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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
MIP
2451
Marietta Investment Partners
Wisconsin
$471K
OLVIG
2452
Oliver Lagore Vanvalin Investment Group
Michigan
$471K +$465K +1,508 New
BWL
2453
Bogart Wealth LLC
Virginia
$471K +$20.7K +67 +4%
PIFP
2454
Partners in Financial Planning
Virginia
$471K
JBA
2455
Johnson Bixby & Associates
Washington
$470K
IPWA
2456
International Private Wealth Advisors
California
$469K -$19.4K -63 -4%
BWM
2457
Baron Wealth Management
Michigan
$469K -$21.6K -70 -4%
AI
2458
Atom Investors
Texas
$468K -$379K -1,229 -43%
AT
2459
Arlington Trust
Alabama
$468K +$96.2K +312 +24%
OL
2460
Optas LLC
Texas
$467K -$89.1K -289 -15%
EWA
2461
EQ Wealth Advisors
Texas
$467K
LT
2462
Legacy Trust
Michigan
$467K +$4.62K +15 +0.9%
FWA
2463
FSM Wealth Advisors
Ohio
$467K +$120K +390 +32%
KCFA
2464
Key Client Fiduciary Advisors
New Jersey
$467K -$2.47K -8 -0.5%
LJAC
2465
L.J. Altfest & Co
New York
$467K -$3.39K -11 -0.7%
SIAG
2466
Safeguard Investment Advisory Group
California
$467K +$24.4K +79 +5%
PTC
2467
Philadelphia Trust Company
Pennsylvania
$467K
ML
2468
Mayport LLC
Massachusetts
$466K -$12.3K -40 -2%
PIA
2469
Powell Investment Advisors
Florida
$466K
CMTU
2470
Capital Markets Trading (UK)
United Kingdom
$466K +$492K +1,595 New
CAGAS
2471
Capital Advisory Group Advisory Services
Minnesota
$465K +$2.47K +8 +0.5%
RW
2472
RVW Wealth
California
$463K -$36.7K -119 -7%
GAM
2473
GEM Asset Management
Michigan
$463K +$5.55K +18 +1%
SA
2474
SL Advisors
New Jersey
$463K
FC
2475
Farringdon Capital
United Kingdom
$462K +$487K +1,580 New

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.