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McDonald's

3,373 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 1,352 increasing their positions, 1,366 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less 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: 1,352 | Existing positions reduced: 1,366

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
3,373
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
NAAA
3301
New Age Alpha Advisors
New York
$29.5K
TCM
3302
Traub Capital Management
Massachusetts
$29.2K
FGC
3303
Financial Gravity Companies
Texas
$29.2K
GC
3304
GFG Capital
Florida
$28.6K
PG
3305
Proffitt & Goodson
Tennessee
$28K
KWM
3306
Kiker Wealth Management
Georgia
$27.9K
LIA
3307
Luken Investment Analytics
Tennessee
$26.9K
DWM
3308
Dogwood Wealth Management
Kansas
$26.7K
NWM
3309
Nova Wealth Management
Florida
$26.5K
HWM
3310
HighMark Wealth Management
Minnesota
$25.8K
HIA
3311
HFM Investment Advisors
New Jersey
$25.1K
LWMI
3312
Legacy Wealth Management (Idaho)
Idaho
$24.8K
LIS
3313
Legacy Investment Solutions
Idaho
$24.8K
DRP
3314
Decker Retirement Planning
Utah
$24.8K
PP
3315
PFS Partners
New Jersey
$23.5K
FFWM
3316
Future Financial Wealth Management
Ohio
$20.6K
CFP
3317
Comprehensive Financial Planning
Pennsylvania
$20.2K
BIM
3318
Breakwater Investment Management
Washington
$18.7K
CI
3319
Clal Insurance
Israel
$18K
CWIG
3320
Chung Wu Investment Group
Texas
$17.5K
VWA
3321
Valued Wealth Advisors
Utah
$17.3K
BMC
3322
Bear Mountain Capital
Washington
$17.2K
PCM
3323
Penserra Capital Management
California
$17K
KFP
3324
Keener Financial Planning
Texas
$17K
MAS
3325
MPWM Advisory Solutions
Georgia
$15.8K