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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
IAG
2626
Ipsen Advisor Group
Arkansas
$369K
AFWM
2627
AMJ Financial Wealth Management
Virginia
$369K
CCM
2628
Canal Capital Management
Virginia
$369K
TIA
2629
Trust Investment Advisors
Indiana
$368K
IF
2630
Integrity Financial
Wyoming
$368K
BEAM
2631
Baker Ellis Asset Management
Washington
$368K
CCM
2632
Chilton Capital Management
Texas
$368K
WAS
2633
Winch Advisory Services
Wisconsin
$367K
SWA
2634
Strategies Wealth Advisors
Michigan
$366K
BW
2635
BXM Wealth
Colorado
$366K
TA
2636
TrueWealth Advisors
Alabama
$366K
SCG
2637
Sonata Capital Group
Washington
$366K
TCM
2638
Triumph Capital Management
Colorado
$366K
CWM
2639
Challenger Wealth Management
California
$365K
LSWM
2640
Lorne Steinberg Wealth Management
Canada
$364K
LGG
2641
Luts & Greenleigh Group
Maryland
$364K
LFG
2642
Lockerman Financial Group
California
$363K
HR
2643
Hardy Reed
Mississippi
$363K
FHC
2644
First Heartland Consultants
Missouri
$362K
AWM
2645
Avaii Wealth Management
Wisconsin
$361K
VWA
2646
VSM Wealth Advisory
Maryland
$360K
SMF
2647
Scott Marsh Financial
Utah
$360K
AWMT
2648
AAFMAA Wealth Management & Trust
North Carolina
$359K
CAC
2649
Certified Advisory Corp
Florida
$359K
GKWIM
2650
Gerber Kawasaki Wealth & Investment Management
California
$359K