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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
WJWM
1101
Williams Jones Wealth Management
New York
$2.94M -$321K -1,042 -9%
WFS
1102
Widmann Financial Services
Maryland
$2.94M +$51.2K +166 +2%
AF
1103
AGP Franklin
Tennessee
$2.93M +$9.56K +31 +0.3%
FFM
1104
Forum Financial Management
Illinois
$2.93M +$138K +447 +5%
OPW
1105
Osprey Private Wealth
New York
$2.92M +$102K +330 +3%
KFBMI
1106
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.92M
SAMT
1107
Select Asset Management & Trust
Pennsylvania
$2.92M
CSP
1108
Cary Street Partners
Virginia
$2.92M -$132K -428 -4%
FUBT
1109
First United Bank & Trust
Maryland
$2.92M -$20K -65 -0.6%
SAM
1110
Secure Asset Management
Michigan
$2.91M +$89.7K +291 +3%
MPPW
1111
Mitchell & Pahl Private Wealth
Oklahoma
$2.91M +$58.6K +190 +2%
TBT
1112
Texas Bank & Trust
Texas
$2.91M -$69.7K -226 -2%
GAM
1113
Groupama Asset Management
France
$2.91M +$1.58M +5,115 +105%
FI
1114
Finivi Inc
Massachusetts
$2.9M +$84.5K +274 +3%
CCB
1115
Country Club Bank
Missouri
$2.89M +$3.39K +11 +0.1%
CNBTD
1116
Citizens National Bank Trust Department
Mississippi
$2.88M
MME
1117
Meag Munich Ergo
Germany
$2.88M +$947K +3,073 +45%
HRC
1118
Hoertkorn Richard Charles
$2.88M -$46.2K -150 -2%
FWP
1119
FAS Wealth Partners
Kansas
$2.87M -$2.91M -9,433 -49%
P
1120
Pitcairn
Pennsylvania
$2.87M -$173K -562 -5%
NWM
1121
Northcape Wealth Management
New York
$2.87M +$26.5K +86 +0.9%
PH
1122
Pinnacle Holdings
Oklahoma
$2.87M +$220K +715 +8%
SC
1123
SummitTX Capital
Texas
$2.87M +$3.03M +9,816 New
HAIM
1124
Hunter Associates Investment Management
Pennsylvania
$2.87M +$308 +1 +0%
IIC
1125
Ironwood Investment Counsel
Arizona
$2.87M -$17.9K -58 -0.6%

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.