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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
HWM
2701
Howard Wealth Management
Connecticut
$349K -$4.93K -16 -1%
TIM
2702
Total Investment Management
Arizona
$349K +$6.78K +22 +2%
DCBT
2703
Dakota Community Bank & Trust
North Dakota
$347K -$8.32K -27 -2%
VAG
2704
VisionPoint Advisory Group
Texas
$347K +$366K +1,186 New
GB
2705
Goepper Burkhardt
South Carolina
$346K
ICP
2706
Interchange Capital Partners
Pennsylvania
$346K +$14.8K +48 +4%
CYG
2707
Clean Yield Group
Vermont
$345K
BP
2708
Broadleaf Partners
Ohio
$345K
PHAM
2709
Palisades Hudson Asset Management
Florida
$345K +$1.54K +5 +0.4%
MWA
2710
Mills Wealth Advisors
Texas
$344K -$4.32K -14 -1%
AGC
2711
Aspen Grove Capital
Colorado
$344K +$102K +332 +39%
BI
2712
BFI Infinity
Switzerland
$343K
CPC
2713
Congress Park Capital
New York
$342K -$254K -825 -41%
FWP
2714
Forefront Wealth Partners
Texas
$342K +$136K +441 +60%
SRC
2715
Shufro Rose & Co
New York
$341K
MSFP
2716
Mark Sheptoff Financial Planning
Connecticut
$340K +$2.77K +9 +0.8%
PWA
2717
Phoenix Wealth Advisors
North Carolina
$339K +$11.1K +36 +3%
NRW
2718
Nova R Wealth
Kansas
$338K -$29.9K -97 -8%
WPA
2719
Wealth Preservation Advisors
Tennessee
$338K -$925 -3 -0.3%
CAM
2720
Claret Asset Management
Quebec, Canada
$338K
I2I
2721
Insight 2811 Inc
Illinois
$338K -$8.94K -29 -2%
MWP
2722
Meredith Wealth Planning
Illinois
$338K +$308 +1 +0.1%
NCM
2723
Novare Capital Management
North Carolina
$337K -$10.2K -33 -3%
BCM
2724
BTC Capital Management
Iowa
$337K -$104K -337 -23%
MIM
2725
MTM Investment Management
South Carolina
$337K +$5.55K +18 +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.