We are live on ! Find out more
MCD icon

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
PIM
1051
Provident Investment Management
Michigan
$3.18M -$329K -1,068 -9%
TFS
1052
Thoroughbred Financial Services
Tennessee
$3.18M -$541K -1,754 -14%
SP
1053
Stonebrook Private
Michigan
$3.18M +$202K +655 +6%
S
1054
SimplyRich
California
$3.17M -$1.23K -4 -0%
VSQM
1055
V-Square Quantitative Management
Illinois
$3.14M +$4.62K +15 +0.1%
AO
1056
Advisor OS
Illinois
$3.14M +$232K +753 +8%
KJWM
1057
Kiley Juergens Wealth Management
Washington
$3.14M -$83.9K -272 -2%
BBWA
1058
Bell & Brown Wealth Advisors
California
$3.13M -$50.9K -165 -2%
OBWP
1059
O'Brien Wealth Partners
Massachusetts
$3.13M +$7.71K +25 +0.2%
FAM
1060
Formidable Asset Management
Ohio
$3.13M -$10.8K -35 -0.3%
CA
1061
CGN Advisors
Kansas
$3.12M -$10.8K -35 -0.3%
FFWA
1062
FRG Family Wealth Advisors
Washington
$3.12M -$102K -330 -3%
FNBTCON
1063
First National Bank & Trust Co of Newtown
Pennsylvania
$3.11M -$114K -370 -3%
RMAM
1064
Raab & Moskowitz Asset Management
New Jersey
$3.1M -$53K -172 -2%
SF
1065
Symphony Financial
Texas
$3.1M +$3.12M +10,109 +296%
SL
1066
Salomon & Ludwin
Virginia
$3.1M -$4.93K -16 -0.2%
EWA
1067
Exencial Wealth Advisors
Oklahoma
$3.1M -$323K -1,049 -9%
GL
1068
Graypoint LLC
New York
$3.09M -$33.3K -108 -1%
CIA
1069
Citadel Investment Advisory
Ohio
$3.08M -$208K -674 -6%
IC
1070
Inscription Capital
Texas
$3.06M -$752K -2,440 -19%
GLA
1071
Great Lakes Advisors
Illinois
$3.06M -$350K -1,135 -10%
KCPG
1072
Kavar Capital Partners Group
Kansas
$3.05M -$41.9K -136 -1%
BSA
1073
Braun Stacey Associates
New York
$3.05M +$46.2K +150 +1%
RLH
1074
RD Lewis Holdings
Florida
$3.05M +$42.2K +137 +1%
CWM
1075
Chesapeake Wealth Management
Virginia
$3.04M -$118K -384 -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.