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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
SAM
2376
Shikiar Asset Management
New York
$517K
RF
2377
Rossby Financial
Florida
$515K +$8.32K +27 +2%
QPWM
2378
Quadrant Private Wealth Management
Pennsylvania
$515K +$22.2K +72 +4%
LA
2379
Latitude Advisors
Florida
$515K +$1.54K +5 +0.3%
GF
2380
GGM Financials
Ohio
$514K -$219K -709 -29%
WWA
2381
Wealth Watch Advisors
Colorado
$514K +$563K +1,825 New
TAM
2382
Tucker Asset Management
Colorado
$514K -$44.1K -143 -8%
VP
2383
Verum Partners
North Carolina
$512K +$22.2K +72 +4%
MTWM
2384
Masso Torrence Wealth Management
New Jersey
$512K +$66.6K +216 +14%
DLCIG
2385
D.L. Carlson Investment Group
New Hampshire
$510K -$190K -615 -26%
LD
2386
Lipe & Dalton
New York
$509K
PJWM
2387
Philip James Wealth Mangement
Georgia
$508K -$25.6K -83 -5%
AWM
2388
Affinity Wealth Management
Delaware
$508K +$3.08K +10 +0.6%
SP
2389
Symmetry Partners
Connecticut
$508K +$4.62K +15 +0.9%
JSAM
2390
J. Safra Asset Management
New York
$507K +$33.6K +109 +7%
EM
2391
Excalibur Management
Massachusetts
$507K +$925 +3 +0.2%
SA
2392
Sovran Advisors
California
$506K -$59.5K -193 -10%
LAS
2393
LWM Advisory Services
Florida
$506K -$33.9K -110 -6%
TW
2394
Traveka Wealth
California
$505K -$3.08K -10 -0.6%
CWM
2395
Castle Wealth Management
Florida
$503K -$1.85K -6 -0.3%
NRC
2396
New Republic Capital
North Carolina
$503K +$12K +39 +2%
HPIA
2397
Hamilton Point Investment Advisors
North Carolina
$502K
RB
2398
Rodgers Brothers
Pennsylvania
$502K
MTIC
2399
Missouri Trust & Investment Company
Missouri
$502K -$2.47K -8 -0.5%
SNB
2400
Security National Bank
Nebraska
$502K

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.