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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
FIA
2901
FNY Investment Advisers
New York
$273K +$289K +936 New
PG
2902
Patten Group
Tennessee
$273K -$1.23K -4 -0.4%
GHAM
2903
Gilman Hill Asset Management
Connecticut
$273K -$46.2K -150 -14%
GFG
2904
Greenberg Financial Group
Arizona
$273K -$14.8K -48 -5%
HNW
2905
High Note Wealth
Minnesota
$272K -$4.32K -14 -1%
OWA
2906
One Wealth Advisors
California
$272K
PRI
2907
Prepared Retirement Institute
Pennsylvania
$272K -$118K -383 -29%
GSWA
2908
Good Steward Wealth Advisors
Tennessee
$271K -$101K -329 -26%
SIM
2909
Synergy Investment Management
Florida
$271K
COI
2910
Connable Office Inc
Michigan
$271K +$286K +928 New
CM
2911
Cercano Management
Washington
$271K
JF
2912
JSF Financial
California
$271K +$78.6K +255 +38%
SWP
2913
SIMA Wealth Partners
Virginia
$270K
SWA
2914
Safir Wealth Advisors
New Hampshire
$270K
VC
2915
Vicus Capital
Pennsylvania
$269K +$83.5K +271 +42%
RIM
2916
Redwood Investment Management
Arizona
$269K -$183K -592 -39%
RCP
2917
Rothschild Capital Partners
New York
$269K
1WM
2918
1858 Wealth Management
Ohio
$269K -$5.24K -17 -2%
BPFA
2919
Barnes Pettey Financial Advisors
Mississippi
$269K
OPTFSNA
2920
Old Point Trust & Financial Services N A
Virginia
$268K -$14.2K -46 -5%
ECM
2921
Estabrook Capital Management
New York
$268K
KAM
2922
Knightsbridge Asset Management
California
$268K -$2.77K -9 -1%
BFG
2923
Beacon Financial Group
Texas
$268K +$8.02K +26 +3%
RWS
2924
Resolute Wealth Strategies
Mississippi
$267K +$1.54K +5 +0.6%
FPW
2925
Flagship Private Wealth
Massachusetts
$267K +$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.