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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
FWM
3026
Focused Wealth Management
New York
$238K -$4.32K -14 -2%
CWA
3027
Continuum Wealth Advisors
New York
$238K
FPW
3028
Flywheel Private Wealth
California
$238K +$251K +813 New
MGAM
3029
McGowan Group Asset Management
Texas
$237K +$925 +3 +0.4%
EWM
3030
Elevatus Welath Management
New York
$236K +$5.86K +19 +2%
NQWM
3031
Northwest Quadrant Wealth Management
Oregon
$236K +$1.54K +5 +0.6%
IWN
3032
Independent Wealth Network
Iowa
$236K +$18.2K +59 +8%
HAM
3033
Hickory Asset Management
Ohio
$236K +$308 +1 +0.1%
MCM
3034
Mendel Capital Management
Arkansas
$236K +$5.55K +18 +2%
MWM
3035
MorganRosel Wealth Management
Colorado
$235K +$184K +598 +288%
AWM
3036
Adams Wealth Management
Utah
$235K
CI
3037
CacheTech Inc
Utah
$235K
CNWM
3038
Clay Northam Wealth Management
California
$235K -$308 -1 -0.1%
GFG
3039
Greenbush Financial Group
New York
$235K +$5.86K +19 +2%
WCG
3040
Weaver Consulting Group
California
$234K +$1.85K +6 +0.8%
NCTC
3041
New Covenant Trust Company
Indiana
$234K -$1.23K -4 -0.5%
LWA
3042
Ledgewood Wealth Advisors
New Hampshire
$234K
WIM
3043
Wittenberg Investment Management
Massachusetts
$234K
SCM
3044
Saxony Capital Management
Missouri
$233K
SSI
3045
Scott & Selber Inc
Texas
$233K
DW30
3046
Drucker Wealth 3.0
New Jersey
$233K +$28.7K +93 +13%
KLWA
3047
Kelly Lawrence W & Associates
California
$233K
DL
3048
DOHJ LLC
Washington
$233K +$225K +730 New
BA
3049
Bristlecone Advisors
Washington
$233K -$16.6K -54 -6%
VI
3050
VanderPol Investments
Michigan
$233K -$11.4K -37 -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.