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McDonald's

3,390 hedge funds and large institutions have $153B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,361 increasing their positions, 1,371 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

1% less repeat investments, than reductions

Existing positions increased: 1,361 | Existing positions reduced: 1,371

6% less capital invested

Capital invested by funds: $163B → $153B (-$10.3B)

29% less funds holding in top 10

Funds holding in top 10: 6244 (-18)

Holders
3,390
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.63B
Puts
$2.64B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
2476
Veracity Capital
Georgia
$452K
BW
2477
BIP Wealth
Georgia
$452K
FSC
2478
Full Sail Capital
Oklahoma
$451K
PCM
2479
Princeton Capital Management
New Jersey
$448K
FCA
2480
FLC Capital Advisors
California
$448K
CWMP
2481
Clarion Wealth Managment Partners
Virginia
$447K
MAM
2482
McLean Asset Management
Virginia
$447K
GCM
2483
Genus Capital Management
British Columbia, Canada
$447K
MEG
2484
Millstone Evans Group
Colorado
$444K
T
2485
Tableaux
Massachusetts
$444K
PSP
2486
Pacific Sage Partners
Washington
$442K
RFP
2487
Root Financial Partners
California
$441K
JWBC
2488
John W. Bristol & Co
New York
$441K
CST
2489
Charles Schwab Trust
Nevada
$439K
ZI
2490
ZEGA Investments
Florida
$439K
BCM
2491
Bienville Capital Management
New York
$438K
ARMT
2492
Amica Retiree Medical Trust
Rhode Island
$437K
WLPWM
2493
Walled Lake Planning & Wealth Management
Illinois
$436K
FNA
2494
First National Advisers
Nebraska
$436K
AWS
2495
Arkfeld Wealth Strategies
Nebraska
$436K
TIA
2496
Traphagen Investment Advisors
New Jersey
$435K
CMA
2497
Cedar Mountain Advisors
Oregon
$434K
MIM
2498
Meridiem Investment Management
United Kingdom
$433K
VFPW
2499
Vantage Financial Partners (Wisconsin)
Wisconsin
$433K
CWA
2500
Crux Wealth Advisors
California
$432K