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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
HA
2976
Hofer & Associates
California
$243K
O3W
2977
Omni 360 Wealth
New Jersey
$243K
LGW
2978
Leslie Global Wealth
Illinois
$243K
FFC
2979
Frederick Financial Consultants
Maryland
$243K
AFM
2980
Armstrong Fleming & Moore
District of Columbia
$243K
LSWP
2981
Liberty Square Wealth Partners
Pennsylvania
$242K
TWD
2982
True Wealth Design
Ohio
$242K
DWM
2983
DecisionMap Wealth Management
Virginia
$241K
CCA
2984
Conservest Capital Advisors
Pennsylvania
$241K
AMG
2985
Advisors Management Group
Wisconsin
$241K
TIM
2986
Thompson Investment Management
Wisconsin
$241K
NEPPG
2987
New England Professional Planning Group
Rhode Island
$241K
CQWA
2988
Chokshi & Queen Wealth Advisors
California
$241K
WAT
2989
Wealth Advisory Team
Kentucky
$240K
SWRP
2990
Summit Wealth & Retirement Planning
California
$240K
MLA
2991
MB, Levis & Associates
Pennsylvania
$240K
HWA
2992
HHM Wealth Advisors
Tennessee
$240K
HAFS
2993
Hapanowicz & Associates Financial Services
Pennsylvania
$240K
RFA
2994
ROI Financial Advisors
Oregon
$240K
KTM
2995
Keeler Thomas Management
Utah
$239K
WPW
2996
Watershed Private Wealth
Illinois
$239K
WWM
2997
Wagner Wealth Management
South Carolina
$239K
WAOI
2998
Wealth Advisors of Iowa
Iowa
$238K
PI
2999
Pachira Investments
California
$238K
AT
3000
Avalon Trust
New Mexico
$238K