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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$22B +$71.7M +239,753 +0.3%
BlackRock
2
BlackRock
New York
$16.4B +$67.8M +226,558 +0.4%
JP Morgan Chase
3
JP Morgan Chase
New York
$11.7B +$1.43B +4,783,479 +15%
State Street
4
State Street
Massachusetts
$10.8B -$279M -933,490 -3%
Morgan Stanley
5
Morgan Stanley
New York
$5.49B +$619M +2,071,046 +13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.16B +$143M +477,917 +3%
Bank of America
7
Bank of America
North Carolina
$4.64B +$538M +1,799,765 +14%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$3.7B -$647M -2,164,666 -15%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$2.92B +$402M +1,344,954 +17%
Norges Bank
10
Norges Bank
Norway
$2.81B -$121M -404,704 -4%
Northern Trust
11
Northern Trust
Illinois
$2.8B +$29.3M +97,966 +1%
Capital Research Global Investors
12
Capital Research Global Investors
California
$2.73B -$572M -1,911,861 -18%
Wells Fargo
13
Wells Fargo
California
$2.54B -$48.6M -162,443 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.13B -$154M -514,633 -7%
UBS Group
15
UBS Group
Switzerland
$1.98B -$11.7M -39,017 -0.6%
Charles Schwab
16
Charles Schwab
California
$1.78B -$1.44M -4,822 -0.1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.77B -$38.5M -128,776 -2%
UBS AM
18
UBS AM
Illinois
$1.61B +$36.9M +123,454 +2%
Goldman Sachs
19
Goldman Sachs
New York
$1.52B +$202M +674,068 +16%
GFA
20
Gallagher Fiduciary Advisors
Illinois
$1.51B +$1.45B +4,834,873 +112,361%
Invesco
21
Invesco
Georgia
$1.46B +$116M +386,392 +9%
Ameriprise
22
Ameriprise
Minnesota
$1.41B +$3.1M +10,362 +0.2%
Legal & General Group
23
Legal & General Group
United Kingdom
$1.38B +$24.4M +81,478 +2%
N
24
Nuveen
North Carolina
$1.32B -$106M -353,604 -8%
Franklin Resources
25
Franklin Resources
California
$1.28B +$9.18M +30,682 +0.8%

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.