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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
KL
2826
KWMG LLC
Kansas
$301K -$4.32K -14 -1%
DCM
2827
Dudley Capital Management
Virginia
$301K -$23.1K -75 -7%
4WM
2828
49 Wealth Management
Texas
$300K +$8.32K +27 +3%
CCA
2829
Cora Capital Advisors
New Jersey
$299K +$16.6K +54 +6%
AWG
2830
Altus Wealth Group
Colorado
$299K +$1.23K +4 +0.4%
CFG
2831
Carter Financial Group
Illinois
$299K +$315K +1,023 New
SCA
2832
Sulzberger Capital Advisors
Florida
$299K
PFA
2833
Pathway Financial Advisors
Vermont
$298K -$292K -947 -48%
WCWM
2834
Willow Creek Wealth Management
California
$298K +$14.2K +46 +5%
KFA
2835
Kapstone Financial Advisors
Ohio
$297K
CA
2836
Crumly & Associates
Illinois
$296K +$32.4K +105 +12%
AGP
2837
Aspire Growth Partners
Florida
$296K -$33.6K -109 -10%
BW
2838
Blalock Williams
Alabama
$295K +$12.9K +42 +4%
MGWA
2839
Monument Group Wealth Advisors
Massachusetts
$295K +$21.3K +69 +7%
GWAM
2840
Guardian Wealth Advisors (Minnesota)
Minnesota
$294K -$24.7K -80 -7%
XSC
2841
X-Square Capital
Puerto Rico
$294K -$25.9K -84 -8%
MAC
2842
Mason & Associates (California)
California
$294K
NAMNJ
2843
NorthStar Asset Management (New Jersey)
New Jersey
$293K +$10.8K +35 +4%
SIA
2844
Stegner Investment Associates
Kentucky
$293K
VCM
2845
Virtue Capital Management
Tennessee
$293K -$357K -1,158 -54%
BBP
2846
Banco BTG Pactual
Brazil
$292K
HAM
2847
Hedges Asset Management
Nevada
$292K
SC
2848
Shay Capital
New York
$292K +$308K +1,000 New
SFP
2849
Sterling Financial Planning
New Jersey
$292K +$15.4K +50 +5%
BHB
2850
Bank Hapoalim BM
Israel
$292K -$589K -1,912 -66%

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.