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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
CFA
201
Capstone Financial Advisors
Illinois
$60.2M -$3M -9,720 -5%
WG
202
Welch Group
Alabama
$60.2M +$672K +2,180 +1%
Jones Financial Companies
203
Jones Financial Companies
Missouri
$59.9M +$9.76M +31,673 +18%
Jennison Associates
204
Jennison Associates
New York
$59.4M +$3.22M +10,438 +5%
FAF
205
Fjarde Ap-fonden
Sweden
$59M +$11.4M +37,100 +22%
VRS
206
Virginia Retirement Systems
Virginia
$58.3M -$4.16M -13,500 -6%
HPC
207
HM Payson & Co
Maine
$57.4M -$1.1M -3,552 -2%
ORIO
208
Old Republic International (ORI)
Illinois
$57.3M
JSSH
209
J. Safra Sarasin Holding
$57M -$2.13M -6,917 -3%
CCMG
210
Clark Capital Management Group
Pennsylvania
$56.9M +$1.5M +4,872 +3%
SOMRS
211
State of Michigan Retirement System
Michigan
$56.8M
Daiwa Securities Group
212
Daiwa Securities Group
Japan
$56.4M +$2.37M +7,689 +4%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$56M -$176K -570 -0.3%
ACM
214
Advisors Capital Management
New Jersey
$55.9M +$2.03M +6,598 +4%
VF
215
Vest Financial
Virginia
$55.3M -$5.66M -18,349 -9%
BPCE
216
Bank Pictet & Cie (Europe)
Germany
$55.1M -$129K -420 -0.2%
CLGM
217
Capitolis Liquid Global Markets
New York
$55.1M +$57.8M +187,500 +18,750%
BOH
218
Bank of Hawaii
Hawaii
$54.7M -$275K -892 -0.5%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$54.1M -$1.33M -4,323 -2%
VOYA Investment Management
220
VOYA Investment Management
Georgia
$54M -$162M -525,169 -74%
CWM
221
CIBC World Markets
New York
$54M +$541K +1,755 +1%
MIM
222
MetLife Investment Management
New Jersey
$53.8M -$1.29M -4,183 -2%
FAF
223
Första AP-fonden
Sweden
$53.6M +$1.73M +5,600 +3%
Calamos Advisors
224
Calamos Advisors
Illinois
$52.9M -$3.97M -12,891 -7%
SEI Investments
225
SEI Investments
Pennsylvania
$52.8M +$3.96M +12,845 +8%

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.