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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$20.8B +$284M +921,936 +1%
BlackRock
2
BlackRock
New York
$15.2B -$223M -723,954 -1%
State Street
3
State Street
Massachusetts
$10.2B +$83.9M +272,139 +0.8%
JP Morgan Chase
4
JP Morgan Chase
New York
$9.97B -$1.06B -3,424,331 -9%
BC
5
Broadwater Capital
Massachusetts
$5.99B +$1.84B +5,964,429 +28,975%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.9B +$85.1M +276,065 +2%
Morgan Stanley
7
Morgan Stanley
New York
$4.7B -$458M -1,484,026 -8%
Bank of America
8
Bank of America
North Carolina
$3.71B -$669M -2,170,566 -15%
Norges Bank
9
Norges Bank
Norway
$2.78B +$161M +521,376 +6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$2.63B -$883M -2,864,145 -24%
Northern Trust
11
Northern Trust
Illinois
$2.55B -$68.2M -221,276 -2%
Wells Fargo
12
Wells Fargo
California
$2.39B +$14.4M +46,591 +0.6%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$2.27B -$487M -1,580,003 -17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.12B +$132M +427,307 +6%
UBS AM
15
UBS AM
Illinois
$2.02B +$548M +1,777,183 +35%
Capital Research Global Investors
16
Capital Research Global Investors
California
$2.01B -$578M -1,874,755 -21%
Charles Schwab
17
Charles Schwab
California
$1.58B -$87.9M -285,243 -5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.57B -$91.6M -297,232 -5%
UBS Group
19
UBS Group
Switzerland
$1.47B -$407M -1,318,921 -21%
GFA
20
Gallagher Fiduciary Advisors
Illinois
$1.37B -$42.2M -136,988 -3%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.31B +$12.7M +41,113 +0.9%
Ameriprise
22
Ameriprise
Minnesota
$1.29B -$34.3M -111,243 -2%
Goldman Sachs
23
Goldman Sachs
New York
$1.25B -$184M -598,170 -12%
Invesco
24
Invesco
Georgia
$1.21B -$166M -537,850 -12%
Amundi
25
Amundi
France
$1.19B +$609M +1,974,751 +96%

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.