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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
WFA
3301
West Financial Advisors
Iowa
$36.5K
CCC
3302
Chelsea Counsel Company
California
$36.5K
PWA
3303
Provenance Wealth Advisors
Florida
$36.5K
BGC
3304
Beutel, Goodman & Co
Ontario, Canada
$36K
1M
3305
1248 Management
Missouri
$35.6K
MAWAG
3306
Mid-American Wealth Advisory Group
Missouri
$35.6K
SRCM
3307
Signature Resources Capital Management
California
$35.1K
AIA
3308
Arcadia Investment Advisors
Idaho
$33.9K
FLFS
3309
Family Legacy Financial Solutions
North Carolina
$32.4K
PPC
3310
Park Place Capital
Alabama
$32.1K
LFA
3311
Legend Financial Advisors
Pennsylvania
$31.9K
HHGA
3312
Halbert Hargrove Global Advisors
California
$31.8K
CIR
3313
Clear Investment Research
Georgia
$31.4K
CWM
3314
Copia Wealth Management
Oregon
$31K
NAAA
3315
New Age Alpha Advisors
New York
$29.5K
TCM
3316
Traub Capital Management
Massachusetts
$29.2K
FGC
3317
Financial Gravity Companies
Texas
$29.2K
GC
3318
GFG Capital
Florida
$28.6K
PG
3319
Proffitt & Goodson
Tennessee
$28K
KWM
3320
Kiker Wealth Management
Georgia
$27.9K
LIA
3321
Luken Investment Analytics
Tennessee
$26.9K
DWM
3322
Dogwood Wealth Management
Kansas
$26.7K
NWM
3323
Nova Wealth Management
Florida
$26.5K
HWM
3324
HighMark Wealth Management
Minnesota
$25.8K
HIA
3325
HFM Investment Advisors
New Jersey
$25.1K