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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
MWA
2726
Motive Wealth Advisors
Michigan
$337K -$16K -52 -4%
CFGSD
2727
Compass Financial Group (South Dakota)
South Dakota
$336K
PHWM
2728
Pine Harbor Wealth Management
Maryland
$336K +$49.3K +160 +16%
KFS
2729
Kelly Financial Services
Massachusetts
$335K -$1.54K -5 -0.4%
CWM
2730
Cranbrook Wealth Management
Michigan
$335K
TWM
2731
TCFG Wealth Management
California
$333K -$617 -2 -0.2%
AFS
2732
Access Financial Services
Minnesota
$333K
FZCM
2733
Flynn Zito Capital Management
New York
$333K -$45K -146 -11%
CIM
2734
Cambria Investment Management
California
$333K +$351K +1,139 New
CG
2735
Clarus Group
Texas
$333K +$1.54K +5 +0.4%
BFAG
2736
Blackston Financial Advisory Group
Florida
$332K +$58K +188 +20%
TPW
2737
Tiller Private Wealth
Pennsylvania
$332K -$7.71K -25 -2%
MPWS
2738
McCarter Private Wealth Services
Massachusetts
$332K
NWM
2739
Northwest Wealth Management
Iowa
$331K +$1.23K +4 +0.4%
MW
2740
Maia Wealth
Colorado
$330K -$1.23K -4 -0.4%
VCM
2741
Vision Capital Management
Oregon
$330K
OBWG
2742
Onyx Bridge Wealth Group
New York
$330K -$17.6K -57 -5%
SPWG
2743
Sage Private Wealth Group
Illinois
$330K -$64.1K -208 -16%
GAM
2744
Gemmer Asset Management
California
$329K +$12.9K +42 +4%
WIM
2745
Westside Investment Management
California
$329K +$38.5K +125 +13%
CWS
2746
Cypress Wealth Services
California
$328K +$4.93K +16 +1%
PDL
2747
Portfolio Design Labs
California
$328K -$468K -1,519 -58%
HPBT
2748
Hickory Point Bank & Trust
Illinois
$327K +$77.1K +250 +29%
CWMGP
2749
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$326K +$104K +336 +43%
GAG
2750
Goodman Advisory Group
Massachusetts
$326K -$2.47M -8,011 -88%

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.