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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
GAA
2501
Global Assets Advisory
Florida
$432K
PCM
2502
Poehling Capital Management
Wisconsin
$431K
WTFG
2503
Wood Tarver Financial Group
Idaho
$431K
BBA
2504
Braun-Bostich & Associates
Pennsylvania
$429K
SAM
2505
Summit Asset Management
Tennessee
$428K
DFP
2506
Defined Financial Planning
California
$428K
MCP
2507
Mirador Capital Partners
California
$428K
TWM
2508
Topsail Wealth Management
North Carolina
$428K
MSCM
2509
McElhenny Sheffield Capital Management
Texas
$428K
SM
2510
Sweeney & Michel
California
$427K
AHL
2511
Abel Hall LLC
Louisiana
$427K
TF
2512
Tudor Financial
Ohio
$427K
EIA
2513
Edgemoor Investment Advisors
Maryland
$425K
AFAS
2514
Acorn Financial Advisory Services
Virginia
$424K
FOA
2515
Five Oceans Advisors
California
$424K
WAS
2516
Wealth Advisory Solutions
Indiana
$423K
CFG
2517
Certior Financial Group
Pennsylvania
$423K
RCA
2518
Ranch Capital Advisors
Florida
$422K
MIC
2519
Meridian Investment Counsel
California
$421K
BCG
2520
Breakwater Capital Group
New Jersey
$421K
OC
2521
Optima Capital
Oregon
$421K
CFA
2522
Cahill Financial Advisors
Minnesota
$421K
RIS
2523
Retirement Income Solutions
Michigan
$420K
CFGA
2524
Cambridge Financial Group (Arizona)
Arizona
$420K
KBFS
2525
Kohmann Bosshard Financial Services
Ohio
$420K