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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
RWM
801
Revisor Wealth Management
Ohio
$5.32M -$9.25K -30 -0.2%
BAM
802
Belpointe Asset Management
Nevada
$5.31M +$1.31M +4,245 +30%
IWA
803
Icon Wealth Advisors
Texas
$5.31M +$813K +2,637 +17%
Westfield Capital Management
804
Westfield Capital Management
Massachusetts
$5.3M +$5.6M +18,155 New
TRCT
805
Tower Research Capital (TRC)
New York
$5.3M -$6.11M -19,827 -52%
IAS
806
Investment Advisory Services
Texas
$5.29M +$211K +685 +4%
LBC
807
Lowe Brockenbrough & Co
Virginia
$5.26M +$154K +500 +3%
AF
808
Ally Financial
Michigan
$5.26M +$4.47M +14,500 +414%
MPI
809
Mairs & Power Inc
Minnesota
$5.25M +$1.43M +4,651 +35%
CFO
810
Callan Family Office
Pennsylvania
$5.24M +$3.42M +11,101 +162%
PIM
811
Plato Investment Management
Australia
$5.24M +$123K +398 +2%
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.22M -$584K -1,895 -10%
III
813
Independent Investors Inc
New York
$5.2M -$77.1K -250 -1%
S
814
SignatureFD
Georgia
$5.2M +$85.4K +277 +2%
CFSG
815
Community Financial Services Group
Vermont
$5.19M +$138K +447 +3%
WAOTB
816
Wealth Advisors of Tampa Bay
Florida
$5.17M +$43.2K +140 +0.8%
PAI
817
Pittenger & Anderson Inc
Nebraska
$5.17M +$6.78K +22 +0.1%
AP
818
Appleton Partners
Massachusetts
$5.17M -$337K -1,092 -6%
AG
819
AIA Group
Hong Kong
$5.17M -$2.55M -8,274 -32%
CAMG
820
CWA Asset Management Group
Florida
$5.15M -$51.2K -166 -0.9%
BCFS
821
Butensky & Cohen Financial Security
Florida
$5.13M +$166K +539 +3%
PT
822
Plimoth Trust
Massachusetts
$5.12M +$2.47K +8 +0%
EF
823
Exeter Financial
Arizona
$5.12M -$142K -461 -3%
TYCC
824
Texas Yale Capital Corp
Florida
$5.09M +$191K +620 +4%
SFGP
825
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.09M +$106K +344 +2%

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.