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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
BCMLT
2876
Beacon Capital Management LLC (Tennessee)
Tennessee
$276K
1NWS
2877
1 North Wealth Services
Maryland
$275K
AWM
2878
Austin Wealth Management
Texas
$275K
NF
2879
NavPoint Financial
Minnesota
$274K
SC
2880
Sykon Capital
New York
$274K
GSIS
2881
Global Strategic Investment Solutions
Arizona
$273K
FIA
2882
FNY Investment Advisers
New York
$273K
PG
2883
Patten Group
Tennessee
$273K
GHAM
2884
Gilman Hill Asset Management
Connecticut
$273K
HNW
2885
High Note Wealth
Minnesota
$272K
OWA
2886
One Wealth Advisors
California
$272K
PRI
2887
Prepared Retirement Institute
Pennsylvania
$272K
GSWA
2888
Good Steward Wealth Advisors
Tennessee
$271K
SIM
2889
Synergy Investment Management
Florida
$271K
COI
2890
Connable Office Inc
Michigan
$271K
CM
2891
Cercano Management
Washington
$271K
JF
2892
JSF Financial
California
$271K
SWA
2893
Safir Wealth Advisors
New Hampshire
$270K
VC
2894
Vicus Capital
Pennsylvania
$269K
RIM
2895
Redwood Investment Management
Arizona
$269K
RCP
2896
Rothschild Capital Partners
New York
$269K
1WM
2897
1858 Wealth Management
Ohio
$269K
BPFA
2898
Barnes Pettey Financial Advisors
Mississippi
$269K
OPTFSNA
2899
Old Point Trust & Financial Services N A
Virginia
$268K
ECM
2900
Estabrook Capital Management
New York
$268K