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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
CIA
2951
Cape Investment Advisory
Georgia
$253K
OWA
2952
Octavia Wealth Advisors
Ohio
$252K
SIM
2953
SSI Investment Management
California
$252K
MPM
2954
MBB Public Markets
Illinois
$251K
OIC
2955
Orion Investment Company
Missouri
$251K
CIP
2956
Convergence Investment Partners
Florida
$251K
CA
2957
Cambridge Advisors
Nebraska
$251K
SFPG
2958
Stonebridge Financial Planning Group
Florida
$251K
JF
2959
Joule Financial
Kentucky
$250K
EGWAG
2960
Elwood & Goetz Wealth Advisory Group
Georgia
$250K
SC
2961
Solstein Capital
California
$249K
OAM
2962
Oberweis Asset Management
Illinois
$249K
SA
2963
Stewardship Advisors
Pennsylvania
$247K
LF
2964
Lee Financial
Texas
$247K
GF
2965
Gries Financial
Ohio
$246K
SHWM
2966
Smith & Howard Wealth Management
Georgia
$246K
AW
2967
Avion Wealth
Texas
$246K
OL
2968
one8zero8 LLC
North Carolina
$245K
QFA
2969
Quantum Financial Advisors
California
$245K
SWMG
2970
Signature Wealth Management Group
Georgia
$245K
IWP
2971
Innova Wealth Partners
Pennsylvania
$244K
RWM
2972
RBA Wealth Management
California
$244K
C
2973
Covestor
United Kingdom
$244K
AMG
2974
Asset Management Group
Connecticut
$243K
FPTW
2975
Franklin, Parlapiano, Turner & Welch
Texas
$243K