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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
AL
2326
Aspiriant LLC
California
$542K -$22.5K -73 -4%
S
2327
Sunpointe
Missouri
$541K +$196K +635 +52%
HFS
2328
Hoge Financial Services
Pennsylvania
$540K +$4.01K +13 +0.7%
ACM
2329
Allred Capital Management
Texas
$539K -$34.8K -113 -6%
CFO
2330
CVA Family Office
Colorado
$539K +$16.3K +53 +3%
GTAM
2331
Global Trust Asset Management
Florida
$538K +$4.62K +15 +0.8%
CIS
2332
Connors Investor Services
Pennsylvania
$538K
CL
2333
CSS LLC
Illinois
$538K +$392K +1,270 +223%
PD
2334
Planning Directions
Pennsylvania
$537K -$61.4K -199 -10%
LI
2335
LifeWealth Investments
Florida
$536K +$68.7K +223 +14%
FFO
2336
Fortitude Family Office
Arizona
$536K -$233K -756 -29%
VIA
2337
Victrix Investment Advisors
Florida
$536K +$90.9K +295 +19%
1WA
2338
180 Wealth Advisors
Washington
$536K -$12K -39 -2%
RCM
2339
Riverpark Capital Management
New York
$534K -$80.8K -262 -13%
MHWM
2340
Montz Harcus Wealth Management
Louisiana
$534K -$3.7K -12 -0.7%
LCM
2341
Lazari Capital Management
California
$533K
CRI
2342
Colonial River Investments
Virginia
$532K -$35.8K -116 -6%
LA
2343
Lifeworks Advisors
Michigan
$532K -$66.3K -215 -11%
CNTOF
2344
Canandaigua National Trust of Florida
New York
$531K +$1.54K +5 +0.3%
SFS
2345
Strategic Financial Services
New York
$530K +$7.71K +25 +1%
CD
2346
Chapin Davis
Maryland
$530K -$22.5K -73 -4%
SC
2347
Sepio Capital
Utah
$529K
ATS
2348
Ashton Thomas Securities
New York
$529K -$15.7K -51 -3%
MWM
2349
MBE Wealth Management
Wisconsin
$529K -$6.17K -20 -1%
WCFA
2350
Walkner Condon Financial Advisors
Wisconsin
$528K +$28.7K +93 +5%

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.