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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
FWA
3176
Flagship Wealth Advisors
Massachusetts
$196K +$35.8K +116 +21%
LFA
3177
LGT Financial Advisors
Texas
$193K +$39.8K +129 +24%
ME
3178
McIlrath & Eck
Washington
$190K -$211K -684 -51%
Q
3179
QVR
California
$190K +$201K +651 New
BCM
3180
Boreal Capital Management
Florida
$190K +$201K +651 New
SC
3181
Skylands Capital
Wisconsin
$190K
GKIM
3182
GW&K Investment Management
Massachusetts
$187K +$25K +81 +14%
CFD
3183
Creative Financial Designs
Indiana
$181K +$3.39K +11 +2%
BDL
3184
Banque de Luxembourg
Luxembourg
$180K
AF
3185
Alerus Financial
North Dakota
$180K +$190K +615 New
IRAG
3186
Investment Research & Advisory Group
Georgia
$175K +$140K +455 +316%
Cohen & Steers
3187
Cohen & Steers
New York
$175K +$61.7K +200 +50%
HFS
3188
Hopwood Financial Services
Virginia
$175K +$308 +1 +0.2%
SCA
3189
Stuart Chaussee & Associates
California
$174K
BA
3190
Bellwether Advisors
Nebraska
$172K +$14.8K +48 +9%
FPF
3191
First Pacific Financial
Washington
$171K +$67.2K +218 +59%
PWMG
3192
Private Wealth Management Group
New Jersey
$171K -$3.39K -11 -2%
FGA
3193
Fortis Group Advisors
New Jersey
$170K -$1.53M -4,966 -89%
RA
3194
Rational Advisors
New York
$170K -$1.78M -5,788 -91%
PA
3195
Pineridge Advisors
Missouri
$165K +$617 +2 +0.4%
CWM
3196
Centricity Wealth Management
Ohio
$164K +$308 +1 +0.2%
DWM
3197
Darwin Wealth Management
Florida
$163K +$1.54K +5 +0.9%
CWM
3198
CarsonAllaria Wealth Management
Illinois
$163K
IWP
3199
IAG Wealth Partners
Wisconsin
$160K +$308 +1 +0.2%
SHIM
3200
Stone House Investment Management
Pennsylvania
$155K +$45.9K +149 +39%

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.