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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
SWGC
2301
Summit Wealth Group (Colorado)
Colorado
$557K +$587K +1,905 New
BCM
2302
Bayesian Capital Management
New York
$555K +$84.8K +275 +17%
CWI
2303
Conscious Wealth Investments
Florida
$554K
SHFA
2304
SC&H Financial Advisors
Maryland
$553K -$15.7K -51 -3%
LCM
2305
Laurion Capital Management
New York
$552K -$1.55M -5,034 -73%
SCM
2306
Stonebridge Capital Management
California
$552K
TC
2307
Tacita Capital
Ontario, Canada
$552K -$15.4K -50 -3%
FWM
2308
FFT Wealth Management
Pennsylvania
$551K
VCM
2309
Vivaldi Capital Management
Illinois
$550K +$42.9K +139 +8%
CFG
2310
Copley Financial Group
California
$549K -$76.8K -249 -12%
BWP
2311
Bernardo Wealth Planning
Pennsylvania
$548K +$3.7K +12 +0.6%
CSB
2312
City State Bank
Iowa
$548K -$179K -580 -24%
OCM
2313
Orion Capital Management
California
$547K
LA
2314
LM Advisors
California
$547K -$839K -2,722 -59%
ZAM
2315
Zevin Asset Management
Massachusetts
$547K
LB
2316
Legacy Bridge
Iowa
$547K -$308 -1 -0.1%
OAM
2317
Occidental Asset Management
California
$547K -$54.3K -176 -9%
BWA
2318
Bordeaux Wealth Advisors
California
$547K -$80.5K -261 -12%
BWM
2319
BCGM Wealth Management
Indiana
$545K +$2.77K +9 +0.5%
BAM
2320
BOS Asset Management
Illinois
$544K +$6.78K +22 +1%
B
2321
Barings
North Carolina
$543K -$812K -2,634 -59%
CAS
2322
CTC Alternative Strategies
Illinois
$543K +$573K +1,860 New
OCPWS
2323
One Charles Private Wealth Services
Massachusetts
$543K -$63.2K -205 -10%
AFG
2324
ABLE Financial Group
Arizona
$543K -$925 -3 -0.2%
SPA
2325
Sentinel Pension Advisors
Massachusetts
$543K

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.