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McDonald's

3,353 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,346 increasing their positions, 1,361 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,353
Holders Change
-18
Holders Change %
-0.53%
% of All Funds
44.95%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
176
Increased
1,346
Reduced
1,361
Closed
130
Calls
$2.63B
Puts
$2.64B
Net Calls
-$3.88M
Net Calls Change
-$254M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
2851
Tripletail Wealth Management
Florida
$276K +$276K +907 New
BCMLT
2852
Beacon Capital Management LLC (Tennessee)
Tennessee
$276K +$11.4K +39 +4%
1NWS
2853
1 North Wealth Services
Maryland
$275K
AWM
2854
Austin Wealth Management
Texas
$275K -$51K -170 -16%
NF
2855
NavPoint Financial
Minnesota
$274K
SC
2856
Sykon Capital
New York
$274K +$14.6K +50 +6%
GSIS
2857
Global Strategic Investment Solutions
Arizona
$273K -$876 -3 -0.3%
FIA
2858
FNY Investment Advisers
New York
$273K +$273K +936 New
PG
2859
Patten Group
Tennessee
$273K -$1.17K -4 -0.4%
GHAM
2860
Gilman Hill Asset Management
Connecticut
$273K -$43.8K -150 -14%
HNW
2861
High Note Wealth
Minnesota
$272K -$4.09K -14 -1%
OWA
2862
One Wealth Advisors
California
$272K
PRI
2863
Prepared Retirement Institute
Pennsylvania
$272K -$112K -383 -29%
GSWA
2864
Good Steward Wealth Advisors
Tennessee
$271K -$96.1K -329 -26%
SIM
2865
Synergy Investment Management
Florida
$271K
COI
2866
Connable Office Inc
Michigan
$271K +$271K +928 New
CM
2867
Cercano Management
Washington
$271K
JF
2868
JSF Financial
California
$271K +$74.5K +255 +38%
SWA
2869
Safir Wealth Advisors
New Hampshire
$270K
VC
2870
Vicus Capital
Pennsylvania
$269K +$79.2K +271 +42%
RIM
2871
Redwood Investment Management
Arizona
$269K -$173K -592 -39%
RCP
2872
Rothschild Capital Partners
New York
$269K
1WM
2873
1858 Wealth Management
Ohio
$269K -$4.97K -17 -2%
BPFA
2874
Barnes Pettey Financial Advisors
Mississippi
$269K
OPTFSNA
2875
Old Point Trust & Financial Services N A
Virginia
$268K -$13.4K -46 -5%