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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
Robeco Institutional Asset Management
376
Robeco Institutional Asset Management
Netherlands
$22.5M -$651K -2,111 -3%
KIA
377
KCM Investment Advisors
California
$22.3M -$62.9K -204 -0.3%
CA
378
Cornerstone Advisors
North Carolina
$22.1M +$13.6M +44,000 +139%
BFA
379
Beaumont Financial Advisors
Massachusetts
$22M -$337K -1,092 -1%
Kovitz Investment Group Partners
380
Kovitz Investment Group Partners
Illinois
$21.7M +$371K +1,204 +2%
WDA
381
Wendell David Associates
New Hampshire
$21.7M -$132K -428 -0.6%
WIC
382
Willis Investment Counsel
Georgia
$21.6M +$2.77M +8,991 +14%
FBB
383
Fulton Breakefield Broenniman
Maryland
$21.3M +$89.4K +290 +0.4%
WSFS
384
Wilmington Savings Fund Society
Delaware
$21.3M -$1.02M -3,321 -4%
IMC Chicago
385
IMC Chicago
Illinois
$21.2M +$22.4M +72,637 New
DILIC
386
Dai-ichi Life Insurance Company
Japan
$21.2M -$506K -1,642 -2%
Macquarie Group
387
Macquarie Group
Australia
$21.1M -$3.64M -11,812 -14%
AP
388
Americana Partners
Texas
$21.1M +$1.85K +6 +0%
JCM
389
Janney Capital Management
Pennsylvania
$21M -$304K -986 -1%
FNT
390
First National Trust
Pennsylvania
$21M -$10.2K -33 -0%
BCM
391
Brookstone Capital Management
Illinois
$20.8M -$1.51M -4,901 -6%
FMII
392
Farmers & Merchants Investments Inc
Nebraska
$20.7M -$386K -1,253 -2%
WT
393
Whittier Trust
California
$20.6M -$346K -1,121 -2%
BCM
394
Bridgeway Capital Management
Texas
$20.5M +$2.72M +8,834 +14%
EMPI
395
Elo Mutual Pension Insurance
Finland
$20.1M +$4.91M +15,919 +30%
SI
396
Stephens Inc
Arkansas
$19.9M +$1.84M +5,976 +10%
PWP
397
Principle Wealth Partners
Connecticut
$19.9M +$174K +563 +0.8%
BFA
398
Bragg Financial Advisors
North Carolina
$19.8M +$45K +146 +0.2%
Wealthfront Advisers
399
Wealthfront Advisers
California
$19.7M -$3.12M -10,129 -13%
TAM
400
Tocqueville Asset Management
New York
$19.7M -$15.3M -49,483 -42%

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.