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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
BWM
2401
Baron Wealth Management
Michigan
$523K -$4.79K -16 -0.9%
BWA
2402
BlueChip Wealth Advisors
Georgia
$522K -$19.7K -66 -4%
BF
2403
bLong Financial
Tennessee
$522K
IPWA
2404
International Private Wealth Advisors
California
$521K +$15.9K +53 +3%
TWA
2405
Talisman Wealth Advisors
New Jersey
$520K -$11.4K -38 -2%
SMWM
2406
Silvia McColl Wealth Management
California
$520K
TCM
2407
TruNorth Capital Management
Michigan
$519K +$359K +1,200 +259%
CCM
2408
Crew Capital Management
Ohio
$519K +$5.68K +19 +1%
VCM
2409
Verde Capital Management
Michigan
$516K +$1.5K +5 +0.3%
OFP
2410
OFC Financial Planning
New Jersey
$515K
GAB
2411
German American Bancorp
Indiana
$514K +$598 +2 +0.1%
TC
2412
Trilogy Capital
California
$512K -$17K -57 -3%
ML
2413
Mayport LLC
Massachusetts
$511K +$7.78K +26 +2%
FCA
2414
FLC Capital Advisors
California
$510K
JSAM
2415
J. Safra Asset Management
New York
$509K +$159K +530 +48%
BCM
2416
Bayesian Capital Management
New York
$508K +$486K +1,625 New
CHAM
2417
Clear Harbor Asset Management
Connecticut
$507K +$10.5K +35 +2%
CG
2418
CFO4Life Group
Texas
$507K -$87K -291 -15%
GWP
2419
Gateway Wealth Partners
Wisconsin
$507K +$20K +67 +4%
CAL
2420
Capital Advisors Ltd
Ohio
$507K +$4.49K +15 +0.9%
CWMGO
2421
Capstone Wealth Management Group (Oregon)
Oregon
$507K +$897 +3 +0.2%
CH
2422
Cromwell Holdings
Wyoming
$506K
NFW
2423
Noble Family Wealth
Florida
$506K
TWP
2424
Triad Wealth Partners
Kansas
$504K +$193K +645 +67%
PWA
2425
Primoris Wealth Advisors
Florida
$504K -$116K -387 -19%

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.