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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
Q1WB
3326
Quest 10 Wealth Builders
Virginia
$41.5K +$22.2K +72 +103%
AWM
3327
Activest Wealth Management
Florida
$41.5K -$39.5K -128 -47%
NIM
3328
Nexus Investment Management
Ontario, Canada
$40.9K +$43.2K +140 New
ACA
3329
American Capital Advisory
Idaho
$37.4K +$2.16K +7 +6%
CCC
3330
Chelsea Counsel Company
California
$36.5K
WFA
3331
West Financial Advisors
Iowa
$36.5K
PWA
3332
Provenance Wealth Advisors
Florida
$36.5K -$178K -576 -82%
BGC
3333
Beutel, Goodman & Co
Ontario, Canada
$36K -$73.1K -237 -65%
1M
3334
1248 Management
Missouri
$35.6K
MAWAG
3335
Mid-American Wealth Advisory Group
Missouri
$35.6K +$37.6K +122 New
SRCM
3336
Signature Resources Capital Management
California
$35.1K +$7.4K +24 +25%
AIA
3337
Arcadia Investment Advisors
Idaho
$33.9K
FLFS
3338
Family Legacy Financial Solutions
North Carolina
$32.4K +$34.2K +111 New
PPC
3339
Park Place Capital
Alabama
$32.1K -$71.5K -232 -68%
LFA
3340
Legend Financial Advisors
Pennsylvania
$31.9K +$33.6K +109 New
HHGA
3341
Halbert Hargrove Global Advisors
California
$31.8K +$32.4K +105 +2,625%
CIR
3342
Clear Investment Research
Georgia
$31.4K
CWM
3343
Copia Wealth Management
Oregon
$31K
NAAA
3344
New Age Alpha Advisors
New York
$29.5K -$1.06M -3,428 -97%
FGC
3345
Financial Gravity Companies
Texas
$29.2K +$30.8K +100 New
TCM
3346
Traub Capital Management
Massachusetts
$29.2K +$30.8K +100 New
GC
3347
GFG Capital
Florida
$28.6K +$30.2K +98 New
PG
3348
Proffitt & Goodson
Tennessee
$28K
KWM
3349
Kiker Wealth Management
Georgia
$27.9K +$308 +1 +1%
LIA
3350
Luken Investment Analytics
Tennessee
$26.9K

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.