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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
PCM
876
Parsons Capital Management
Rhode Island
$4.52M -$54.6K -177 -1%
CCM
877
Cobler Capital Management
Kansas
$4.5M +$4.53M +14,682 New
DWT
878
Dorsey & Whitney Trust
South Dakota
$4.5M -$206K -667 -4%
TW
879
Trajan Wealth
Arizona
$4.48M +$104K +338 +2%
PCA
880
Pallas Capital Advisors
Massachusetts
$4.47M -$30.5K -99 -0.6%
PS
881
Principal Securities
Iowa
$4.46M +$1.28M +4,143 +37%
AAM
882
Aureus Asset Management
Massachusetts
$4.4M +$17.6K +57 +0.4%
M
883
Murchinson
Ontario, Canada
$4.38M +$4.62M +15,000 New
SC
884
SouthState Corp
Florida
$4.36M +$105K +342 +2%
MAM
885
Mystic Asset Management
Rhode Island
$4.36M -$925 -3 -0%
RWM
886
Ritholtz Wealth Management
New York
$4.34M +$414K +1,344 +10%
ACM
887
AlphaStar Capital Management
North Carolina
$4.32M +$4.56M +14,800 New
IHL
888
Investment House LLC
California
$4.31M -$48.4K -157 -1%
PI
889
PFG Investments
New York
$4.3M -$20K -65 -0.4%
MIA
890
MMBG Investment Advisors
Florida
$4.28M -$450K -1,460 -9%
AIM
891
Anchor Investment Management
South Carolina
$4.28M -$93.7K -304 -2%
NHC
892
Nicholas Hoffman & Company
Georgia
$4.27M +$482K +1,565 +12%
PFG
893
Pinnacle Financial Group
Illinois
$4.27M +$3.73M +12,096 +479%
OIM
894
Opus Investment Management
Massachusetts
$4.27M
STA
895
Summit Trail Advisors
New York
$4.26M +$4.5M +14,597 New
TWM
896
TriaGen Wealth Management
California
$4.26M +$47.2K +153 +1%
ACM
897
Alta Capital Management
Utah
$4.26M +$218K +707 +5%
TTWM
898
TCV Trust & Wealth Management
Virginia
$4.25M -$28.4K -92 -0.6%
WC
899
Woodstock Corp
Massachusetts
$4.24M
GI
900
GAMMA Investing
California
$4.24M +$1.02M +3,299 +29%

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.