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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
CWA
2576
Consilium Wealth Advisory
Texas
$390K
AIA
2577
Allied Investment Advisors
Montana
$389K
6F
2578
626 Financial
Michigan
$389K
PWA
2579
Primoris Wealth Advisors
Florida
$388K
OKSA
2580
O'Keefe Stevens Advisory
New York
$388K
BWP
2581
BSW Wealth Partners
Colorado
$388K
UPS
2582
UHLMANN PRICE SECURITIES
Illinois
$388K
CS
2583
Capital Square
Tennessee
$388K
DWP
2584
Destiny Wealth Partners
Florida
$388K
SIG
2585
Spinnaker Investment Group
California
$387K
AIFAIM
2586
American Institute for Advanced Investment Management
Arizona
$387K
SSW
2587
Stone Summit Wealth
Florida
$386K
CA
2588
Calton & Associates
Florida
$385K
IA
2589
IFG Advisors
Missouri
$385K
WCP
2590
Wealthcare Capital Partners
Pennsylvania
$385K
MC
2591
Montag & Caldwell
Georgia
$384K
MCM
2592
Mainstream Capital Management
California
$384K
KF
2593
KKM Financial
Illinois
$384K
IWP
2594
Invenio Wealth Partners
Florida
$382K
OFO
2595
OneAscent Family Office
Alabama
$382K
CF
2596
Claris Financial
Virginia
$381K
EBWM
2597
Eagle Bluffs Wealth Management
Missouri
$381K
MF
2598
Meridian Financial
Massachusetts
$381K
AF
2599
Apollon Financial
South Carolina
$380K
BTWM
2600
Baker Tilly Wealth Management
Wisconsin
$380K