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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
WE
3001
Wealth Effects
Massachusetts
$238K
SCA
3002
St. Clair Advisors
Ohio
$238K
FWM
3003
Focused Wealth Management
New York
$238K
CWA
3004
Continuum Wealth Advisors
New York
$238K
FPW
3005
Flywheel Private Wealth
California
$238K
MGAM
3006
McGowan Group Asset Management
Texas
$237K
EWM
3007
Elevatus Welath Management
New York
$236K
NQWM
3008
Northwest Quadrant Wealth Management
Oregon
$236K
IWN
3009
Independent Wealth Network
Iowa
$236K
HAM
3010
Hickory Asset Management
Ohio
$236K
MCM
3011
Mendel Capital Management
Arkansas
$236K
MWM
3012
MorganRosel Wealth Management
Colorado
$235K
AWM
3013
Adams Wealth Management
Utah
$235K
CI
3014
CacheTech Inc
Utah
$235K
CNWM
3015
Clay Northam Wealth Management
California
$235K
GFG
3016
Greenbush Financial Group
New York
$235K
WCG
3017
Weaver Consulting Group
California
$234K
NCTC
3018
New Covenant Trust Company
Indiana
$234K
WIM
3019
Wittenberg Investment Management
Massachusetts
$234K
LWA
3020
Ledgewood Wealth Advisors
New Hampshire
$234K
SCM
3021
Saxony Capital Management
Missouri
$233K
SSI
3022
Scott & Selber Inc
Texas
$233K
DW30
3023
Drucker Wealth 3.0
New Jersey
$233K
KLWA
3024
Kelly Lawrence W & Associates
California
$233K
DL
3025
DOHJ LLC
Washington
$233K