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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
CWA
3376
Carolina Wealth Advisors
South Carolina
$12K
1IA
3377
1620 Investment Advisors
Massachusetts
$9.64K
JFG
3378
JDM Financial Group
Texas
$9.64K
EPW
3379
Evergreen Private Wealth
Colorado
$9.35K +$3.7K +12 +60%
HWM
3380
Horizons Wealth Management
North Carolina
$8.18K
NMG
3381
New Millennium Group
Utah
$7.6K -$1.85K -6 -19%
SR
3382
Syntax Research
Florida
$7.3K
RTL
3383
Red Tortoise LLC
Georgia
$7.02K
SC
3384
Steph & Co
Wisconsin
$7.01K
BHWM
3385
Bay Harbor Wealth Management
Maryland
$7.01K +$3.39K +11 +85%
SMFG
3386
Sumitomo Mitsui Financial Group
Japan
$6.71K +$7.09K +23 New
MWA
3387
Moser Wealth Advisors
Washington
$6.43K
CWM
3388
Cedar Wealth Management
California
$6.35K +$6.78K +22 New
SFCL
3389
Strengthening Families & Communities LLC
Massachusetts
$6.25K -$111K -360 -95%
GK
3390
Graney & King
New York
$6.21K
BWM
3391
Bernard Wealth Management
Michigan
$5.84K -$7.71K -25 -56%
PC
3392
Promus Capital
Illinois
$5.26K
TFG
3393
Team Financial Group
California
$5.09K +$5.24K +17 New
KHC
3394
Koesten Hirschmann & Crabtree
Kansas
$4.87K +$5.24K +17 New
MFG
3395
Mendota Financial Group
Wisconsin
$4.67K -$4.93K -16 -50%
IMC
3396
Investment Management Corporation
Virginia
$4.38K
CW
3397
Curio Wealth
Maryland
$4.38K +$4.32K +14 +1,400%
PPA
3398
Painted Porch Advisors
California
$4.11K +$1.85K +6 +75%
QWM
3399
Quaker Wealth Management
New Jersey
$4.09K +$4.32K +14 New
WA
3400
WestEnd Advisors
North Carolina
$4.09K -$308 -1 -7%

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.