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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
BWA
2426
BlueChip Wealth Advisors
Georgia
$488K
CWM
2427
Crowley Wealth Management
Delaware
$488K +$30.8K +100 +6%
SMWM
2428
Silvia McColl Wealth Management
California
$486K
MDA
2429
Minot DeBlois Advisors
Massachusetts
$486K -$21K -68 -4%
TCM
2430
TruNorth Capital Management
Michigan
$486K
MFA
2431
Millington Financial Advisors
Illinois
$485K +$3.39K +11 +0.7%
EA
2432
Enclave Advisors
Texas
$485K -$6.47K -21 -1%
MMHP
2433
Murphy Middleton Hinkle & Parker
Georgia
$484K
CCM
2434
Crew Capital Management
Ohio
$483K -$2.77K -9 -0.5%
JSL
2435
JT Stratford LLC
Georgia
$482K -$670K -2,172 -57%
OFP
2436
OFC Financial Planning
New Jersey
$482K
PWP
2437
Perfromance Wealth Partners
Illinois
$481K +$192K +623 +61%
RS
2438
Rakuten Securities
Japan
$479K +$107K +346 +27%
CG
2439
CFO4Life Group
Texas
$478K +$3.39K +11 +0.7%
FPGK
2440
Financial Partners Group (Kansas)
Kansas
$478K -$12.3K -40 -2%
TPWA
2441
TRUE Private Wealth Advisors
Oregon
$477K +$24.4K +79 +5%
AIA
2442
AIMZ Investment Advisors
California
$475K -$46.2K -150 -8%
WFAG
2443
Worth Financial Advisory Group
North Carolina
$475K +$58K +188 +13%
NFA
2444
Northwest Financial Advisors
Virginia
$475K -$26.8K -87 -5%
CWMGO
2445
Capstone Wealth Management Group (Oregon)
Oregon
$475K +$617 +2 +0.1%
PIA
2446
Perennial Investment Advisors
California
$474K +$19.1K +62 +4%
CH
2447
Cromwell Holdings
Wyoming
$474K
NFW
2448
Noble Family Wealth
Florida
$473K
CFS
2449
Commonwealth Financial Services
West Virginia
$472K -$22.5K -73 -4%
CWM
2450
Chemistry Wealth Management
New York
$472K +$617 +2 +0.1%

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.