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
DWM
3351
Dogwood Wealth Management
Kansas
$26.7K +$4.32K +14 +18%
NWM
3352
Nova Wealth Management
Florida
$26.5K +$2.77K +9 +11%
HWM
3353
HighMark Wealth Management
Minnesota
$25.8K -$14.5K -47 -35%
HIA
3354
HFM Investment Advisors
New Jersey
$25.1K +$925 +3 +4%
LWMI
3355
Legacy Wealth Management (Idaho)
Idaho
$24.8K
LIS
3356
Legacy Investment Solutions
Idaho
$24.8K +$26.2K +85 New
DRP
3357
Decker Retirement Planning
Utah
$24.8K +$15.4K +50 +143%
PP
3358
PFS Partners
New Jersey
$23.5K +$19.4K +63 +371%
FFWM
3359
Future Financial Wealth Management
Ohio
$20.6K
CFP
3360
Comprehensive Financial Planning
Pennsylvania
$20.2K -$7.71K -25 -27%
BIM
3361
Breakwater Investment Management
Washington
$18.7K
CI
3362
Clal Insurance
Israel
$18K -$1.23K -4 -6%
CWIG
3363
Chung Wu Investment Group
Texas
$17.5K +$18.5K +60 New
VWA
3364
Valued Wealth Advisors
Utah
$17.3K +$1.54K +5 +9%
BMC
3365
Bear Mountain Capital
Washington
$17.2K
PCM
3366
Penserra Capital Management
California
$17K -$839K -2,721 -98%
KFP
3367
Keener Financial Planning
Texas
$17K
MAS
3368
MPWM Advisory Solutions
Georgia
$15.8K -$26.8K -87 -62%
MHIP
3369
Mountain Hill Investment Partners
New Jersey
$15.8K
SHM
3370
Sagard Holdings Management
Ontario, Canada
$15.5K +$16.3K +53 New
DEM
3371
Disciplined Equity Management
Florida
$14.9K
FW
3372
Fairway Wealth
Ohio
$14.6K -$17K -55 -52%
PCM
3373
Perritt Capital Management
Illinois
$13.8K
BFS
3374
Bare Financial Services
Pennsylvania
$12.9K +$10.5K +34 +340%
WCM
3375
WealthTrak Capital Management
Virginia
$12.3K +$1.85K +6 +17%

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.