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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
CFG
2551
Cooper Financial Group
California
$415K -$261K -848 -37%
I
2552
INVST
Indiana
$415K +$127K +412 +41%
SI
2553
Saxon Interests
Texas
$415K
SPA
2554
Sherbrooke Park Advisers
New York
$414K +$437K +1,418 New
Harris Associates
2555
Harris Associates
Illinois
$414K -$2.02M -6,544 -82%
GCL
2556
Gouws Capital LLC
North Carolina
$414K
LCG
2557
Lakeshore Capital Group
Illinois
$414K +$54K +175 +14%
AFT
2558
Alpha Family Trust
California
$413K
BWG
2559
Berry Wealth Group
Texas
$411K +$5.24K +17 +1%
TF
2560
Trek Financial
Arizona
$411K -$1.07M -3,455 -71%
RK
2561
Rather & Kittrell
Tennessee
$410K -$15.1K -49 -3%
AC
2562
Allstate Corporation
Illinois
$410K -$8.06M -26,141 -95%
TSWM
2563
Triangle Securities Wealth Management
North Carolina
$408K -$687K -2,230 -61%
CAAM
2564
Cornerstone Advisors Asset Management
Pennsylvania
$406K
SFS
2565
Symphony Financial Services
Ohio
$403K +$617 +2 +0.1%
AWAP
2566
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$403K
MP
2567
Moment Partners
California
$401K +$8.02K +26 +2%
BFG
2568
Birch Financial Group
New Hampshire
$401K +$26.2K +85 +7%
BF
2569
Brucke Financial
Indiana
$401K -$7.09K -23 -2%
BWM
2570
Blossom Wealth Management
California
$400K
IIL
2571
Insight Inv LLC
California
$400K -$4.39M -14,247 -91%
STA
2572
Smith Thornton Advisors
Alabama
$399K
KOC
2573
Koss-Olinger Consulting
Florida
$399K +$3.39K +11 +0.8%
HIC
2574
Hartline Investment Corp
Illinois
$397K -$30.8K -100 -7%
LC
2575
Lavaca Capital
Texas
$397K

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.