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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
PS
3401
PayPay Securities
Japan
$4.09K
HFM
3402
Harvest Fund Management
China
$4K -$83.9K -272 -96%
HC
3403
Hoese & Co
Minnesota
$3.8K -$4.01K -13 -50%
AS
3404
Altshuler Shaham
Israel
$3.8K +$4.01K +13 New
AIA
3405
Aventus Investment Advisors
Florida
$3.51K +$3.7K +12 New
PWM
3406
Parkworth Wealth Management
California
$3.21K +$1.23K +4 +57%
CIM
3407
Contravisory Investment Management
Massachusetts
$3.21K +$3.39K +11 New
WOC
3408
West Oak Capital
California
$2.8K
BFS
3409
Burkett Financial Services
South Carolina
$2.37K
HFS
3410
Horizon Financial Services
North Carolina
$2.34K +$925 +3 +60%
RI
3411
Ridgewood Investments
New Jersey
$2.04K
DF
3412
DecisionPoint Financial
Arizona
$1.78K +$1.85K +6 New
SHF
3413
Safe Harbor Fiduciary
Florida
$1.46K
RF
3414
Robbins Farley
New Hampshire
$1.17K
BGWM
3415
Bridge Generations Wealth Management
Florida
$877
PEAK6
3416
PEAK6
Illinois
$649 -$308 -1 -33%
RJA
3417
Ross\Johnson & Associates
Minnesota
$584
KIG
3418
Kessler Investment Group
Indiana
$292
FCI
3419
Financial Counselors Inc
Kansas
-$66.5M -212,899 Closed
IIP
3420
Intermede Investment Partners
United Kingdom
-$59.4M -190,006 Closed
CF
3421
Corebridge Financial
Texas
-$49.9M -159,832 Closed
MGCM
3422
Mane Global Capital Management
New York
-$27.8M -88,930 Closed
AIMCA
3423
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$26.1M -83,640 Closed
TAF
3424
Tredje AP-fonden
Sweden
-$22.8M -73,056 Closed
AF
3425
Avanza Fonder
Sweden
-$14.4M -46,098 Closed

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.