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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
PBT
951
Pictet Bank & Trust
Bahamas
$3.8M
BB
952
Bell Bank
North Dakota
$3.79M +$51.8K +168 +1%
OHWP
953
Oak Harbor Wealth Partners
North Carolina
$3.79M +$176K +570 +5%
SCM
954
Schnieders Capital Management
California
$3.78M +$96.2K +312 +2%
HVP
955
Hudson Value Partners
Florida
$3.78M +$61.4K +199 +2%
DAS
956
Diversify Advisory Services
Utah
$3.78M +$1.49M +4,846 +63%
EIP
957
Easterly Investment Partners
Massachusetts
$3.76M +$1.08M +3,504 +37%
CBA
958
Coastal Bridge Advisors
Connecticut
$3.76M +$3.96M +12,859 New
CPCM
959
Cardinal Point Capital Management
Ontario, Canada
$3.76M -$61.7K -200 -2%
GIP
960
Greatmark Investment Partners
Georgia
$3.75M -$15.1K -49 -0.4%
MCWS
961
McKinley Carter Wealth Services
West Virginia
$3.74M -$35.1K -114 -0.9%
CRC
962
Curi RMB Capital
Illinois
$3.73M +$3.02M +9,789 +328%
EFS
963
Essex Financial Services
Connecticut
$3.73M -$143K -465 -4%
VWMG
964
Virginia Wealth Management Group
Virginia
$3.72M -$41.3K -134 -1%
CI
965
CX Institutional
Indiana
$3.7M -$5.08M -16,466 -57%
MC
966
Moors & Cabot
Massachusetts
$3.69M -$87.6K -284 -2%
AWAU
967
Alliance Wealth Advisors (Utah)
Utah
$3.68M +$96.5K +313 +3%
GC
968
Grimes & Company
Massachusetts
$3.68M +$190K +615 +5%
DMC
969
Drexel Morgan & Co
Pennsylvania
$3.68M
MNBTD
970
Moody National Bank Trust Division
Texas
$3.67M -$50.3K -163 -1%
CBB
971
Citizens Business Bank
California
$3.67M +$19.7K +64 +0.5%
HT
972
Heritage Trust
Oklahoma
$3.67M -$342K -1,109 -8%
VWM
973
Valley Wealth Managers
New Jersey
$3.66M +$70K +227 +2%
RCA
974
Resonant Capital Advisors
Wisconsin
$3.66M +$167K +542 +5%
FRA
975
Frank Rimerman Advisors
California
$3.65M +$267K +866 +7%

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.