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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
PWA
2701
Phoenix Wealth Advisors
North Carolina
$339K
NRW
2702
Nova R Wealth
Kansas
$338K
WPA
2703
Wealth Preservation Advisors
Tennessee
$338K
CAM
2704
Claret Asset Management
Quebec, Canada
$338K
I2I
2705
Insight 2811 Inc
Illinois
$338K
MWP
2706
Meredith Wealth Planning
Illinois
$338K
NCM
2707
Novare Capital Management
North Carolina
$337K
BCM
2708
BTC Capital Management
Iowa
$337K
MIM
2709
MTM Investment Management
South Carolina
$337K
MWA
2710
Motive Wealth Advisors
Michigan
$337K
CFGSD
2711
Compass Financial Group (South Dakota)
South Dakota
$336K
PHWM
2712
Pine Harbor Wealth Management
Maryland
$336K
KFS
2713
Kelly Financial Services
Massachusetts
$335K
CWM
2714
Cranbrook Wealth Management
Michigan
$335K
TWM
2715
TCFG Wealth Management
California
$333K
AFS
2716
Access Financial Services
Minnesota
$333K
FZCM
2717
Flynn Zito Capital Management
New York
$333K
CIM
2718
Cambria Investment Management
California
$333K
CG
2719
Clarus Group
Texas
$333K
TPW
2720
Tiller Private Wealth
Pennsylvania
$332K
MPWS
2721
McCarter Private Wealth Services
Massachusetts
$332K
NWM
2722
Northwest Wealth Management
Iowa
$331K
MW
2723
Maia Wealth
Colorado
$330K
VCM
2724
Vision Capital Management
Oregon
$330K
OBWG
2725
Onyx Bridge Wealth Group
New York
$330K