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McDonald's

3,389 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, 1,360 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: 1,360 | 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
3,389
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
WWA
2751
Wingate Wealth Advisors
Massachusetts
$321K
SIA
2752
SGL Investment Advisors
Montana
$321K
MHC
2753
May Hill Capital
Massachusetts
$321K
AFG
2754
Arkansas Financial Group
Arkansas
$321K
AWM
2755
Accel Wealth Management
Iowa
$320K
NAG
2756
Northstar Advisory Group
New Jersey
$320K
WG
2757
Watchman Group
Texas
$320K
B
2758
Birchbrook
Maine
$320K
FBC
2759
Fairfield, Bush & Co
Connecticut
$320K
MFS
2760
Madrona Financial Services
Washington
$319K
BMA
2761
Brooks Moore & Associates
Tennessee
$319K
4WM
2762
4J Wealth Management
Virginia
$318K
LF
2763
LifeSteps Financial
California
$318K
LFA
2764
LifeGuide Financial Advisors
Pennsylvania
$317K
FAM
2765
Flaharty Asset Management
Florida
$317K
BC
2766
Belmont Capital
California
$317K
PA
2767
Parkside Advisors
California
$317K
MAA
2768
Matrix Asset Advisors
New York
$317K
SPAS
2769
Spectrum Planning & Advisory Services
California
$316K
HWM
2770
Hemington Wealth Management
Virginia
$316K
RMC
2771
Ring Mountain Capital
California
$316K
BWM
2772
BNC Wealth Management
Oregon
$316K
ITB
2773
Idaho Trust Bank
Idaho
$315K
CV
2774
Counterweight Ventures
North Carolina
$314K
AA
2775
Aufman Associates
Pennsylvania
$314K