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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
JJBC
2876
James J. Burns & Company
New York
$284K -$3.08K -10 -1%
MCM
2877
Morton Capital Management
California
$284K +$300K +972 New
HPM
2878
Hoxton Planning & Management
West Virginia
$283K -$13.6K -44 -4%
CKAIS
2879
Christensen King & Associates Investment Services
Washington
$283K -$32.1K -104 -10%
VAF
2880
Values Added Financial
District of Columbia
$283K +$46.2K +150 +18%
SIG
2881
Sargent Investment Group
Maryland
$282K -$6.78K -22 -2%
MWPCG
2882
Measured Wealth Private Client Group
New Hampshire
$282K +$72.1K +234 +32%
KFG
2883
Kelly Financial Group
Connecticut
$282K +$92.5K +300 +45%
WA
2884
Wealthstream Advisors
New York
$282K +$22.5K +73 +8%
HIS
2885
Harvest Investment Services
Illinois
$281K +$53K +172 +22%
MMA
2886
Mizuho Markets Americas
New York
$281K -$1.1M -3,565 -79%
MBFW
2887
Morton Brown Family Wealth
Pennsylvania
$281K +$308 +1 +0.1%
NPT
2888
National Philanthropic Trust
Pennsylvania
$280K +$296K +960 New
BTIM
2889
BancFirst Trust & Investment Management
Oklahoma
$279K
MCAI
2890
Members Capital Advisors Inc
Wisconsin
$279K
ACM
2891
Ardent Capital Management
Ohio
$278K
WAM
2892
WFA Asset Management
Wisconsin
$277K +$925 +3 +0.3%
SH
2893
SLT Holdings
Arizona
$277K +$18.2K +59 +7%
TWM
2894
Tripletail Wealth Management
Florida
$276K +$280K +907 New
BCMLT
2895
Beacon Capital Management LLC (Tennessee)
Tennessee
$276K +$12K +39 +4%
1NWS
2896
1 North Wealth Services
Maryland
$275K
AWM
2897
Austin Wealth Management
Texas
$275K -$52.4K -170 -16%
NF
2898
NavPoint Financial
Minnesota
$274K
SC
2899
Sykon Capital
New York
$274K +$15.4K +50 +6%
GSIS
2900
Global Strategic Investment Solutions
Arizona
$273K -$925 -3 -0.3%

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.