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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
SPWG
2726
Sage Private Wealth Group
Illinois
$330K
GAM
2727
Gemmer Asset Management
California
$329K
WIM
2728
Westside Investment Management
California
$329K
CWS
2729
Cypress Wealth Services
California
$328K
PDL
2730
Portfolio Design Labs
California
$328K
HPBT
2731
Hickory Point Bank & Trust
Illinois
$327K
CWMGP
2732
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$326K
GAG
2733
Goodman Advisory Group
Massachusetts
$326K
EFP
2734
Elser Financial Planning
Indiana
$326K
PSF
2735
Pacific Sun Financial
California
$326K
DS
2736
DRW Securities
Illinois
$326K
AWM
2737
Aviso Wealth Management
Washington
$326K
BIA
2738
Bigelow Investment Advisors
Maine
$325K
CISOA
2739
Capital Investment Services of America
Wisconsin
$325K
SCM
2740
Sunbeam Capital Management
Georgia
$325K
IRC
2741
Investors Research Corp
Georgia
$324K
SW
2742
SMART Wealth
Nebraska
$324K
EGA
2743
E&G Advisors
Texas
$324K
TCM
2744
Teza Capital Management
Illinois
$323K
MIM
2745
Morningstar Investment Management
Illinois
$323K
ACA
2746
Aspire Capital Advisors
Washington
$323K
WFA
2747
Websterrogers Financial Advisors
South Carolina
$322K
BRWM
2748
Blue Rock Wealth Management
North Carolina
$322K
PCS
2749
Private Client Services
Kentucky
$321K
HCP
2750
Holt Capital Partners
Texas
$321K