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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
MAM
3226
Morse Asset Management
Connecticut
$102K
GPFA
3227
Game Plan Financial Advisors
Ohio
$102K
CFS
3228
CGC Financial Services
Oregon
$102K
WCM
3229
Westend Capital Management
California
$99K
AP
3230
Aspect Partners
Virginia
$98.5K
HIIFS
3231
Harel Insurance Investments & Financial Services
Israel
$98K
SO
3232
Sierra Ocean
California
$97.4K
OWA
3233
Opal Wealth Advisors
New York
$92.6K
CPG
3234
Cornerstone Planning Group
New Jersey
$91.6K
MSG
3235
Main Street Group
Virginia
$90.9K
CG
3236
Curat Global
New Hampshire
$90.6K
RPA
3237
Redwood Park Advisors
California
$89.7K
MS
3238
Marshall & Sullivan
Washington
$89.7K
MAM
3239
Meeder Asset Management
Ohio
$89.7K
RBC
3240
Roble Belko & Company
Pennsylvania
$88K
LC
3241
Luminist Capital
Michigan
$86.9K
SVCP
3242
Silicon Valley Capital Partners
California
$86.8K
BIA
3243
Bell Investment Advisors
California
$86.2K
FS
3244
Financially Speaking
Colorado
$85.3K
CWM
3245
Consultiva Wealth Management
Puerto Rico
$83.9K
BWAM
3246
Boyd Watterson Asset Management
Ohio
$83K
LAM
3247
Lummis Asset Management
Texas
$80.3K
FWM
3248
FSA Wealth Management
Massachusetts
$78.1K
DWS
3249
Dynamic Wealth Strategies
California
$78K
OAJ
3250
Ogorek Anthony Joseph
New York
$78K