59.8K -200 -10%
MWM
2315
MBE Wealth Management
Wisconsin
$571K +$299 +1 +0.1%
VC
2316
Veracity Capital
Georgia
$571K -$20.9K -70 -4%
GTAM
2317
Global Trust Asset Management
Florida
$571K +$5.08K +17 +0.9%
LCM
2318
Lazari Capital Management
California
$569K -$14.4K -48 -3%
PJWM
2319
Philip James Wealth Mangement
Georgia
$569K -$150K -501 -22%
SCP
2320
Sivia Capital Partners
California
$566K +$21.5K +72 +4%
CNTOF
2321
Canandaigua National Trust of Florida
New York
$566K
SC
2322
Sepio Capital
Utah
$566K -$55K -184 -9%
DA
2323
Detalus Advisors
Missouri
$565K +$11.7K +39 +2%
ECM
2324
Eisler Capital Management
United Kingdom
$565K +$223K +747 +70%
GWM
2325
Graybill Wealth Management
Illinois
$564K +$540K +1,807 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.