We are live on ! Find out more
MCD icon

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
NA
276
NewEdge Advisors
Louisiana
$36.3M -$380K -1,231 -1%
NP
277
NS Partners
United Kingdom
$36.2M -$1.42M -4,611 -4%
Man Group
278
Man Group
United Kingdom
$36.1M +$13.6M +44,188 +56%
SPIA
279
Steward Partners Investment Advisory
New York
$36M +$762K +2,471 +2%
Verition Fund Management
280
Verition Fund Management
Connecticut
$35.9M +$30M +97,277 +382%
GI
281
Gradient Investments
Minnesota
$35.4M +$488K +1,584 +1%
EPIM
282
Evelyn Partners Investment Management
$35.3M -$7.64M -24,791 -17%
TC
283
TwinBeech Capital
New York
$35.3M +$36.6M +118,720 +5,479%
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$35M +$3.8M +12,318 +11%
LWCFA
285
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34.8M -$275K -891 -0.7%
URS
286
Utah Retirement Systems
Utah
$34.6M -$276K -895 -0.7%
Fiera Capital (Canada)
287
Fiera Capital (Canada)
Quebec, Canada
$34M +$191K +621 +0.5%
UIM
288
USS Investment Management
United Kingdom
$34M +$832K +2,699 +2%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$33.9M +$300K +972 +0.8%
HWA
290
Heritage Wealth Advisors
Virginia
$33.6M +$72.1K +234 +0.2%
AAS
291
Avantax Advisory Services
Texas
$33.6M +$1.76M +5,693 +5%
Pathstone Holdings
292
Pathstone Holdings
New Jersey
$33.3M -$354K -1,148 -1%
X
293
Xponance
Pennsylvania
$33.1M +$1.24M +4,020 +4%
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.9M -$568K -1,841 -2%
BCIM
295
British Columbia Investment Management
British Columbia, Canada
$32.9M -$7.52M -24,396 -18%
CI
296
Conning Inc
Connecticut
$32.7M -$1.44M -4,660 -4%
WP
297
Woodline Partners
California
$32.7M +$3.17M +10,281 +10%
RWP
298
RWA Wealth Partners
Massachusetts
$32.4M -$415K -1,347 -1%
BCM
299
Benchstone Capital Management
New York
$32M +$11.2M +36,289 +50%
PFSRSONJ
300
Police & Firemen's Retirement System of New Jersey
New Jersey
$31.7M +$1.14M +3,692 +4%

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.