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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
SLC
2626
Second Line Capital
Louisiana
$376K
SB
2627
Sunflower Bank
Texas
$376K +$48.7K +158 +14%
EBSAM
2628
Eubel Brady & Suttman Asset Management
Ohio
$376K -$3.08K -10 -0.8%
MF
2629
Montis Financial
Massachusetts
$375K -$12.9K -42 -3%
HCM
2630
Hutchinson Capital Management
California
$375K
TRIA
2631
Trail Ridge Investment Advisors
Colorado
$374K +$7.71K +25 +2%
CICC
2632
Capital Investment Counsel (Colorado)
Colorado
$373K +$3.7K +12 +0.9%
VAMG
2633
Voisard Asset Management Group
Michigan
$373K +$6.78K +22 +2%
SSC
2634
Syverson Strege & Co
Iowa
$373K +$393K +1,275 New
WFAG
2635
Wescott Financial Advisory Group
Pennsylvania
$372K +$2.47K +8 +0.6%
WCM
2636
Wallace Capital Management
Texas
$371K -$30.2K -98 -7%
PAM
2637
Peak Asset Management
Colorado
$371K -$4.62K -15 -1%
SA
2638
Shilanski & Associates
Alaska
$370K -$1.23K -4 -0.3%
LRIA
2639
Leonard Rickey Investment Advisors
Washington
$370K -$1.85K -6 -0.5%
RFA
2640
Resurgent Financial Advisors
Georgia
$369K +$4.93K +16 +1%
IAG
2641
Ipsen Advisor Group
Arkansas
$369K -$82.9K -269 -18%
AFWM
2642
AMJ Financial Wealth Management
Virginia
$369K +$389K +1,262 New
CCM
2643
Canal Capital Management
Virginia
$369K +$30.8K +100 +9%
TIA
2644
Trust Investment Advisors
Indiana
$368K
IF
2645
Integrity Financial
Wyoming
$368K +$1.23K +4 +0.3%
BEAM
2646
Baker Ellis Asset Management
Washington
$368K -$30.8K -100 -7%
CCM
2647
Chilton Capital Management
Texas
$368K +$78.6K +255 +25%
WAS
2648
Winch Advisory Services
Wisconsin
$367K +$925 +3 +0.2%
SWA
2649
Strategies Wealth Advisors
Michigan
$366K +$15.1K +49 +4%
BW
2650
BXM Wealth
Colorado
$366K +$11.1K +36 +3%

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.