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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
IAG
2776
Investmark Advisory Group
Connecticut
$313K
CTWM
2777
Cherry Tree Wealth Management
Minnesota
$313K
ALC
2778
Alexander Labrunerie & Co
Missouri
$313K
HI
2779
Hoey Investments
Pennsylvania
$312K
SFC
2780
Strategic Financial Concepts
Texas
$311K
JWM
2781
Jessup Wealth Management
Ohio
$311K
MWP
2782
Madison Wealth Partners
Wisconsin
$311K
RIM
2783
Rockbridge Investment Management
New York
$311K
SRC
2784
Sage Rhino Capital
California
$311K
WAM
2785
Walker Asset Management
Missouri
$310K
ACM
2786
AUA Capital Management
Pennsylvania
$309K
Loomis, Sayles & Company
2787
Loomis, Sayles & Company
Massachusetts
$309K
RBWA
2788
RFG - Bristol Wealth Advisors
Massachusetts
$308K
TIM
2789
Tortoise Investment Management
New York
$307K
CWM
2790
Cabot Wealth Management
Massachusetts
$307K
FNC
2791
First National Corp
Massachusetts
$307K
PCM
2792
Presidio Capital Management
California
$306K
FA
2793
Fagan Associates
New York
$306K
AWM
2794
Allen Wealth Management
North Carolina
$306K
NOI
2795
Newton One Investments
Delaware
$306K
BGAI
2796
Bruce G. Allen Investments
Colorado
$306K
OPA
2797
Old Port Advisors
Maine
$306K
MC
2798
Mirabaud & Cie
Switzerland
$305K
RIA
2799
Realta Investment Advisors
Delaware
$305K
RFA
2800
RTD Financial Advisors
Pennsylvania
$305K