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McDonald's

3,355 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 1,346 increasing their positions, 1,362 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,355
Holders Change
-16
Holders Change %
-0.47%
% of All Funds
44.96%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
177
Increased
1,346
Reduced
1,362
Closed
130
Calls
$2.63B
Puts
$2.64B
Net Calls
-$3.88M
Net Calls Change
-$254M
Name Holding Trade Value Shares
Change
Shares
Change %
WFAG
2601
Wescott Financial Advisory Group
Pennsylvania
$372K +$2.34K +8 +0.6%
WCM
2602
Wallace Capital Management
Texas
$371K -$28.6K -98 -7%
PAM
2603
Peak Asset Management
Colorado
$371K -$4.38K -15 -1%
SA
2604
Shilanski & Associates
Alaska
$370K -$1.17K -4 -0.3%
LRIA
2605
Leonard Rickey Investment Advisors
Washington
$370K -$1.75K -6 -0.5%
RFA
2606
Resurgent Financial Advisors
Georgia
$369K +$4.67K +16 +1%
IAG
2607
Ipsen Advisor Group
Arkansas
$369K -$78.6K -269 -18%
AFWM
2608
AMJ Financial Wealth Management
Virginia
$369K +$369K +1,262 New
TIA
2609
Trust Investment Advisors
Indiana
$368K
IF
2610
Integrity Financial
Wyoming
$368K +$1.17K +4 +0.3%
BEAM
2611
Baker Ellis Asset Management
Washington
$368K -$29.2K -100 -7%
CCM
2612
Chilton Capital Management
Texas
$368K +$74.5K +255 +25%
WAS
2613
Winch Advisory Services
Wisconsin
$367K +$876 +3 +0.2%
SWA
2614
Strategies Wealth Advisors
Michigan
$366K +$14.3K +49 +4%
BW
2615
BXM Wealth
Colorado
$366K +$10.5K +36 +3%
TA
2616
TrueWealth Advisors
Alabama
$366K -$13.7K -47 -4%
SCG
2617
Sonata Capital Group
Washington
$366K -$146K -500 -29%
TCM
2618
Triumph Capital Management
Colorado
$366K +$7.59K +26 +2%
CWM
2619
Challenger Wealth Management
California
$365K -$42.4K -145 -10%
LSWM
2620
Lorne Steinberg Wealth Management
Canada
$364K
LGG
2621
Luts & Greenleigh Group
Maryland
$364K -$584 -2 -0.2%
LFG
2622
Lockerman Financial Group
California
$363K -$35.4K -121 -9%
HR
2623
Hardy Reed
Mississippi
$363K -$3.51K -12 -1%
FHC
2624
First Heartland Consultants
Missouri
$362K +$42.7K +146 +13%
AWM
2625
Avaii Wealth Management
Wisconsin
$361K