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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
FWM
3276
FSA Wealth Management
Massachusetts
$78.1K -$9.56K -31 -10%
DWS
3277
Dynamic Wealth Strategies
California
$78K
OAJ
3278
Ogorek Anthony Joseph
New York
$78K -$2.77K -9 -3%
IWM
3279
IMG Wealth Management
Florida
$77.1K +$6.17K +20 +8%
AAM
3280
Alphadyne Asset Management
New York
$77.1K +$81.4K +264 New
CAWM
3281
Capital A Wealth Management
Pennsylvania
$76.8K +$45.3K +147 +131%
SFA
3282
Semmax Financial Advisors
North Carolina
$76.2K +$17.9K +58 +30%
PS
3283
Pinney & Scofield
Massachusetts
$73K +$5.55K +18 +8%
SVWA
3284
Sarver Vrooman Wealth Advisors
Missouri
$73K
PP
3285
PrairieView Partners
Minnesota
$73K
RAM
3286
Riggs Asset Management
Pennsylvania
$71.3K +$2.47K +8 +3%
POIA
3287
Pin Oak Investment Advisors
Texas
$70K -$2.51M -8,147 -97%
GWSA
3288
Global Wealth Strategies & Associates
Colorado
$67.9K +$17.9K +58 +33%
PWA
3289
Principia Wealth Advisory
Texas
$67.8K +$1.23K +4 +2%
VWM
3290
Vermillion Wealth Management
Minnesota
$67.4K +$308 +1 +0.4%
HB
3291
Horizon Bancorp
Indiana
$67K -$8.63K -28 -11%
BSC
3292
Brown Shipley & Co
United Kingdom
$65.4K -$30.8K -100 -31%
BFP
3293
Briaud Financial Planning
Texas
$65K -$21.3K -69 -23%
RDFA
3294
Ritter Daniher Financial Advisory
Ohio
$63.1K
KIM
3295
Kestra Investment Management
Texas
$62.2K
PW
3296
Pandora Wealth
Illinois
$60.8K
KOCAA
3297
Knights of Columbus Asset Advisors
Connecticut
$58.4K
SA
3298
SRH Advisors
Kansas
$58.4K
RWML
3299
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$57K +$23.1K +75 +63%
AEPWM
3300
Atlantic Edge Private Wealth Management
Florida
$56.1K +$2.47K +8 +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.