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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
SIM
3126
Studio Investment Management
Illinois
$205K
RSWA
3127
Robinson Smith Wealth Advisors
Maine
$205K
CF
3128
Clarity Financial
Texas
$205K
KFA
3129
Krane Funds Advisors
New York
$205K
MWM
3130
Manske Wealth Management
Texas
$205K
FFG
3131
Fortress Financial Group
Minnesota
$205K
WIM
3132
Waverton Investment Management
United Kingdom
$205K
FC
3133
Financial Council
Maryland
$205K
AIM
3134
Access Investment Management
Georgia
$205K
CB
3135
Chris Bulman
California
$204K
SLWA
3136
San Luis Wealth Advisors
California
$204K
AC
3137
ASB Consultores
Florida
$204K
WMN
3138
Wealth Management Nebraska
Nebraska
$204K
MFC
3139
Morris Financial Concepts
South Carolina
$203K
NL
3140
NWAM LLC
Washington
$203K
MWM
3141
Mascoma Wealth Management
New Hampshire
$203K
PFM
3142
Patton Fund Management
Texas
$203K
FF
3143
Fortitude Financial
Washington
$203K
PCM
3144
Prelude Capital Management
New York
$202K
NAMM
3145
NorthStar Asset Management (Massachusetts)
Massachusetts
$202K
YCG
3146
Yeomans Consulting Group
Georgia
$202K
SGC
3147
Slocum, Gordon & Co
Rhode Island
$201K
GWA
3148
Gibson Wealth Advisors
Texas
$201K
HBW
3149
Hazlett, Burt & Watson
West Virginia
$198K
RWM
3150
Rialto Wealth Management
New York
$197K