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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
CWA
2926
Cura Wealth Advisors
Illinois
$266K
HIW
2927
Holos Integrated Wealth
Pennsylvania
$266K
WSWA
2928
Warren Street Wealth Advisors
California
$266K +$15.1K +49 +6%
CMBA
2929
C.M. Bidwell & Associates
Hawaii
$266K +$280K +909 New
PFS
2930
Prospect Financial Services
New York
$266K -$111K -360 -28%
EC
2931
EdgeRock Capital
Colorado
$265K +$283K +917 New
SFWA
2932
Summit Financial Wealth Advisors
Louisiana
$265K +$280K +908 New
BA
2933
Ballast Advisors
Minnesota
$265K +$29.3K +95 +12%
HS
2934
Horan Securities
United States
$265K +$49K +159 +21%
EFL
2935
ERn Financial LLC
Wisconsin
$264K -$162K -524 -37%
FCM
2936
Family Capital Management
Michigan
$264K +$278K +902 New
SPWM
2937
Spartan Planning & Wealth Management
North Carolina
$264K -$129K -417 -32%
FP
2938
Financial Perspectives
Minnesota
$264K
CM
2939
Capula Management
Cayman Islands
$264K -$16.3K -53 -6%
CCWM
2940
Correct Capital Wealth Management
Missouri
$264K -$925 -3 -0.3%
RPCA
2941
Running Point Capital Advisors
California
$263K -$4.62K -15 -2%
SRC
2942
Stone Run Capital
New York
$263K
FC
2943
Fairscale Capital
New Hampshire
$263K +$14.2K +46 +6%
TPW
2944
Transatlantique Private Wealth
New York
$263K
DF
2945
Dunhill Financial
United Kingdom
$262K +$10.8K +35 +4%
CAP
2946
Columbia Advisory Partners
Washington
$262K +$6.47K +21 +2%
GCM
2947
Gibraltar Capital Management
Oklahoma
$262K +$49.9K +162 +22%
UCB
2948
United Community Bank
South Carolina
$261K -$181K -587 -40%
PAM
2949
Parvin Asset Management
South Dakota
$261K -$18.8K -61 -6%
GCM
2950
Graver Capital Management
Ohio
$261K

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.