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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
KIA
3126
Knollwood Investment Advisory
Maryland
$212K
TCM
3127
Tandem Capital Management
New Jersey
$212K
PIMG
3128
Patriot Investment Management Group
Tennessee
$210K -$216K -702 -49%
SCA
3129
Southern Capital Advisors
Tennessee
$210K
PA
3130
Planning Alternatives
Michigan
$210K -$20K -65 -8%
RPGNY
3131
Retirement Planning Group (New York)
New York
$209K
HIS
3132
Horizon Investment Services
Indiana
$209K
AFP
3133
Alpha Financial Partners
Kentucky
$209K -$17.3K -56 -7%
NPF
3134
Norris Perne & French
Michigan
$209K +$925 +3 +0.4%
SFA
3135
Seneca Financial Advisors
New York
$209K -$22.2K -72 -9%
GMFG
3136
Greater Midwest Financial Group
Minnesota
$209K -$617 -2 -0.3%
QFW
3137
QTR Family Wealth
Florida
$209K +$220K +714 New
CCIA
3138
Cherry Creek Investment Advisors
Colorado
$208K +$1.23K +4 +0.6%
PWP
3139
Parkwoods Wealth Partners
New York
$207K
BDPWM
3140
Barnes Dennig Private Wealth Management
Ohio
$207K +$3.7K +12 +2%
FFA
3141
Frazier Financial Advisors
Ohio
$207K +$32.7K +106 +18%
OWM
3142
OneAscent Wealth Management
Alabama
$207K +$16.6K +54 +8%
PPA
3143
Pacific Point Advisors
California
$207K -$3.39K -11 -2%
HCP
3144
Hardin Capital Partners
South Carolina
$207K +$214K +695 New
SRWM
3145
Shira Ridge Wealth Management
California
$207K
MM
3146
Meridian Management
Arkansas
$206K -$4.93K -16 -2%
GRQ
3147
Gardner Russo & Quinn
Pennsylvania
$206K
SIA
3148
Strategic Investment Advisors
Michigan
$206K -$303K -982 -58%
AG
3149
AmeriFlex Group
Nevada
$206K -$58K -188 -21%
SHFP
3150
Second Half Financial Partners
Florida
$206K +$8.32K +27 +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.