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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
HCM
1001
Hall Capital Management
Rhode Island
$3.49M +$3.39K +11 +0.1%
RFG
1002
Range Financial Group
Oregon
$3.47M +$161K +521 +5%
MWM
1003
MOKAN Wealth Management
Kansas
$3.47M +$293K +951 +9%
CAM
1004
Carret Asset Management
New York
$3.46M -$14.2K -46 -0.4%
RIG
1005
RiverFront Investment Group
Virginia
$3.46M +$85.1K +276 +2%
KC
1006
Kinloch Capital
Virginia
$3.46M +$17.3K +56 +0.5%
RRWA
1007
Rainey & Randall Wealth Advisors
Florida
$3.46M +$34.2K +111 +0.9%
CIA
1008
Cohen Investment Advisors
New Hampshire
$3.46M +$90.9K +295 +3%
HKIM
1009
Hayek Kallen Investment Management
Alabama
$3.45M -$119K -387 -3%
PWM
1010
Palumbo Wealth Management
New York
$3.45M +$56.1K +182 +2%
TVWM
1011
Tower View Wealth Management
Wisconsin
$3.45M +$69.7K +226 +2%
OTL
1012
Oak Thistle LLC
New York
$3.44M +$3.63M +11,766 New
HAS
1013
HBW Advisory Services
California
$3.44M -$130K -421 -3%
BDA
1014
Borer Denton & Associates
Pennsylvania
$3.41M
CPCPP
1015
Canada Post Corporation Pension Plan
Canada
$3.4M +$3.59M +11,638 New
AC
1016
AlphaCore Capital
California
$3.39M +$338K +1,097 +10%
RMDI
1017
R.M. Davis Inc
Maine
$3.39M -$266K -864 -7%
AWP
1018
Ascent Wealth Partners
New York
$3.37M -$11.7K -38 -0.3%
PWS
1019
Peterson Wealth Services
Utah
$3.37M +$3.56M +11,546 New
DEA
1020
DoubleLine ETF Adviser
Florida
$3.37M -$571K -1,851 -14%
CSUI
1021
Cincinnati Specialty Underwriters Insurance
Ohio
$3.36M
CT
1022
Chicago Trust
Illinois
$3.36M +$287K +931 +9%
WAAG
1023
Wealth Alliance Advisory Group
Kansas
$3.34M +$817K +2,650 +30%
ECM
1024
Everence Capital Management
Indiana
$3.34M -$1.52M -4,930 -30%
ATC
1025
Adirondack Trust Company
New York
$3.31M -$133K -432 -4%

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.