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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
AIFAIM
2601
American Institute for Advanced Investment Management
Arizona
$387K
SSW
2602
Stone Summit Wealth
Florida
$386K
CA
2603
Calton & Associates
Florida
$385K -$112K -362 -22%
IA
2604
IFG Advisors
Missouri
$385K +$89.7K +291 +28%
WCP
2605
Wealthcare Capital Partners
Pennsylvania
$385K +$7.71K +25 +2%
MC
2606
Montag & Caldwell
Georgia
$384K
MCM
2607
Mainstream Capital Management
California
$384K
KF
2608
KKM Financial
Illinois
$384K -$10.2K -33 -2%
IWP
2609
Invenio Wealth Partners
Florida
$382K +$9.87K +32 +3%
OFO
2610
OneAscent Family Office
Alabama
$382K -$242K -785 -37%
CF
2611
Claris Financial
Virginia
$381K -$114K -370 -22%
EBWM
2612
Eagle Bluffs Wealth Management
Missouri
$381K +$617 +2 +0.2%
MF
2613
Meridian Financial
Massachusetts
$381K
AF
2614
Apollon Financial
South Carolina
$380K +$1.23K +4 +0.3%
BTWM
2615
Baker Tilly Wealth Management
Wisconsin
$380K -$8.94K -29 -2%
NPA
2616
Nichols & Pratt Advisers
Massachusetts
$380K
EWS
2617
Eagle Wealth Strategies
New Jersey
$379K
LWM
2618
Liberty Wealth Management
California
$379K +$29.6K +96 +8%
ISL
2619
Ingalls & Snyder LLC
New York
$379K +$92.5K +300 +30%
BAM
2620
Byrne Asset Management
New Jersey
$378K +$399K +1,294 New
HC
2621
Headland Capital
South Carolina
$378K -$594K -1,927 -60%
AWP
2622
Axis Wealth Partners
Rhode Island
$378K +$1.54K +5 +0.4%
GAM
2623
Grandview Asset Management
Pennsylvania
$377K +$41.6K +135 +12%
KIC
2624
Keating Investment Counselors
Florida
$377K
FWI
2625
Facet Wealth Inc
Maryland
$377K +$139K +451 +56%

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.