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McDonald's

3,388 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,359 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: 1,359 | Existing positions reduced: 1,371

6% less capital invested

Capital invested by funds: $163B → $152B (-$10.4B)

29% less funds holding in top 10

Funds holding in top 10: 6244 (-18)

Holders
3,388
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
BFG
2901
Beacon Financial Group
Texas
$268K
RWS
2902
Resolute Wealth Strategies
Mississippi
$267K
FPW
2903
Flagship Private Wealth
Massachusetts
$267K
CWA
2904
Cura Wealth Advisors
Illinois
$266K
HIW
2905
Holos Integrated Wealth
Pennsylvania
$266K
WSWA
2906
Warren Street Wealth Advisors
California
$266K
CMBA
2907
C.M. Bidwell & Associates
Hawaii
$266K
PFS
2908
Prospect Financial Services
New York
$266K
EC
2909
EdgeRock Capital
Colorado
$265K
SFWA
2910
Summit Financial Wealth Advisors
Louisiana
$265K
BA
2911
Ballast Advisors
Minnesota
$265K
HS
2912
Horan Securities
United States
$265K
EFL
2913
ERn Financial LLC
Wisconsin
$264K
FCM
2914
Family Capital Management
Michigan
$264K
SPWM
2915
Spartan Planning & Wealth Management
North Carolina
$264K
FP
2916
Financial Perspectives
Minnesota
$264K
CM
2917
Capula Management
Cayman Islands
$264K
CCWM
2918
Correct Capital Wealth Management
Missouri
$264K
RPCA
2919
Running Point Capital Advisors
California
$263K
SRC
2920
Stone Run Capital
New York
$263K
FC
2921
Fairscale Capital
New Hampshire
$263K
TPW
2922
Transatlantique Private Wealth
New York
$263K
DF
2923
Dunhill Financial
United Kingdom
$262K
CAP
2924
Columbia Advisory Partners
Washington
$262K
GCM
2925
Gibraltar Capital Management
Oklahoma
$262K