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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
FAN
2351
Financial Advisors Network
California
$552K -$2.99K -10 -0.6%
CWP
2352
Core Wealth Partners
California
$551K -$897 -3 -0.2%
RF
2353
Rossby Financial
Florida
$550K -$50.5K -169 -9%
IWB
2354
Innovative Wealth Building
Maryland
$549K +$13.8K +46 +3%
LA
2355
Latitude Advisors
Florida
$549K -$64K -214 -11%
SCG
2356
Sonata Capital Group
Washington
$548K
CPRC
2357
Consolidated Portfolio Review Corp
New York
$548K +$64.6K +216 +14%
OPCM
2358
Osborne Partners Capital Management
California
$546K
GPWM
2359
Grant Private Wealth Management
California
$546K +$5.38K +18 +1%
VCM
2360
Vivaldi Capital Management
Illinois
$545K +$98.7K +330 +23%
TC
2361
Trust Company
Kansas
$544K -$172K -574 -25%
LD
2362
Lipe & Dalton
New York
$544K
TW
2363
Traveka Wealth
California
$543K +$2.99K +10 +0.6%
OPPS
2364
Obsidian Personal Planning Solutions
Maryland
$542K +$598 +2 +0.1%
MDA
2365
Minot DeBlois Advisors
Massachusetts
$541K +$1.2K +4 +0.2%
EM
2366
Excalibur Management
Massachusetts
$541K +$27.5K +92 +6%
CCA
2367
Childress Capital Advisors
Texas
$540K -$31.1K -104 -6%
AWM
2368
Affinity Wealth Management
Delaware
$540K +$8.97K +30 +2%
CWM
2369
Castle Wealth Management
Florida
$540K -$6.88K -23 -1%
RRCM
2370
Rappaport Reiches Capital Management
Illinois
$540K +$14.1K +47 +3%
MTIC
2371
Missouri Trust & Investment Company
Missouri
$539K -$47.3K -158 -8%
RWA
2372
Rooted Wealth Advisors
Illinois
$538K +$12.6K +42 +2%
SP
2373
Symmetry Partners
Connecticut
$538K +$24.8K +83 +5%
TWM
2374
Topsail Wealth Management
North Carolina
$537K -$94.2K -315 -15%
RB
2375
Rodgers Brothers
Pennsylvania
$537K

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.