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McDonald's

3,354 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 177 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
3,354
Holders Change
-17
Holders Change %
-0.5%
% of All Funds
44.96%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
177
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 %
GIM
2926
Gold Investment Management
Alberta, Canada
$254K +$892 +3 +0.4%
BBW
2927
Blue Barn Wealth
Utah
$254K -$8.47K -29 -3%
BW
2928
Balance Wealth
Ohio
$253K -$877 -3 -0.3%
CIA
2929
Cape Investment Advisory
Georgia
$253K +$34.2K +117 +16%
OWA
2930
Octavia Wealth Advisors
Ohio
$252K -$27.8K -95 -10%
SIM
2931
SSI Investment Management
California
$252K -$170K -581 -40%
MPM
2932
MBB Public Markets
Illinois
$251K -$55.2K -189 -18%
OIC
2933
Orion Investment Company
Missouri
$251K
CIP
2934
Convergence Investment Partners
Florida
$251K -$15.2K -52 -6%
CA
2935
Cambridge Advisors
Nebraska
$251K -$14.6K -50 -6%
SFPG
2936
Stonebridge Financial Planning Group
Florida
$251K +$9.35K +32 +4%
JF
2937
Joule Financial
Kentucky
$250K +$1.46K +5 +0.6%
EGWAG
2938
Elwood & Goetz Wealth Advisory Group
Georgia
$250K -$5.26K -18 -2%
SC
2939
Solstein Capital
California
$249K +$32.7K +112 +15%
OAM
2940
Oberweis Asset Management
Illinois
$249K +$584 +2 +0.2%
SA
2941
Stewardship Advisors
Pennsylvania
$247K +$584 +2 +0.2%
LF
2942
Lee Financial
Texas
$247K -$6.43K -22 -3%
GF
2943
Gries Financial
Ohio
$246K -$33.3K -114 -12%
SHWM
2944
Smith & Howard Wealth Management
Georgia
$246K -$12.6K -43 -5%
AW
2945
Avion Wealth
Texas
$246K +$47K +161 +24%
OL
2946
one8zero8 LLC
North Carolina
$245K -$182K -622 -43%
QFA
2947
Quantum Financial Advisors
California
$245K -$78.6K -269 -24%
SWMG
2948
Signature Wealth Management Group
Georgia
$245K +$37.4K +128 +18%
IWP
2949
Innova Wealth Partners
Pennsylvania
$244K +$584 +2 +0.2%
RWM
2950
RBA Wealth Management
California
$244K -$1.75K -6 -0.7%