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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
GAM
2451
GEM Asset Management
Michigan
$489K
KWS
2452
Keystone Wealth Services
California
$488K -$31.1K -104 -6%
PIA
2453
Perennial Investment Advisors
California
$488K +$30.5K +102 +7%
TPWA
2454
TRUE Private Wealth Advisors
Oregon
$486K +$6.88K +23 +2%
CF
2455
Claris Financial
Virginia
$485K
MMHP
2456
Murphy Middleton Hinkle & Parker
Georgia
$484K
CFGA
2457
Cambridge Financial Group (Arizona)
Arizona
$483K +$28.1K +94 +6%
FSC
2458
Full Sail Capital
Oklahoma
$483K +$23.3K +78 +5%
BWL
2459
Bogart Wealth LLC
Virginia
$482K -$55.9K -187 -11%
MTWM
2460
Masso Torrence Wealth Management
New Jersey
$480K +$48.2K +161 +12%
PCM
2461
Princeton Capital Management
New Jersey
$479K
IAG
2462
Ipsen Advisor Group
Arkansas
$478K -$3.59K -12 -0.8%
GCM
2463
Genus Capital Management
British Columbia, Canada
$478K +$458K +1,530 New
MAM
2464
McLean Asset Management
Virginia
$477K +$4.19K +14 +0.9%
SIAG
2465
Safeguard Investment Advisory Group
California
$476K +$162K +543 +56%
MEG
2466
Millstone Evans Group
Colorado
$474K
FVWA
2467
Foster Victor Wealth Advisors
South Carolina
$474K +$219K +732 +92%
OAM
2468
Oxford Asset Management
United Kingdom
$473K +$29K +97 +7%
RIM
2469
Redwood Investment Management
Arizona
$472K +$452K +1,512 New
AHL
2470
Abel Hall LLC
Louisiana
$472K +$76.6K +256 +20%
JWBC
2471
John W. Bristol & Co
New York
$472K -$119K -399 -21%
CWM
2472
Centurion Wealth Management
Virginia
$471K
IPAM
2473
Investment Partners Asset Management
New Jersey
$471K
MWA
2474
MN Wealth Advisors
Kansas
$470K -$71.5K -239 -14%
VFG
2475
Victory Financial Group
Texas
$469K +$223K +745 +98%

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.