We are live on ! Find out more
MCD icon

McDonald's

3,417 hedge funds and large institutions have $159B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 1,372 increasing their positions, 1,381 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 131

0.31% more ownership

Funds ownership: 74.4%74.71% (+0.31%)

0% more funds holding

Funds holding: 3,4143,417 (+3)

0% less call options, than puts

Call options by funds: $2.63B | Put options by funds: $2.64B

1% less repeat investments, than reductions

Existing positions increased: 1,372 | Existing positions reduced: 1,381

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.24B)

27% less funds holding in top 10

Funds holding in top 10: 6245 (-17)

Holders
3,417
Holders Change
+3
Holders Change %
+0.09%
% of All Funds
44.98%
Holding in Top 10
45
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-27.42%
% of All Funds
0.59%
New
182
Increased
1,372
Reduced
1,381
Closed
131
Calls
$2.63B
Puts
$2.64B
Net Calls
-$3.88M
Net Calls Change
-$254M
Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
2476
Foster Victor Wealth Advisors
South Carolina
$461K +$14.2K +46 +3%
NCM
2477
Northside Capital Management
Oregon
$461K +$119K +385 +32%
RTC
2478
Real Talk Capital
Tennessee
$460K
KA
2479
KDT Advisors
New York
$460K
PCTC
2480
Perkins Coie Trust Company
Washington
$459K +$205K +664 +73%
CAL
2481
Capital Advisors Ltd
Ohio
$459K -$16.3K -53 -3%
AA
2482
Acorns Advisers
California
$459K +$109K +352 +29%
SLG
2483
Stanley-Laman Group
Pennsylvania
$459K +$45.9K +149 +10%
CL
2484
CVFG LLC
Indiana
$458K -$85.7K -278 -15%
CAU
2485
Caxton Associates (UK)
$458K +$120K +389 +33%
MWA
2486
MN Wealth Advisors
Kansas
$457K +$18.5K +60 +4%
KWS
2487
Keystone Wealth Services
California
$457K -$308 -1 -0.1%
GWP
2488
Gateway Wealth Partners
Wisconsin
$456K -$19.4K -63 -4%
IPAM
2489
Investment Partners Asset Management
New Jersey
$454K +$13.9K +45 +3%
FCT
2490
Family Capital Trust
Massachusetts
$453K -$73.1K -237 -13%
VC
2491
Veracity Capital
Georgia
$452K -$86.3K -280 -15%
BW
2492
BIP Wealth
Georgia
$452K -$77.4K -251 -14%
FSC
2493
Full Sail Capital
Oklahoma
$451K
PCM
2494
Princeton Capital Management
New Jersey
$448K
FCA
2495
FLC Capital Advisors
California
$448K -$30.8K -100 -6%
CWMP
2496
Clarion Wealth Managment Partners
Virginia
$447K +$472K +1,531 New
MAM
2497
McLean Asset Management
Virginia
$447K -$22.8K -74 -5%
GCM
2498
Genus Capital Management
British Columbia, Canada
$447K
MEG
2499
Millstone Evans Group
Colorado
$444K
T
2500
Tableaux
Massachusetts
$444K +$25K +81 +6%

MCD Hedge Fund Activity: Q2 2025 in Review

3,417 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2025, worth a combined $159B — down 4.4% from $166B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new MCD positions and 131 closed out — a net gain of 51 holders — while 1,372 added to existing stakes and 1,381 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $1.84B. The largest seller was JP Morgan Chase, cutting an estimated $1.06B.

  • 3,417 institutional investors held McDonald's (MCD) as of Q2 2025, up from 3,414 in Q1 2025.
  • Funds reported $159B of McDonald's stock for Q2 2025, down 4.4% quarter-over-quarter.
  • 182 funds opened new McDonald's positions in Q2 2025 and 131 closed out, a net change of +51 holders.
  • The largest McDonald's buyer in Q2 2025 was Broadwater Capital, an estimated $1.84B added.
  • The largest McDonald's seller in Q2 2025 was JP Morgan Chase, an estimated $1.06B sold.

Based on aggregated 13F filings for Q2 2025.