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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
MPM
2976
MBB Public Markets
Illinois
$251K -$58.3K -189 -18%
OIC
2977
Orion Investment Company
Missouri
$251K
RYIA
2978
Roehl & Yi Investment Advisors
Oregon
$251K -$7.71K -25 -3%
CIP
2979
Convergence Investment Partners
Florida
$251K -$16K -52 -6%
CA
2980
Cambridge Advisors
Nebraska
$251K -$15.4K -50 -6%
SFPG
2981
Stonebridge Financial Planning Group
Florida
$251K +$9.87K +32 +4%
JF
2982
Joule Financial
Kentucky
$250K +$1.54K +5 +0.6%
EGWAG
2983
Elwood & Goetz Wealth Advisory Group
Georgia
$250K -$5.55K -18 -2%
SC
2984
Solstein Capital
California
$249K +$34.5K +112 +15%
OAM
2985
Oberweis Asset Management
Illinois
$249K +$617 +2 +0.2%
SA
2986
Stewardship Advisors
Pennsylvania
$247K +$617 +2 +0.2%
LF
2987
Lee Financial
Texas
$247K -$6.78K -22 -3%
GF
2988
Gries Financial
Ohio
$246K -$35.1K -114 -12%
SHWM
2989
Smith & Howard Wealth Management
Georgia
$246K -$13.3K -43 -5%
AW
2990
Avion Wealth
Texas
$246K +$49.6K +161 +24%
OL
2991
one8zero8 LLC
North Carolina
$245K -$192K -622 -43%
QFA
2992
Quantum Financial Advisors
California
$245K -$82.9K -269 -24%
SWMG
2993
Signature Wealth Management Group
Georgia
$245K +$39.5K +128 +18%
IWP
2994
Innova Wealth Partners
Pennsylvania
$244K +$617 +2 +0.2%
RWM
2995
RBA Wealth Management
California
$244K -$1.85K -6 -0.7%
C
2996
Covestor
United Kingdom
$244K +$5.55K +18 +2%
AMG
2997
Asset Management Group
Connecticut
$243K +$1.54K +5 +0.6%
FPTW
2998
Franklin, Parlapiano, Turner & Welch
Texas
$243K
HA
2999
Hofer & Associates
California
$243K -$52.7K -171 -17%
O3W
3000
Omni 360 Wealth
New Jersey
$243K

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.