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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
PGAM
3076
Princeton Global Asset Management
New Jersey
$219K
AA
3077
Apriem Advisors
California
$218K
MC
3078
Middleton & Co
Massachusetts
$218K
FSA
3079
Fort Sheridan Advisors
Illinois
$218K
PWAC
3080
Private Wealth Advisors (California)
California
$217K
CIG
3081
Cascade Investment Group
Colorado
$217K
EPW
3082
Endeavor Private Wealth
Kansas
$217K
SWP
3083
Summit Wealth Partners
Florida
$217K
LRWA
3084
Long Run Wealth Advisors
New York
$216K
MBI
3085
May Barnhard Investments
Maryland
$216K
FH
3086
Financial Harvest
Florida
$216K
CWA
3087
Cornerstone Wealth Advisors
Minnesota
$216K
DC
3088
Diametric Capital
Massachusetts
$216K
REMPR
3089
Roof Eidam Maycock Peralta (REMP)
California
$215K
SSWG
3090
Seven Springs Wealth Group
Tennessee
$215K
FSG
3091
Financial Strategies Group
Michigan
$215K
BCPWM
3092
Bradley & Co Private Wealth Management
Florida
$214K
MCA
3093
Magnolia Capital Advisors
Mississippi
$214K
LFS
3094
Legacy Financial Strategies
Kansas
$214K
LGA
3095
Lebenthal Global Advisors
New York
$214K
SPFA
3096
Summit Place Financial Advisors
New Jersey
$214K
TC
3097
Truvestments Capital
Florida
$212K
SWIM
3098
Smallwood Wealth Investment Management
New Jersey
$212K
KW
3099
Keyvantage Wealth
Pennsylvania
$212K
TCM
3100
Tandem Capital Management
New Jersey
$212K