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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
BHWM
3226
Beaird Harris Wealth Management
Texas
$129K +$17.3K +56 +15%
WOSD
3227
WFA of San Diego
California
$128K +$135K +439 New
RFG
3228
REAP Financial Group
Texas
$128K +$62.6K +203 +86%
CIAM
3229
Caitong International Asset Management
Hong Kong
$126K +$124K +403 +1,439%
PFG
3230
Putney Financial Group
California
$125K
STB
3231
S&T Bank
Pennsylvania
$124K -$10.5K -34 -7%
PAG
3232
Paladin Advisory Group
Iowa
$122K +$46.2K +150 +56%
T
3233
Transce3nd
Texas
$122K +$2.16K +7 +2%
CCM
3234
Copeland Capital Management
Pennsylvania
$122K
CIAS
3235
CBIZ Investment Advisory Services
Ohio
$120K +$15.7K +51 +14%
CAM
3236
Costello Asset Management
Pennsylvania
$120K -$4.62K -15 -4%
TLCM
3237
Twin Lakes Capital Management
California
$119K
OCM
3238
Osterweis Capital Management
California
$119K +$124K +402 +8,040%
NC
3239
North Capital
Utah
$119K
NSG
3240
Nalls Sherbakoff Group
Tennessee
$119K -$2.16K -7 -2%
MMCM
3241
Murphy & Mullick Capital Management
New York
$118K +$20.7K +67 +20%
EWM
3242
Evolution Wealth Management
Florida
$116K +$122K +396 New
NICM
3243
Neo Ivy Capital Management
New York
$115K +$121K +393 New
WA
3244
WPG Advisers
Maryland
$111K +$8.02K +26 +7%
TCA
3245
Trifecta Capital Advisors
Illinois
$110K +$10.2K +33 +10%
PCFFS
3246
Pacific Center for Financial Services
California
$110K +$308 +1 +0.3%
PK
3247
Pflug Koory
Nebraska
$110K
BCM
3248
Blume Capital Management
California
$110K -$4.01K -13 -3%
CIM
3249
CCLA Investment Management
United Kingdom
$107K -$1.36M -4,405 -1%
FF
3250
Finley Financial
Nevada
$105K

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.