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McDonald's

3,350 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,347 increasing their positions, 1,357 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,350
Holders Change
-21
Holders Change %
-0.62%
% of All Funds
44.97%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
176
Increased
1,347
Reduced
1,357
Closed
130
Calls
$2.63B
Puts
$2.64B
Net Calls
-$3.88M
Net Calls Change
-$254M
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
3301
Keener Financial Planning
Texas
$17K
MAS
3302
MPWM Advisory Solutions
Georgia
$15.8K -$25.4K -87 -62%
MHIP
3303
Mountain Hill Investment Partners
New Jersey
$15.8K
SHM
3304
Sagard Holdings Management
Ontario, Canada
$15.5K +$15.5K +53 New
DEM
3305
Disciplined Equity Management
Florida
$14.9K
FW
3306
Fairway Wealth
Ohio
$14.6K -$16.1K -55 -52%
PCM
3307
Perritt Capital Management
Illinois
$13.8K
BFS
3308
Bare Financial Services
Pennsylvania
$12.9K +$9.93K +34 +340%
WCM
3309
WealthTrak Capital Management
Virginia
$12.3K +$1.75K +6 +17%
CWA
3310
Carolina Wealth Advisors
South Carolina
$12K
JFG
3311
JDM Financial Group
Texas
$9.64K
1IA
3312
1620 Investment Advisors
Massachusetts
$9.64K
EPW
3313
Evergreen Private Wealth
Colorado
$9.35K +$3.51K +12 +60%
HWM
3314
Horizons Wealth Management
North Carolina
$8.18K
NMG
3315
New Millennium Group
Utah
$7.6K -$1.75K -6 -19%
SR
3316
Syntax Research
Florida
$7.31K
RTL
3317
Red Tortoise LLC
Georgia
$7.02K
SC
3318
Steph & Co
Wisconsin
$7.01K
BHWM
3319
Bay Harbor Wealth Management
Maryland
$7.01K +$3.21K +11 +85%
SMFG
3320
Sumitomo Mitsui Financial Group
Japan
$6.71K +$6.71K +23 New
MWA
3321
Moser Wealth Advisors
Washington
$6.43K
CWM
3322
Cedar Wealth Management
California
$6.35K +$6.35K +22 New
SFCL
3323
Strengthening Families & Communities LLC
Massachusetts
$6.25K -$112K -360 -95%
GK
3324
Graney & King
New York
$6.21K
BWM
3325
Bernard Wealth Management
Michigan
$5.84K -$7.31K -25 -56%