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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
SAM
2676
Satovsky Asset Management
New York
$351K
AW
2677
Alaethes Wealth
Nevada
$350K
MGWM
2678
Marks Group Wealth Management
Minnesota
$350K
GSAM
2679
Grant Street Asset Management
Pennsylvania
$350K
AA
2680
Auxano Advisors
Washington
$350K
TA
2681
TPG Advisors
Illinois
$350K
BWM
2682
Birchcreek Wealth Management
Ohio
$350K
LCS
2683
Levin Capital Strategies
New York
$349K
RA
2684
Ruggaard & Associates
Ohio
$349K
HWM
2685
Howard Wealth Management
Connecticut
$349K
TIM
2686
Total Investment Management
Arizona
$349K
DCBT
2687
Dakota Community Bank & Trust
North Dakota
$347K
VAG
2688
VisionPoint Advisory Group
Texas
$347K
GB
2689
Goepper Burkhardt
South Carolina
$346K
ICP
2690
Interchange Capital Partners
Pennsylvania
$346K
CYG
2691
Clean Yield Group
Vermont
$345K
BP
2692
Broadleaf Partners
Ohio
$345K
PHAM
2693
Palisades Hudson Asset Management
Florida
$345K
MWA
2694
Mills Wealth Advisors
Texas
$344K
AGC
2695
Aspen Grove Capital
Colorado
$344K
BI
2696
BFI Infinity
Switzerland
$343K
CPC
2697
Congress Park Capital
New York
$342K
FWP
2698
Forefront Wealth Partners
Texas
$342K
SRC
2699
Shufro Rose & Co
New York
$341K
MSFP
2700
Mark Sheptoff Financial Planning
Connecticut
$340K