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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
MFS
2326
Miller Financial Services
Michigan
$564K -$6.88K -23 -1%
AA
2327
Addison Advisors
Vermont
$563K +$598 +2 +0.1%
SLT
2328
St Louis Trust
Missouri
$562K
BW
2329
BIP Wealth
Georgia
$562K -$5.98K -20 -1%
HNWAG
2330
High Net Worth Advisory Group
Florida
$561K
1WM
2331
1900 Wealth Management
Texas
$561K +$15K +50 +3%
LIA
2332
LBMC Investment Advisors
Tennessee
$561K +$598 +2 +0.1%
GDP
2333
Great Diamond Partners
Maine
$561K -$37.4K -125 -7%
DDC
2334
DF Dent & Co
Maryland
$560K
CFO
2335
CVA Family Office
Colorado
$560K +$9.87K +33 +2%
SFS
2336
Strategic Financial Services
New York
$559K
TAM
2337
Titleist Asset Management
Texas
$559K +$71.8K +240 +15%
NPFS
2338
Novak & Powell Financial Services
Florida
$559K -$24.5K -82 -4%
SPF
2339
South Plains Financial
Texas
$559K +$76.9K +257 +17%
FWM
2340
FFT Wealth Management
Pennsylvania
$559K +$535K +1,788 New
FCT
2341
Family Capital Trust
Massachusetts
$558K
LSA
2342
Lion Street Advisors
Texas
$558K -$1.79K -6 -0.3%
RCM
2343
Raleigh Capital Management
North Carolina
$558K -$556K -1,858 -51%
JCM
2344
J2 Capital Management
Michigan
$557K -$23K -77 -4%
MCM
2345
Monument Capital Management
Virginia
$556K +$4.49K +15 +0.9%
AIA
2346
AIMZ Investment Advisors
California
$555K
FWM
2347
Fingerlakes Wealth Management
New York
$555K -$47.9K -160 -8%
AIA
2348
Arbor Investment Advisors
North Carolina
$554K -$12.9K -43 -2%
SAM
2349
Shikiar Asset Management
New York
$553K +$1.2K +4 +0.2%
MWP
2350
Meridian Wealth Partners
Pennsylvania
$553K -$24.8K -83 -4%

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.