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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
CWMS
2801
Cannon Wealth Management Services
North Carolina
$305K
LWM
2802
LeConte Wealth Management
Tennessee
$305K
VFP
2803
Verus Financial Partners
Virginia
$305K
PWM
2804
Partners Wealth Management
California
$304K
OC
2805
Opinicus Capital
Florida
$303K
FS
2806
Financial Symmetry
North Carolina
$303K
LWM
2807
Level Wealth Management
North Carolina
$301K
KL
2808
KWMG LLC
Kansas
$301K
DCM
2809
Dudley Capital Management
Virginia
$301K
4WM
2810
49 Wealth Management
Texas
$300K
CCA
2811
Cora Capital Advisors
New Jersey
$299K
AWG
2812
Altus Wealth Group
Colorado
$299K
CFG
2813
Carter Financial Group
Illinois
$299K
SCA
2814
Sulzberger Capital Advisors
Florida
$299K
PFA
2815
Pathway Financial Advisors
Vermont
$298K
WCWM
2816
Willow Creek Wealth Management
California
$298K
KFA
2817
Kapstone Financial Advisors
Ohio
$297K
CA
2818
Crumly & Associates
Illinois
$296K
AGP
2819
Aspire Growth Partners
Florida
$296K
BW
2820
Blalock Williams
Alabama
$295K
MGWA
2821
Monument Group Wealth Advisors
Massachusetts
$295K
GWAM
2822
Guardian Wealth Advisors (Minnesota)
Minnesota
$294K
XSC
2823
X-Square Capital
Puerto Rico
$294K
MAC
2824
Mason & Associates (California)
California
$294K
NAMNJ
2825
NorthStar Asset Management (New Jersey)
New Jersey
$293K