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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
3IP
1351
3Chopt Investment Partners
Virginia
$2M +$15.1K +49 +0.7%
EFA
1352
Evernest Financial Advisors
Indiana
$2M +$83.2K +270 +4%
SCM
1353
Shelton Capital Management
Colorado
$2M -$921K -2,987 -30%
VBCG
1354
Valley Brook Capital Group
Pennsylvania
$1.99M +$18.5K +60 +0.9%
FWM
1355
Forefront Wealth Management
Pennsylvania
$1.99M +$3.39K +11 +0.2%
PFBT
1356
Parkside Financial Bank & Trust
Missouri
$1.98M +$810K +2,627 +63%
EWM
1357
EPG Wealth Management
Georgia
$1.98M -$51.2K -166 -2%
SW
1358
SkyOak Wealth
Michigan
$1.98M +$10.8K +35 +0.5%
CLA
1359
Carnegie Lake Advisors
New Jersey
$1.97M
IAMOG
1360
Investors Asset Management of Georgia
Georgia
$1.96M -$20.3K -66 -1%
ATI
1361
Act Two Investors
California
$1.96M
CB
1362
CNB Bank
Pennsylvania
$1.96M -$42.2K -137 -2%
AWP
1363
Accretive Wealth Partners
New Jersey
$1.96M +$29.3K +95 +1%
T. Rowe Price Investment Management
1364
T. Rowe Price Investment Management
Maryland
$1.96M -$198M -643,852 -99%
AIM
1365
AHL Investment Management
Florida
$1.95M -$9.25K -30 -0.4%
EPAM
1366
Evelyn Partners Asset Management
$1.95M +$84.2K +273 +4%
BFC
1367
Bedel Financial Consulting
Indiana
$1.95M -$8.94K -29 -0.4%
AIM
1368
Advyzon Investment Management
Illinois
$1.94M +$1.44M +4,684 +238%
KP
1369
Keel Point
Alabama
$1.94M +$661K +2,143 +48%
CAI
1370
Capital Advisors Inc
Oklahoma
$1.94M -$124K -402 -6%
NG
1371
Norden Group
Utah
$1.94M +$105K +340 +5%
MMG
1372
Monetary Management Group
Missouri
$1.94M
AC
1373
Avestar Capital
New York
$1.94M +$183K +592 +10%
AFM
1374
Abbot Financial Management
Massachusetts
$1.93M -$4.62K -15 -0.2%
PWAM
1375
Pinnacle West Asset Management
Wyoming
$1.93M -$13.9K -45 -0.7%

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.