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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
UCB
2926
United Community Bank
South Carolina
$261K
PAM
2927
Parvin Asset Management
South Dakota
$261K
GCM
2928
Graver Capital Management
Ohio
$261K
JAA
2929
Joel Adams & Associates
North Carolina
$261K
WAM
2930
Wolverine Asset Management
Illinois
$261K
SIA
2931
SeaBridge Investment Advisors
New Jersey
$260K
CPA
2932
Capital Planning Advisors
California
$260K
BC
2933
Barrett & Company
Rhode Island
$260K
PAS
2934
Point72 Asia (Singapore)
Singapore
$258K
GBWM
2935
Granite Bay Wealth Management
New Hampshire
$258K
CMP
2936
Courage Miller Partners
Virginia
$258K
NCM
2937
Nelson Capital Management
California
$257K
SGI
2938
Swan Global Investments
Colorado
$257K
AWA
2939
Aletheian Wealth Advisors
Washington
$256K
CTB
2940
Country Trust Bank
Illinois
$256K
RWI
2941
Red Wave Investments
Pennsylvania
$256K
LBC
2942
Leigh Baldwin & Co
New York
$255K
AWA
2943
AGH Wealth Advisors
Kansas
$255K
MAG
2944
MRA Advisory Group
New Jersey
$255K
AC
2945
AXQ Capital
New Jersey
$254K
MCM
2946
McDonough Capital Management
Florida
$254K
SWMP
2947
Signature Wealth Management Partners
New Jersey
$254K
GIM
2948
Gold Investment Management
Alberta, Canada
$254K
BBW
2949
Blue Barn Wealth
Utah
$254K
BW
2950
Balance Wealth
Ohio
$253K