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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
BA
1301
Bridgewater Advisors
New York
$2.13M -$13.9K -45 -0.6%
AWM
1302
Accurate Wealth Management
Florida
$2.13M +$305K +989 +16%
JGIA
1303
Jackson Grant Investment Advisers
Connecticut
$2.13M +$9.25K +30 +0.4%
ST
1304
Sentinel Trust
Texas
$2.13M -$86.6K -281 -4%
ORG
1305
Optimist Retirement Group
Washington
$2.12M -$76.8K -249 -3%
JWA
1306
JFS Wealth Advisors
Pennsylvania
$2.12M -$1.54K -5 -0.1%
ADMI
1307
Albert D. Mason Inc
Massachusetts
$2.12M -$169K -549 -7%
TA
1308
TruWealth Advisors
Louisiana
$2.12M +$135K +439 +6%
EHWM
1309
Eads & Heald Wealth Management
Georgia
$2.12M -$28.1K -91 -1%
PA
1310
Procyon Advisors
Connecticut
$2.12M -$351K -1,137 -14%
PI
1311
Pettee Investors
Connecticut
$2.11M
BFA
1312
Beacon Financial Advisory
Ohio
$2.11M +$52.1K +169 +2%
SFO
1313
Stokes Family Office
Louisiana
$2.11M -$5.86K -19 -0.3%
WA1
1314
Wimmer Associates 1
California
$2.11M -$17.3K -56 -0.8%
QP
1315
Quilter Plc
United Kingdom
$2.1M -$147K -477 -6%
WA
1316
Wealth Alliance
New York
$2.1M -$74.6K -242 -3%
EWA
1317
Etesian Wealth Advisors
Oregon
$2.1M -$110K -358 -5%
LA
1318
LVW Advisors
New York
$2.09M -$152K -493 -6%
TS
1319
Triglav Skladi
Slovenia
$2.09M -$3.3M -10,700 -60%
CAM
1320
Cypress Asset Management
Texas
$2.09M
PWP
1321
Precedent Wealth Partners
Texas
$2.09M +$188K +610 +9%
BFPW
1322
BOK Financial Private Wealth
Colorado
$2.08M +$699K +2,268 +47%
NFG
1323
Nadler Financial Group
Illinois
$2.08M -$199K -644 -8%
RWB
1324
RMR Wealth Builders
New Jersey
$2.08M +$161K +521 +8%
CBT
1325
CoreFirst Bank & Trust
Kansas
$2.08M -$28.7K -93 -1%

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.