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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
PTC
826
Private Trust Company
Ohio
$5.08M -$273K -887 -5%
RWM
827
Rockline Wealth Management
New York
$5.08M +$37K +120 +0.7%
ET
828
Equitable Trust
Tennessee
$5.07M -$928K -3,009 -15%
EWM
829
Empirical Wealth Management
Washington
$5.06M +$69.4K +225 +1%
SCP
830
Sandhill Capital Partners
New York
$5.04M +$8.94K +29 +0.2%
OHIS
831
Oak Harvest Investment Services
Texas
$5.03M -$2.72M -8,839 -34%
SAG
832
SageView Advisory Group
California
$5.02M -$25.3K -82 -0.5%
MWM
833
Mission Wealth Management
California
$5.01M +$111K +359 +2%
CIC
834
Crawford Investment Counsel
Georgia
$5M +$33.6K +109 +0.6%
PFSC
835
Peoples Financial Services Corp
Pennsylvania
$5M -$194K -630 -4%
CWM
836
Cordatus Wealth Management
Pennsylvania
$5M -$95.3K -309 -2%
ATPW
837
Ashton Thomas Private Wealth
Arizona
$4.99M -$627K -2,034 -11%
HVIA
838
Hudson Valley Investment Advisors
New York
$4.99M -$62.9K -204 -1%
IAM
839
Infusive Asset Management
New York
$4.98M +$820K +2,660 +18%
GRP
840
Global Retirement Partners
California
$4.98M +$5.26M +17,050 New
RFM
841
Royal Fund Management
Florida
$4.96M +$215K +697 +4%
SWA
842
Sax Wealth Advisors
New Jersey
$4.95M -$2.13M -6,896 -29%
PTB
843
Pioneer Trust Bank
Oregon
$4.95M -$50.9K -165 -1%
GWM
844
Geneos Wealth Management
Colorado
$4.93M -$3.36M -10,901 -39%
PWMAG
845
Pinnacle Wealth Management Advisory Group
New Jersey
$4.93M -$308 -1 -0%
Envestnet Portfolio Solutions
846
Envestnet Portfolio Solutions
Illinois
$4.93M -$4.11M -13,336 -44%
DWA
847
Douglass Winthrop Advisors
New York
$4.93M -$6.17K -20 -0.1%
VT
848
Vise Technologies
New York
$4.92M +$5.19M +16,828 New
DAS
849
Dynamic Advisor Solutions
Arizona
$4.92M +$23.4K +76 +0.5%
VA
850
Valmark Advisers
Ohio
$4.91M +$136K +440 +3%

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.