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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
JSW
976
Journey Strategic Wealth
New Jersey
$3.65M +$1.11M +3,604 +41%
ST
977
Spinnaker Trust
Maine
$3.64M +$267K +867 +7%
CW
978
CreativeOne Wealth
Kansas
$3.64M +$477K +1,548 +14%
AOWM
979
Alpha Omega Wealth Management
Virginia
$3.63M -$151K -490 -4%
WIC
980
Woodmont Investment Counsel
Tennessee
$3.63M -$42.5K -138 -1%
Empower Advisory Group
981
Empower Advisory Group
Colorado
$3.63M +$220K +712 +6%
CT
982
Coastline Trust
Rhode Island
$3.63M -$48.1K -156 -1%
RA
983
RFG Advisory
Alabama
$3.61M +$213K +691 +6%
RHIG
984
R.H. Investment Group
Arizona
$3.6M +$12.3K +40 +0.3%
VCA
985
Verdence Capital Advisors
Maryland
$3.59M -$41.3K -134 -1%
DCM
986
Delta Capital Management
New Jersey
$3.59M -$30.8K -100 -0.8%
QC
987
Quadrature Capital
United Kingdom
$3.59M +$3.78M +12,271 New
SWM
988
Sterling Wealth Management
Illinois
$3.58M +$3.78M +12,268 New
JSC
989
J. Stern & Co
United Kingdom
$3.57M -$224K -728 -6%
JWCA
990
J.W. Coons Advisors
Ohio
$3.56M +$223K +723 +6%
CA
991
CoreCap Advisors
Michigan
$3.55M -$345K -1,118 -8%
PFA
992
Pathway Financial Advisers
Indiana
$3.54M +$48.7K +158 +1%
GL
993
GHE LLC
Tennessee
$3.53M -$695K -2,254 -16%
WEG
994
World Equity Group
Illinois
$3.52M +$1.82M +5,900 +96%
VAS
995
Valicenti Advisory Services
New York
$3.52M +$32.4K +105 +0.9%
DA
996
DCM Advisors
New York
$3.51M +$293K +950 +9%
AC
997
Apella Capital
Connecticut
$3.51M +$1.46M +4,751 +66%
BHPW
998
Beverly Hills Private Wealth
California
$3.5M -$20.7K -67 -0.6%
LWA
999
Lineweaver Wealth Advisors
Ohio
$3.49M -$84.2K -273 -2%
NF
1000
Nikulski Financial
Iowa
$3.49M -$40.7K -132 -1%

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.