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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
GI
276
Gradient Investments
Minnesota
$35.4M
EPIM
277
Evelyn Partners Investment Management
$35.3M
TC
278
TwinBeech Capital
New York
$35.3M
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$35M
LWCFA
280
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34.8M
URS
281
Utah Retirement Systems
Utah
$34.6M
Fiera Capital (Canada)
282
Fiera Capital (Canada)
Quebec, Canada
$34M
UIM
283
USS Investment Management
United Kingdom
$34M
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$33.9M
HWA
285
Heritage Wealth Advisors
Virginia
$33.6M
AAS
286
Avantax Advisory Services
Texas
$33.6M
Pathstone Holdings
287
Pathstone Holdings
New Jersey
$33.3M
X
288
Xponance
Pennsylvania
$33.1M
FDCDDQ
289
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.9M
BCIM
290
British Columbia Investment Management
British Columbia, Canada
$32.9M
CI
291
Conning Inc
Connecticut
$32.7M
WP
292
Woodline Partners
California
$32.7M
CAM
293
Cresset Asset Management
Illinois
$32.5M
RWP
294
RWA Wealth Partners
Massachusetts
$32.4M
BCM
295
Benchstone Capital Management
New York
$32M
PFSRSONJ
296
Police & Firemen's Retirement System of New Jersey
New Jersey
$31.7M
RC
297
RBO & Co
California
$31.6M
AA
298
Ancora Advisors
Ohio
$31.6M
NYLIM
299
New York Life Investment Management
New York
$31.4M
VMPIC
300
Varma Mutual Pension Insurance Co
Finland
$31.1M