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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
BTI
851
Blue Trust Inc
Georgia
$4.88M +$389K +1,262 +8%
ECM
852
ExodusPoint Capital Management
New York
$4.86M -$1.82M -5,910 -26%
TPA
853
Trivium Point Advisory
Connecticut
$4.85M -$247K -800 -5%
SW
854
Simplicity Wealth
New Jersey
$4.83M +$3.03M +9,842 +147%
CAM
855
Columbia Asset Management
Michigan
$4.82M -$24.7K -80 -0.5%
NSEDCP
856
NJ State Employees Deferred Compensation Plan
New Jersey
$4.82M
DWM
857
Diversify Wealth Management
Utah
$4.82M +$601K +1,948 +14%
AG
858
Ascent Group
Virginia
$4.8M -$334K -1,085 -6%
FPB
859
First PREMIER Bank
South Dakota
$4.8M -$21K -68 -0.4%
SC
860
Soundwatch Capital
Connecticut
$4.8M +$1.49B +4,833,039 New
DIM
861
DLK Investment Management
California
$4.75M +$128K +416 +3%
BHWM
862
Bar Harbor Wealth Management
New Hampshire
$4.72M -$20K -65 -0.4%
SNPAM
863
St. Nicholas Private Asset Management
Florida
$4.69M -$64.1K -208 -1%
OCAM
864
Onex Canada Asset Management
Ontario, Canada
$4.69M -$59.2K -192 -1%
PA
865
Parallel Advisors
California
$4.67M +$131K +425 +3%
GCA
866
Greenwood Capital Associates
South Carolina
$4.65M -$57.7K -187 -1%
MSA
867
MUFG Securities Americas
New York
$4.63M +$975K +3,162 +25%
SW
868
SlateStone Wealth
Florida
$4.58M +$57.7K +187 +1%
DJSG
869
D.J. St. Germain
Massachusetts
$4.57M +$160K +519 +3%
O
870
Ossiam
France
$4.57M +$309K +1,002 +7%
CTA
871
Colonial Trust Advisors
South Carolina
$4.57M -$38.8K -126 -0.8%
PMG
872
Private Management Group
California
$4.56M +$3.56M +11,546 +284%
HSA
873
HBK Sorce Advisory
Pennsylvania
$4.56M +$541K +1,756 +13%
PRS
874
Pinkerton Retirement Specialists
Idaho
$4.56M +$154K +501 +3%
CCM
875
Consolidated Capital Management
California
$4.55M -$123K -400 -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.