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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
HFBOT
3101
Home Federal Bank of Tennessee
Tennessee
$219K
PGAM
3102
Princeton Global Asset Management
New Jersey
$219K +$42.9K +139 +23%
AA
3103
Apriem Advisors
California
$218K
MC
3104
Middleton & Co
Massachusetts
$218K -$15.4K -50 -6%
FSA
3105
Fort Sheridan Advisors
Illinois
$218K +$308 +1 +0.1%
PWAC
3106
Private Wealth Advisors (California)
California
$217K -$617 -2 -0.3%
CIG
3107
Cascade Investment Group
Colorado
$217K +$20.3K +66 +10%
EPW
3108
Endeavor Private Wealth
Kansas
$217K -$1.23K -4 -0.5%
SWP
3109
Summit Wealth Partners
Florida
$217K
LRWA
3110
Long Run Wealth Advisors
New York
$216K -$11.7K -38 -5%
MBI
3111
May Barnhard Investments
Maryland
$216K +$617 +2 +0.3%
FH
3112
Financial Harvest
Florida
$216K +$228K +739 New
CWA
3113
Cornerstone Wealth Advisors
Minnesota
$216K
DC
3114
Diametric Capital
Massachusetts
$216K +$228K +738 New
REMPR
3115
Roof Eidam Maycock Peralta (REMP)
California
$215K +$26.5K +86 +13%
SSWG
3116
Seven Springs Wealth Group
Tennessee
$215K
FSG
3117
Financial Strategies Group
Michigan
$215K -$408K -1,324 -65%
BCPWM
3118
Bradley & Co Private Wealth Management
Florida
$214K
MCA
3119
Magnolia Capital Advisors
Mississippi
$214K +$7.4K +24 +3%
LFS
3120
Legacy Financial Strategies
Kansas
$214K +$226K +732 New
LGA
3121
Lebenthal Global Advisors
New York
$214K +$19.4K +63 +9%
SPFA
3122
Summit Place Financial Advisors
New Jersey
$214K +$11.4K +37 +5%
TC
3123
Truvestments Capital
Florida
$212K -$15.7K -51 -7%
SWIM
3124
Smallwood Wealth Investment Management
New Jersey
$212K +$925 +3 +0.4%
KW
3125
Keyvantage Wealth
Pennsylvania
$212K -$36.1K -117 -14%

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.