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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
SFP
1151
Shepherd Financial Partners
Massachusetts
$2.76M +$79.2K +257 +3%
JIC
1152
Joel Isaacson & Co
New York
$2.75M -$27.1K -88 -0.9%
WC
1153
Weil Company
California
$2.74M +$31.8K +103 +1%
BSB
1154
Bangor Savings Bank
Maine
$2.74M +$2.16K +7 +0.1%
PCM
1155
Palisade Capital Management
New Jersey
$2.73M
SSWM
1156
Smith Salley Wealth Management
North Carolina
$2.73M +$243K +787 +9%
FMI
1157
F/M Investments
District of Columbia
$2.72M -$1.23K -4 -0%
ALAM
1158
Asahi Life Asset Management
Japan
$2.72M +$134K +434 +5%
Koshinski Asset Management
1159
Koshinski Asset Management
Illinois
$2.71M +$245K +794 +9%
RC
1160
Rahlfs Capital
Texas
$2.71M
HWAM
1161
Hennion & Walsh Asset Management
New Jersey
$2.71M +$617 +2 +0%
HWM
1162
Hohimer Wealth Management
Washington
$2.71M +$2.47K +8 +0.1%
IP
1163
Integras Partners
Georgia
$2.7M -$13.9K -45 -0.5%
WA
1164
Wambolt & Associates
Colorado
$2.7M -$174K -563 -6%
PWPS
1165
Pinnacle Wealth Planning Services
Ohio
$2.7M -$48.7K -158 -2%
4WM
1166
44 Wealth Management
Oregon
$2.7M -$134K -435 -5%
GWMR
1167
GC Wealth Management RIA
Massachusetts
$2.68M +$1.58M +5,113 +126%
DT
1168
Diversified Trust
Tennessee
$2.68M -$37.3K -121 -1%
UB
1169
Umpqua Bank
Oregon
$2.67M +$41K +133 +1%
AF
1170
Arrow Financial
New York
$2.67M +$77.7K +252 +3%
CAG
1171
Csenge Advisory Group
Florida
$2.67M -$54.6K -177 -2%
SDWIA
1172
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.67M +$617 +2 +0%
SFO
1173
Stenger Family Office
Illinois
$2.67M +$2.71M +8,792 New
GIM
1174
Generali Investments Management
Slovenia
$2.67M -$3.97M -12,874 -58%
VIP
1175
Vista Investment Partners
Oklahoma
$2.67M -$7.4K -24 -0.3%

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.