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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
RIM
2801
Rockbridge Investment Management
New York
$311K
SRC
2802
Sage Rhino Capital
California
$311K +$1.23K +4 +0.4%
WAM
2803
Walker Asset Management
Missouri
$310K -$2.77K -9 -0.8%
ACM
2804
AUA Capital Management
Pennsylvania
$309K
Loomis, Sayles & Company
2805
Loomis, Sayles & Company
Massachusetts
$309K -$74K -240 -19%
RBWA
2806
RFG - Bristol Wealth Advisors
Massachusetts
$308K -$5.24K -17 -2%
TIM
2807
Tortoise Investment Management
New York
$307K +$9.87K +32 +3%
CWM
2808
Cabot Wealth Management
Massachusetts
$307K +$23.1K +75 +8%
FNC
2809
First National Corp
Massachusetts
$307K +$925 +3 +0.3%
PCM
2810
Presidio Capital Management
California
$306K +$1.54K +5 +0.5%
FA
2811
Fagan Associates
New York
$306K
AWM
2812
Allen Wealth Management
North Carolina
$306K
NOI
2813
Newton One Investments
Delaware
$306K +$1.85K +6 +0.6%
BGAI
2814
Bruce G. Allen Investments
Colorado
$306K -$21.9K -71 -6%
OPA
2815
Old Port Advisors
Maine
$306K +$308 +1 +0.1%
MC
2816
Mirabaud & Cie
Switzerland
$305K +$108K +350 +50%
RIA
2817
Realta Investment Advisors
Delaware
$305K +$55.8K +181 +21%
RFA
2818
RTD Financial Advisors
Pennsylvania
$305K -$17.6K -57 -5%
CWMS
2819
Cannon Wealth Management Services
North Carolina
$305K
LWM
2820
LeConte Wealth Management
Tennessee
$305K +$47.8K +155 +17%
VFP
2821
Verus Financial Partners
Virginia
$305K +$26.2K +85 +9%
PWM
2822
Partners Wealth Management
California
$304K
OC
2823
Opinicus Capital
Florida
$303K +$1.85K +6 +0.6%
FS
2824
Financial Symmetry
North Carolina
$303K
LWM
2825
Level Wealth Management
North Carolina
$301K

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.