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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
MIP
2426
Marietta Investment Partners
Wisconsin
$504K -$19.4K -65 -4%
UWPG
2427
Ullmann Wealth Partners Group
Florida
$504K -$46.1K -154 -9%
SM
2428
Sweeney & Michel
California
$504K +$502K +1,680 New
CWM
2429
Chemistry Wealth Management
New York
$504K -$13.5K -45 -3%
PIFP
2430
Partners in Financial Planning
Virginia
$504K
LI
2431
LifeWealth Investments
Florida
$503K +$180K +603 +60%
JBA
2432
Johnson Bixby & Associates
Washington
$503K
LJAC
2433
L.J. Altfest & Co
New York
$502K +$15.6K +52 +3%
KCFA
2434
Key Client Fiduciary Advisors
New Jersey
$502K +$1.79K +6 +0.4%
MFA
2435
Millington Financial Advisors
Illinois
$501K +$2.09K +7 +0.4%
EWA
2436
EQ Wealth Advisors
Texas
$500K
PTC
2437
Philadelphia Trust Company
Pennsylvania
$499K -$14.1K -47 -3%
PIA
2438
Powell Investment Advisors
Florida
$498K
PSP
2439
Pacific Sage Partners
Washington
$498K +$82.3K +275 +21%
WDC
2440
Woodward Diversified Capital
California
$497K +$35.6K +119 +8%
MF
2441
Manchester Financial
California
$496K
RFA
2442
Reyes Financial Architecture
California
$496K +$119K +397 +33%
LT
2443
Legacy Trust
Michigan
$495K
SA
2444
SL Advisors
New Jersey
$494K -$15.3K -51 -3%
CAGAS
2445
Capital Advisory Group Advisory Services
Minnesota
$494K +$17K +57 +4%
CCA
2446
Catalyst Capital Advisors
New York
$494K +$147K +492 +45%
FFA
2447
Florida Financial Advisors
Florida
$492K +$23.6K +79 +5%
RTC
2448
Real Talk Capital
Tennessee
$492K +$5.68K +19 +1%
KA
2449
KDT Advisors
New York
$491K -$118K -395 -20%
CWM
2450
Crowley Wealth Management
Delaware
$490K +$1.5K +5 +0.3%

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.