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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
CP
1076
Cumberland Partners
Ontario, Canada
$3.04M +$3.21M +10,405 New
PIM
1077
Penobscot Investment Management
Massachusetts
$3.03M -$15.4K -50 -0.5%
ISB
1078
Iowa State Bank
Iowa
$3.03M -$83.2K -270 -3%
AIP
1079
Ameritas Investment Partners
Nebraska
$3.03M -$38.5K -125 -1%
SQA
1080
Simon Quick Advisors
New Jersey
$3.03M +$859K +2,787 +37%
TW
1081
TritonPoint Wealth
Maryland
$3.02M -$1.23K -4 -0%
ACP
1082
Aviance Capital Partners
Florida
$3.02M +$63.2K +205 +2%
CWM
1083
Cornerstone Wealth Management
Missouri
$3.02M +$281K +912 +10%
GSEP
1084
Golden State Equity Partners
California
$3.02M +$435K +1,410 +16%
ECM
1085
Evergreen Capital Management
Washington
$2.99M -$230K -746 -7%
SIAG
1086
Signet Investment Advisory Group
Rhode Island
$2.99M +$17K +55 +0.5%
AAM
1087
Auxier Asset Management
Oregon
$2.99M -$331K -1,075 -10%
SC
1088
Sawyer & Company
Massachusetts
$2.99M +$3.41M +11,058 New
IIA
1089
ICW Investment Advisors
Arizona
$2.99M +$40.4K +131 +1%
GI
1090
GLOBALT Investments
Georgia
$2.98M -$156K -506 -5%
HWMO
1091
Heritage Wealth Management (Ohio)
Ohio
$2.98M -$29.9K -97 -0.9%
SIC
1092
Shoker Investment Counsel
Ohio
$2.97M -$65.4K -212 -2%
SIC
1093
SJS Investment Consulting
Ohio
$2.97M +$35.8K +116 +1%
SS
1094
Sunbelt Securities
Texas
$2.96M +$492K +1,595 +18%
RWM
1095
RKL Wealth Management
Pennsylvania
$2.96M +$173K +562 +6%
MFGM
1096
Marshall Financial Group (Maryland)
Maryland
$2.96M +$13.3K +43 +0.4%
NEAM
1097
New England Asset Management
Connecticut
$2.96M +$13.9K +45 +0.4%
DAC
1098
Dividend Assets Capital
South Carolina
$2.95M -$97.1K -315 -3%
MWM
1099
Modern Wealth Management
Kansas
$2.94M -$44.7K -145 -1%
DA
1100
Denali Advisors
California
$2.94M -$55.8K -181 -2%

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.