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
EFP
2751
Elser Financial Planning
Indiana
$326K -$11.7K -38 -3%
PSF
2752
Pacific Sun Financial
California
$326K +$12.3K +40 +4%
DS
2753
DRW Securities
Illinois
$326K +$5.86K +19 +2%
AWM
2754
Aviso Wealth Management
Washington
$326K +$22.2K +72 +7%
BIA
2755
Bigelow Investment Advisors
Maine
$325K
CISOA
2756
Capital Investment Services of America
Wisconsin
$325K
SCM
2757
Sunbeam Capital Management
Georgia
$325K +$10.8K +35 +3%
IRC
2758
Investors Research Corp
Georgia
$324K -$7.09K -23 -2%
SW
2759
SMART Wealth
Nebraska
$324K +$32.7K +106 +11%
EGA
2760
E&G Advisors
Texas
$324K -$30.8K -100 -8%
TCM
2761
Teza Capital Management
Illinois
$323K +$341K +1,106 New
MIM
2762
Morningstar Investment Management
Illinois
$323K +$341K +1,106 New
ACA
2763
Aspire Capital Advisors
Washington
$323K -$4.62K -15 -1%
BRWM
2764
Blue Rock Wealth Management
North Carolina
$322K
WFA
2765
Websterrogers Financial Advisors
South Carolina
$322K
PCS
2766
Private Client Services
Kentucky
$321K -$12K -39 -3%
HCP
2767
Holt Capital Partners
Texas
$321K
OMC
2768
Overbrook Management Corp
New York
$321K
WWA
2769
Wingate Wealth Advisors
Massachusetts
$321K +$30.8K +100 +10%
AFG
2770
Arkansas Financial Group
Arkansas
$321K
SIA
2771
SGL Investment Advisors
Montana
$321K +$16K +52 +5%
MHC
2772
May Hill Capital
Massachusetts
$321K -$103K -333 -23%
AWM
2773
Accel Wealth Management
Iowa
$320K -$3.7K -12 -1%
NAG
2774
Northstar Advisory Group
New Jersey
$320K
B
2775
Birchbrook
Maine
$320K

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.