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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
CGH
2676
CMG Global Holdings
Texas
$356K -$36.1K -117 -9%
WF
2677
Warner Financial
Maryland
$356K -$671K -2,175 -64%
PWA
2678
Providence Wealth Advisors
Illinois
$356K -$27.7K -90 -7%
RMF
2679
Red Mountain Financial
Colorado
$356K
SFG
2680
Sather Financial Group
Texas
$356K
TPWA
2681
Twin Peaks Wealth Advisors
California
$355K +$53.3K +173 +17%
TCM
2682
Tufton Capital Management
Maryland
$355K +$6.47K +21 +2%
AA
2683
Alesco Advisors
New York
$354K -$617 -2 -0.2%
BEW
2684
Burton Enright Welch
California
$354K +$35.1K +114 +10%
NME
2685
Notis-McConarty Edward
$354K -$3.08K -10 -0.8%
GSIAS
2686
Garden State Investment Advisory Services
New Jersey
$353K -$20.3K -66 -5%
HFP
2687
Holistic Financial Partners
Indiana
$353K -$48.4K -157 -12%
TWM
2688
Tanager Wealth Management
United Kingdom
$353K -$5.24K -17 -1%
RTC
2689
Riverview Trust Company
Washington
$352K -$158K -512 -30%
MWM
2690
Mindset Wealth Management
Indiana
$352K +$61.7K +200 +20%
CWA
2691
CJM Wealth Advisers
Virginia
$351K +$308 +1 +0.1%
SAM
2692
Satovsky Asset Management
New York
$351K +$2.16K +7 +0.6%
AW
2693
Alaethes Wealth
Nevada
$350K -$6.17K -20 -2%
MGWM
2694
Marks Group Wealth Management
Minnesota
$350K
GSAM
2695
Grant Street Asset Management
Pennsylvania
$350K
AA
2696
Auxano Advisors
Washington
$350K +$308 +1 +0.1%
TA
2697
TPG Advisors
Illinois
$350K
BWM
2698
Birchcreek Wealth Management
Ohio
$350K
LCS
2699
Levin Capital Strategies
New York
$349K
RA
2700
Ruggaard & Associates
Ohio
$349K -$4.32K -14 -1%

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.