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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
FWM
3501
Fonville Wealth Management
Virginia
-$223K -707 Closed
KMWM
3502
Keudell/Morrison Wealth Management
Oregon
-$220K -704 Closed
FFA
3503
Fi3 Financial Advisors
Indiana
-$220K -703 Closed
BDF
3504
Black Diamond Financial
Maryland
-$217K -696 Closed
PWA
3505
PCG Wealth Advisors
Kansas
-$214K -685 Closed
TWPM
3506
Total Wealth Planning & Management
Florida
-$213K -683 Closed
FAC
3507
Financial Advisory Corporation
Michigan
-$213K -682 Closed
GA
3508
GSG Advisors
New Jersey
-$205K -676 Closed
PAM
3509
Pacific Asset Management
Washington
-$209K -670 Closed
FA
3510
FSA Advisors
Michigan
-$209K -669 Closed
WSA
3511
Warm Springs Advisors
California
-$208K -667 Closed
EL
3512
Essex LLC
Illinois
-$208K -665 Closed
Aristotle Capital Management
3513
Aristotle Capital Management
California
-$207K -662 Closed
EAM
3514
Everstar Asset Management
North Carolina
-$206K -659 Closed
DCM
3515
DGS Capital Management
New Jersey
-$205K -657 Closed
KWM
3516
Koa Wealth Management
California
-$205K -655 Closed
SEEDPG
3517
S.E.E.D. Planning Group
New York
-$205K -655 Closed
LPFG
3518
Landing Point Financial Group
Ohio
-$204K -653 Closed
NCMW
3519
Northern Capital Management (Washington)
Washington
-$204K -653 Closed
PFG
3520
Prosperity Financial Group
California
-$204K -652 Closed
MSF
3521
Mustard Seed Financial
Arkansas
-$203K -651 Closed
BC
3522
Bowman & Company
Wisconsin
-$203K -649 Closed
RI
3523
RWWM Inc
California
-$202K -648 Closed
WCM
3524
Washburn Capital Management
Florida
-$202K -646 Closed
KOMWMG
3525
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$202K -645 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.