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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
LGW
3001
Leslie Global Wealth
Illinois
$243K +$2.16K +7 +0.8%
FFC
3002
Frederick Financial Consultants
Maryland
$243K +$15.4K +50 +6%
AFM
3003
Armstrong Fleming & Moore
District of Columbia
$243K +$256K +830 New
LSWP
3004
Liberty Square Wealth Partners
Pennsylvania
$242K
TWD
3005
True Wealth Design
Ohio
$242K +$2.16K +7 +0.9%
DWM
3006
DecisionMap Wealth Management
Virginia
$241K +$11.4K +37 +5%
CCA
3007
Conservest Capital Advisors
Pennsylvania
$241K -$41.3K -134 -14%
AMG
3008
Advisors Management Group
Wisconsin
$241K -$22.2K -72 -8%
TIM
3009
Thompson Investment Management
Wisconsin
$241K
NEPPG
3010
New England Professional Planning Group
Rhode Island
$241K
CQWA
3011
Chokshi & Queen Wealth Advisors
California
$241K
WAT
3012
Wealth Advisory Team
Kentucky
$240K +$254K +823 New
SWRP
3013
Summit Wealth & Retirement Planning
California
$240K +$253K +821 New
MLA
3014
MB, Levis & Associates
Pennsylvania
$240K +$308 +1 +0.1%
HWA
3015
HHM Wealth Advisors
Tennessee
$240K -$3.08K -10 -1%
HAFS
3016
Hapanowicz & Associates Financial Services
Pennsylvania
$240K +$253K +820 New
RFA
3017
ROI Financial Advisors
Oregon
$240K -$9.56K -31 -4%
KTM
3018
Keeler Thomas Management
Utah
$239K -$2.54M -8,236 -91%
WPW
3019
Watershed Private Wealth
Illinois
$239K
WWMSC
3020
Wagner Wealth Management (South Carolina)
South Carolina
$239K +$925 +3 +0.4%
WAOI
3021
Wealth Advisors of Iowa
Iowa
$238K
PI
3022
Pachira Investments
California
$238K +$1.23K +4 +0.5%
AT
3023
Avalon Trust
New Mexico
$238K -$33.6K -109 -12%
WE
3024
Wealth Effects
Massachusetts
$238K -$21.6K -70 -8%
SCA
3025
St. Clair Advisors
Ohio
$238K

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.