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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
HWA
1326
Heartwood Wealth Advisors
Virginia
$2.07M +$152K +492 +7%
AFG
1327
Atomi Financial Group
New York
$2.07M +$170K +551 +8%
DAM
1328
Delta Asset Management
Tennessee
$2.07M -$62K -201 -3%
WP
1329
Wealthspan Partners
Iowa
$2.06M -$6.17K -20 -0.3%
WPW
1330
Waldron Private Wealth
Pennsylvania
$2.06M -$91.9K -298 -4%
FMB
1331
Field & Main Bank
Kentucky
$2.06M -$12.3K -40 -0.6%
CI
1332
Cigna Investments
Connecticut
$2.06M -$62K -201 -3%
SC
1333
Stolper & Co
Oklahoma
$2.05M -$4.93K -16 -0.2%
AA
1334
ABC Arbitrage
France
$2.05M +$2.16M +7,002 New
CCM
1335
Cullen Capital Management
New York
$2.05M -$12.3K -40 -0.6%
AAM
1336
AR Asset Management
California
$2.04M
SAA
1337
Southeast Asset Advisors
Georgia
$2.04M +$310K +1,007 +17%
LI
1338
LRI Investments
Florida
$2.04M -$15.7K -51 -0.7%
BP
1339
BBR Partners
New York
$2.04M -$2.77K -9 -0.1%
SWM
1340
Spire Wealth Management
Virginia
$2.04M -$1.8M -5,847 -46%
SFG
1341
SevenBridge Financial Group
Pennsylvania
$2.04M -$113K -366 -5%
AWE
1342
Avidian Wealth Enterprises
Texas
$2.04M +$221K +718 +11%
1C
1343
111 Capital
France
$2.04M -$853K -2,767 -28%
PBC
1344
Pavion Blue Capital
California
$2.03M
FCA
1345
Fortis Capital Advisors
Kansas
$2.03M -$14.8K -48 -0.7%
AAIM
1346
Asset Advisors Investment Management
Georgia
$2.02M -$97.1K -315 -4%
EAM
1347
Empirical Asset Management
Massachusetts
$2.01M +$5.24K +17 +0.2%
RDWM
1348
Red Door Wealth Management
Tennessee
$2.01M +$355K +1,151 +20%
TCM
1349
Traynor Capital Management
Pennsylvania
$2.01M +$105K +341 +5%
RE
1350
Rydar Equities
Texas
$2.01M +$2.13M +6,916 New

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.