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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
TBA
401
Tower Bridge Advisors
Pennsylvania
$19.6M -$236K -766 -1%
CA
402
Cullinan Associates
Kentucky
$19.5M -$553K -1,794 -3%
RMC
403
Resources Management Corp
Connecticut
$19.5M -$65.4K -212 -0.3%
ADEF
404
Adams Diversified Equity Fund
Maryland
$19.1M
PFS
405
Prospera Financial Services
Texas
$19M -$442K -1,435 -2%
NB
406
NBT Bank
New York
$19M -$407K -1,319 -2%
A
407
Allianz
Germany
$18.8M -$26.5K -86 -0.1%
BTW
408
Boston Trust Walden
Massachusetts
$18.6M -$420K -1,363 -2%
MMA
409
Miracle Mile Advisors
California
$18.6M +$105K +341 +0.5%
AI
410
Atria Investments
North Carolina
$18.5M -$622K -2,018 -3%
Rafferty Asset Management
411
Rafferty Asset Management
New York
$18.3M +$3.48M +11,296 +22%
OPERF
412
Oregon Public Employees Retirement Fund
Oregon
$18M +$30.8K +100 +0.2%
IAA
413
Independent Advisor Alliance
North Carolina
$17.9M -$1.28M -4,156 -6%
BAM
414
Burgundy Asset Management
Ontario, Canada
$17.7M
OC
415
Oppenheimer & Co
New York
$17.5M -$132K -427 -0.7%
KPWS
416
Kestra Private Wealth Services
Texas
$17.5M -$584K -1,893 -3%
AWM
417
Absher Wealth Management
North Carolina
$17.1M -$1.74M -5,640 -9%
CL
418
Choreo LLC
Illinois
$17.1M +$294K +954 +2%
SCM
419
Sone Capital Management
New York
$17M +$17.9M +58,217 New
CA
420
Callahan Advisors
Texas
$17M -$642K -2,084 -3%
HPG
421
Harvest Portfolios Group
Ontario, Canada
$17M -$2.6M -8,441 -13%
NIM
422
NEOS Investment Management
Connecticut
$16.9M +$1.81M +5,886 +11%
KWM
423
Kingsview Wealth Management
Oregon
$16.9M -$711K -2,307 -4%
USCWA
424
U.S. Capital Wealth Advisors
Texas
$16.9M +$473K +1,533 +3%
PWM
425
Perigon Wealth Management
California
$16.7M -$1.11M -3,601 -6%

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.