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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
AWAP
2551
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$403K
MP
2552
Moment Partners
California
$401K
BFG
2553
Birch Financial Group
New Hampshire
$401K
BF
2554
Brucke Financial
Indiana
$401K
BWM
2555
Blossom Wealth Management
California
$400K
IIL
2556
Insight Inv LLC
California
$400K
STA
2557
Smith Thornton Advisors
Alabama
$399K
KOC
2558
Koss-Olinger Consulting
Florida
$399K
HIC
2559
Hartline Investment Corp
Illinois
$397K
LC
2560
Lavaca Capital
Texas
$397K
VWM
2561
Vigilare Wealth Management
Arizona
$397K
IAP
2562
Indie Asset Partners
Indiana
$395K
AWA
2563
Alaska Wealth Advisors
Alaska
$395K
PCH
2564
PGIM Custom Harvest
New Jersey
$394K
MCM
2565
Moore Capital Management
New York
$394K
TAM
2566
Titleist Asset Management
Texas
$394K
WIA
2567
Wealthedge Investment Advisors
New York
$393K
CIC
2568
Chase Investment Counsel
Virginia
$393K
FNBSF
2569
First National Bank Sioux Falls
South Dakota
$392K
TC
2570
Trust Company
Kansas
$392K
EFA
2571
Edge Financial Advisors
Illinois
$392K
PSCM
2572
Per Stirling Capital Management
Texas
$392K
MFG
2573
Midwest Financial Group
Kansas
$392K
TAM
2574
Trillium Asset Management
Massachusetts
$391K
AWA
2575
AmeriServ Wealth Advisors
Pennsylvania
$391K