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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
HPIA
2376
Hamilton Point Investment Advisors
North Carolina
$537K +$185K +620 +56%
RTC
2377
Riverview Trust Company
Washington
$537K -$9.27K -31 -2%
SNB
2378
Security National Bank
Nebraska
$536K -$19.4K -65 -4%
CWA
2379
Clearview Wealth Advisors
Oregon
$536K -$15.6K -52 -3%
GJIA
2380
Glass Jacobson Investment Advisors
Maryland
$536K
WCFA
2381
Walkner Condon Financial Advisors
Wisconsin
$536K -$33.2K -111 -6%
SN
2382
Sittner & Nelson
Oregon
$535K -$8.97K -30 -2%
NFA
2383
Northwest Financial Advisors
Virginia
$535K
WH
2384
Willner & Heller
California
$533K +$2.99K +10 +0.6%
JF
2385
Jump Financial
Illinois
$532K -$557K -1,863 -52%
RW
2386
RVW Wealth
California
$532K +$278K +929 +120%
FA
2387
Financial Advisors
Massachusetts
$530K +$299 +1 +0.1%
SFS
2388
Summit Financial Strategies
Ohio
$529K -$897 -3 -0.2%
QPWM
2389
Quadrant Private Wealth Management
Pennsylvania
$528K -$35K -117 -6%
KPWG
2390
KFA Private Wealth Group
Virginia
$527K +$505K +1,688 New
CFS
2391
Commonwealth Financial Services
West Virginia
$527K -$37.1K -124 -7%
SIA
2392
Strategic Investment Advisors
Michigan
$527K -$80.8K -270 -14%
NRC
2393
New Republic Capital
North Carolina
$525K +$49.4K +165 +11%
SFP
2394
Sandbox Financial Partners
Maryland
$525K +$6.28K +21 +1%
CA
2395
Calton & Associates
Florida
$525K +$503K +1,681 New
EA
2396
Enclave Advisors
Texas
$525K +$4.19K +14 +0.8%
VP
2397
Verum Partners
North Carolina
$525K +$12K +40 +2%
PCMC
2398
Paragon Capital Management (Colorado)
Colorado
$524K +$97.2K +325 +24%
MWM
2399
McMill Wealth Management
Nebraska
$523K +$501K +1,675 New
FPGK
2400
Financial Partners Group (Kansas)
Kansas
$523K +$2.09K +7 +0.4%

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.