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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
EFS
3451
Econ Financial Services
Pennsylvania
-$1.22M -3,917 Closed
PI
3452
PGGM Investments
Netherlands
-$1.22M -3,907 Closed
BL
3453
Balentine LLC
Georgia
-$943K -3,020 Closed
ARC
3454
Advisor Resource Council
Texas
-$788K -2,523 Closed
MAM
3455
Marotta Asset Management
Virginia
-$742K -2,438 Closed
HFM
3456
Hartford Funds Management
Pennsylvania
-$747K -2,391 Closed
SA
3457
Strategic Advisors
New York
-$679K -2,174 Closed
HCP
3458
Hexagon Capital Partners
Arkansas
-$652K -2,087 Closed
CFM
3459
Catalyst Funds Management
Australia
-$600K -1,920 Closed
CCB
3460
Cutter & Co Brokerage
Missouri
-$597K -1,913 Closed
GPWM
3461
Grant Private Wealth Management
California
-$546K -1,748 Closed
DWG
3462
Darden Wealth Group
Michigan
-$444K -1,420 Closed
KJHP
3463
K.J. Harrison & Partners
Ontario, Canada
-$433K -1,387 Closed
SGWM
3464
Sterling Group Wealth Management
California
-$425K -1,362 Closed
MS
3465
Maven Securities
Jersey
-$411K -1,334 Closed
RS
3466
Retirement Solution
Washington
-$403K -1,289 Closed
AFS
3467
Anderson Financial Strategies
Ohio
-$392K -1,254 Closed
FCMA
3468
Foresight Capital Management Advisors
Michigan
-$390K -1,250 Closed
RAM
3469
Readystate Asset Management
Illinois
-$384K -1,229 Closed
TFF
3470
The Family Firm
Maryland
-$381K -1,220 Closed
CS
3471
Crescent Sterling
Louisiana
-$363K -1,163 Closed
G
3472
GenTrust
Florida
-$349K -1,118 Closed
HBS
3473
Howard Bailey Securities
Indiana
-$342K -1,095 Closed
NCFG
3474
New Century Financial Group
New Jersey
-$331K -1,060 Closed
CCG
3475
Catalina Capital Group
California
-$308K -987 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.