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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
KIA
3101
Knollwood Investment Advisory
Maryland
$212K
PIMG
3102
Patriot Investment Management Group
Tennessee
$210K
SCA
3103
Southern Capital Advisors
Tennessee
$210K
PA
3104
Planning Alternatives
Michigan
$210K
RPGNY
3105
Retirement Planning Group (New York)
New York
$209K
HIS
3106
Horizon Investment Services
Indiana
$209K
AFP
3107
Alpha Financial Partners
Kentucky
$209K
NPF
3108
Norris Perne & French
Michigan
$209K
SFA
3109
Seneca Financial Advisors
New York
$209K
GMFG
3110
Greater Midwest Financial Group
Minnesota
$209K
QFW
3111
QTR Family Wealth
Florida
$209K
CCIA
3112
Cherry Creek Investment Advisors
Colorado
$208K
PWP
3113
Parkwoods Wealth Partners
New York
$207K
BDPWM
3114
Barnes Dennig Private Wealth Management
Ohio
$207K
FFA
3115
Frazier Financial Advisors
Ohio
$207K
OWM
3116
OneAscent Wealth Management
Alabama
$207K
PPA
3117
Pacific Point Advisors
California
$207K
HCP
3118
Hardin Capital Partners
South Carolina
$207K
SRWM
3119
Shira Ridge Wealth Management
California
$207K
MM
3120
Meridian Management
Arkansas
$206K
GRQ
3121
Gardner Russo & Quinn
Pennsylvania
$206K
SIA
3122
Strategic Investment Advisors
Michigan
$206K
AG
3123
AmeriFlex Group
Nevada
$206K
SHFP
3124
Second Half Financial Partners
Florida
$206K
HW
3125
HORAN Wealth
Ohio
$206K