We are live on ! Find out more
MCD icon

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
SSA
3251
SSA Swiss Advisors
$104K -$64.7K -210 -38%
NCM
3252
Northwest Capital Management
Oregon
$103K -$113K -366 -51%
MAM
3253
Morse Asset Management
Connecticut
$102K -$832K -2,700 -89%
CFS
3254
CGC Financial Services
Oregon
$102K
GPFA
3255
Game Plan Financial Advisors
Ohio
$102K
WCM
3256
Westend Capital Management
California
$99K
AP
3257
Aspect Partners
Virginia
$98.5K +$12K +39 +13%
HIIFS
3258
Harel Insurance Investments & Financial Services
Israel
$98K
SO
3259
Sierra Ocean
California
$97.4K -$5.24K -17 -5%
EP
3260
Essential Partners
California
$96.4K +$102K +330 New
OWA
3261
Opal Wealth Advisors
New York
$92.6K -$3.7K -12 -4%
CPG
3262
Cornerstone Planning Group
New Jersey
$91.6K -$18.5K -60 -16%
MSG
3263
Main Street Group
Virginia
$90.9K -$4.93K -16 -5%
CG
3264
Curat Global
New Hampshire
$90.6K
RPA
3265
Redwood Park Advisors
California
$89.7K +$308 +1 +0.3%
MS
3266
Marshall & Sullivan
Washington
$89.7K +$94.6K +307 New
MAM
3267
Meeder Asset Management
Ohio
$89.7K +$12.9K +42 +16%
RBC
3268
Roble Belko & Company
Pennsylvania
$88K
LC
3269
Luminist Capital
Michigan
$86.9K
SVCP
3270
Silicon Valley Capital Partners
California
$86.8K -$21.6K -70 -19%
BIA
3271
Bell Investment Advisors
California
$86.2K +$11.7K +38 +15%
FS
3272
Financially Speaking
Colorado
$85.3K +$66K +214 +274%
CWM
3273
Consultiva Wealth Management
Puerto Rico
$83.9K
BWAM
3274
Boyd Watterson Asset Management
Ohio
$83K -$20.3K -66 -19%
LAM
3275
Lummis Asset Management
Texas
$80.3K

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.