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
TA
2651
TrueWealth Advisors
Alabama
$366K -$14.5K -47 -4%
SCG
2652
Sonata Capital Group
Washington
$366K -$154K -500 -29%
TCM
2653
Triumph Capital Management
Colorado
$366K +$8.02K +26 +2%
CWM
2654
Challenger Wealth Management
California
$365K -$44.7K -145 -10%
LSWM
2655
Lorne Steinberg Wealth Management
Canada
$364K
LGG
2656
Luts & Greenleigh Group
Maryland
$364K -$617 -2 -0.2%
LFG
2657
Lockerman Financial Group
California
$363K -$37.3K -121 -9%
HR
2658
Hardy Reed
Mississippi
$363K -$3.7K -12 -1%
FHC
2659
First Heartland Consultants
Missouri
$362K +$45K +146 +13%
AWM
2660
Avaii Wealth Management
Wisconsin
$361K
VWA
2661
VSM Wealth Advisory
Maryland
$360K +$7.4K +24 +2%
SMF
2662
Scott Marsh Financial
Utah
$360K +$380K +1,232 New
AWMT
2663
AAFMAA Wealth Management & Trust
North Carolina
$359K
CAC
2664
Certified Advisory Corp
Florida
$359K -$28.7K -93 -7%
GKWIM
2665
Gerber Kawasaki Wealth & Investment Management
California
$359K +$111K +360 +41%
CFG
2666
Carr Financial Group
Massachusetts
$359K +$925 +3 +0.2%
AR
2667
Apeiron RIA
Texas
$358K -$18.5K -60 -5%
TWP
2668
Tempus Wealth Planning
California
$358K +$308 +1 +0.1%
AW
2669
Atlas Wealth
Ohio
$357K
CA
2670
Carson Advisory
Georgia
$357K +$308 +1 +0.1%
Acadian Asset Management
2671
Acadian Asset Management
Massachusetts
$357K +$377K +1,223 New
GWA
2672
Gratus Wealth Advisors
Virginia
$357K -$2.47K -8 -0.7%
HFS
2673
Hughes Financial Services
Virginia
$357K -$2.47K -8 -0.7%
JCM
2674
Jacobsen Capital Management
Utah
$356K +$43.8K +142 +13%
NECFA
2675
New England Capital Financial Advisors
Connecticut
$356K +$925 +3 +0.2%

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.