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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
WA
2401
WealthTrust Axiom
Pennsylvania
$501K -$70.9K -230 -12%
CWM
2402
Centurion Wealth Management
Virginia
$501K +$27.4K +89 +5%
NRI
2403
NFP Retirement Inc
California
$500K +$191K +621 +57%
Group One Trading
2404
Group One Trading
Illinois
$500K +$527K +1,711 New
IWA
2405
Inspirion Wealth Advisors
Illinois
$499K -$570K -1,848 -52%
CWA
2406
Clearview Wealth Advisors
Oregon
$499K -$2.47K -8 -0.5%
USWIA
2407
UP Strategic Wealth Investment Advisors
Pennsylvania
$497K -$49.6K -161 -9%
OPCM
2408
Osborne Partners Capital Management
California
$497K -$14.8K -48 -3%
FA
2409
Financial Advisors
Massachusetts
$496K +$308 +1 +0.1%
OPPS
2410
Obsidian Personal Planning Solutions
Maryland
$496K +$308 +1 +0.1%
WH
2411
Willner & Heller
California
$495K -$3.08K -10 -0.6%
SFS
2412
Summit Financial Strategies
Ohio
$495K
SN
2413
Sittner & Nelson
Oregon
$495K -$6.17K -20 -1%
MF
2414
Manchester Financial
California
$495K +$32.1K +104 +7%
VCM
2415
Verde Capital Management
Michigan
$494K +$12K +39 +2%
OP
2416
ORG Partners
Indiana
$493K +$41.6K +135 +9%
EIG
2417
Ellenbecker Investment Group
Wisconsin
$493K -$58K -188 -10%
RCM
2418
Raleigh Capital Management
North Carolina
$492K -$31.1K -101 -6%
SFP
2419
Sandbox Financial Partners
Maryland
$491K +$308 +1 +0.1%
TWA
2420
Talisman Wealth Advisors
New Jersey
$490K +$3.7K +12 +0.7%
FDS
2421
First Dallas Securities
Texas
$489K -$339K -1,100 -40%
MWM
2422
McMill Wealth Management
Nebraska
$489K +$308 +1 +0.1%
UWPG
2423
Ullmann Wealth Partners Group
Florida
$489K +$18.8K +61 +4%
PCMC
2424
Paragon Capital Management (Colorado)
Colorado
$489K -$1.54K -5 -0.3%
BF
2425
bLong Financial
Tennessee
$488K

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.