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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
SDWMA
2351
Schneider Downs Wealth Management Advisors
Pennsylvania
$528K -$27.7K -90 -5%
CHAM
2352
Clear Harbor Asset Management
Connecticut
$528K +$56.7K +184 +11%
GWM
2353
Graybill Wealth Management
Illinois
$528K
MFS
2354
Miller Financial Services
Michigan
$527K
LIA
2355
LBMC Investment Advisors
Tennessee
$526K +$1.54K +5 +0.3%
SLT
2356
St Louis Trust
Missouri
$526K
LSA
2357
Lion Street Advisors
Texas
$526K +$4.01K +13 +0.7%
MWP
2358
Meridian Wealth Partners
Pennsylvania
$525K +$8.32K +27 +2%
HNWAG
2359
High Net Worth Advisory Group
Florida
$525K
Financial Engines Advisors
2360
Financial Engines Advisors
California
$525K +$190K +615 +52%
GWM
2361
Gitterman Wealth Management
New Jersey
$525K +$251K +814 +83%
CPRC
2362
Consolidated Portfolio Review Corp
New York
$525K +$12.9K +42 +2%
DDC
2363
DF Dent & Co
Maryland
$524K
MCM
2364
Monument Capital Management
Virginia
$523K +$4.32K +14 +0.8%
JAFL
2365
Jay A. Fishman Ltd
Michigan
$522K -$98.7K -320 -15%
JCM
2366
J2 Capital Management
Michigan
$520K -$925 -3 -0.2%
AIA
2367
Arbor Investment Advisors
North Carolina
$518K
FWM
2368
Fingerlakes Wealth Management
New York
$518K -$617 -2 -0.1%
IWB
2369
Innovative Wealth Building
Maryland
$518K +$4.93K +16 +0.9%
CWP
2370
Core Wealth Partners
California
$518K +$3.08K +10 +0.6%
1WM
2371
1900 Wealth Management
Texas
$518K -$7.09K -23 -1%
DA
2372
Detalus Advisors
Missouri
$518K -$11.1K -36 -2%
IFU
2373
iSAM Funds (UK)
United Kingdom
$517K +$200K +649 +58%
FWP
2374
Falcon Wealth Planning
California
$517K -$25.3K -82 -4%
NPFS
2375
Novak & Powell Financial Services
Florida
$517K -$6.17K -20 -1%

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.