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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
CPL
776
Capital & Planning LLC
Georgia
$5.66M +$143K +464 +2%
HI
777
Harbour Investments
Wisconsin
$5.66M +$644K +2,088 +12%
TI
778
Tidal Investments
Wisconsin
$5.66M +$428K +1,389 +8%
ANBT
779
American National Bank & Trust
Texas
$5.64M -$113K -366 -2%
IC
780
IEQ Capital
California
$5.64M -$2.56M -8,293 -30%
PCG
781
Prosperity Consulting Group
Maryland
$5.64M -$152K -493 -2%
LCM
782
Liberty Capital Management
Michigan
$5.63M +$307K +997 +5%
AIM
783
Allen Investment Management
New York
$5.62M
LWP
784
LMG Wealth Partners
Louisiana
$5.57M +$140K +455 +2%
CC
785
Chicago Capital
Illinois
$5.55M +$234K +759 +4%
MSR
786
Main Street Research
Connecticut
$5.54M -$218K -706 -4%
BP
787
Ballentine Partners
Massachusetts
$5.52M +$206K +667 +4%
HCM
788
Hollencrest Capital Management
California
$5.49M -$56.7K -184 -1%
SCM
789
Spring Capital Management
Texas
$5.47M -$20K -65 -0.3%
APP
790
Avantax Planning Partners
Iowa
$5.46M -$82.3K -267 -1%
MOS
791
MGO One Seven
Ohio
$5.44M +$271K +879 +5%
TSMHT
792
Thurston Springer Miller Herd & Titak
Indiana
$5.4M +$805K +2,611 +16%
NGA
793
Naples Global Advisors
Florida
$5.39M +$40.7K +132 +0.7%
FSA
794
Franklin Street Advisors
North Carolina
$5.39M +$453K +1,471 +9%
NSIM
795
North Star Investment Management
Illinois
$5.37M +$34.2K +111 +0.6%
ST
796
Somerset Trust
Pennsylvania
$5.35M -$27.7K -90 -0.5%
OAM
797
Oak Asset Management
California
$5.34M -$50.6K -164 -0.9%
BCP
798
Blue Chip Partners
Michigan
$5.34M -$46.9K -152 -0.8%
M
799
MOTCO
Texas
$5.33M -$209K -679 -4%
WWM
800
Western Wealth Management
Colorado
$5.32M +$44.1K +143 +0.8%

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.