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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
PSP
2501
Pacific Sage Partners
Washington
$442K -$25K -81 -5%
RFP
2502
Root Financial Partners
California
$441K +$219K +709 +89%
JWBC
2503
John W. Bristol & Co
New York
$441K
CST
2504
Charles Schwab Trust
Nevada
$439K +$15.4K +50 +3%
ZI
2505
ZEGA Investments
Florida
$439K +$464K +1,504 New
BCM
2506
Bienville Capital Management
New York
$438K
ARMT
2507
Amica Retiree Medical Trust
Rhode Island
$437K
WLPWM
2508
Walled Lake Planning & Wealth Management
Illinois
$436K +$617 +2 +0.1%
FNA
2509
First National Advisers
Nebraska
$436K +$6.17K +20 +1%
AWS
2510
Arkfeld Wealth Strategies
Nebraska
$436K
TIA
2511
Traphagen Investment Advisors
New Jersey
$435K +$617 +2 +0.1%
CMA
2512
Cedar Mountain Advisors
Oregon
$434K
MIM
2513
Meridiem Investment Management
United Kingdom
$433K
VFPW
2514
Vantage Financial Partners (Wisconsin)
Wisconsin
$433K +$2.47K +8 +0.5%
CWA
2515
Crux Wealth Advisors
California
$432K -$4.93K -16 -1%
GAA
2516
Global Assets Advisory
Florida
$432K +$447K +1,451 New
PCM
2517
Poehling Capital Management
Wisconsin
$431K +$8.63K +28 +2%
WTFG
2518
Wood Tarver Financial Group
Idaho
$431K
BBA
2519
Braun-Bostich & Associates
Pennsylvania
$429K +$17.6K +57 +4%
SAM
2520
Summit Asset Management
Tennessee
$428K +$1.54K +5 +0.3%
DFP
2521
Defined Financial Planning
California
$428K -$288K -935 -40%
MCP
2522
Mirador Capital Partners
California
$428K +$308 +1 +0.1%
TWM
2523
Topsail Wealth Management
North Carolina
$428K -$78.9K -256 -15%
MSCM
2524
McElhenny Sheffield Capital Management
Texas
$428K +$308 +1 +0.1%
SM
2525
Sweeney & Michel
California
$427K -$78.6K -255 -15%

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.