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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
LWMI
3326
Legacy Wealth Management (Idaho)
Idaho
$24.8K
LIS
3327
Legacy Investment Solutions
Idaho
$24.8K
DRP
3328
Decker Retirement Planning
Utah
$24.8K
PP
3329
PFS Partners
New Jersey
$23.5K
FFWM
3330
Future Financial Wealth Management
Ohio
$20.6K
CFP
3331
Comprehensive Financial Planning
Pennsylvania
$20.2K
BIM
3332
Breakwater Investment Management
Washington
$18.7K
CI
3333
Clal Insurance
Israel
$18K
CWIG
3334
Chung Wu Investment Group
Texas
$17.5K
VWA
3335
Valued Wealth Advisors
Utah
$17.3K
BMC
3336
Bear Mountain Capital
Washington
$17.2K
PCM
3337
Penserra Capital Management
California
$17K
KFP
3338
Keener Financial Planning
Texas
$17K
MAS
3339
MPWM Advisory Solutions
Georgia
$15.8K
MHIP
3340
Mountain Hill Investment Partners
New Jersey
$15.8K
SHM
3341
Sagard Holdings Management
Ontario, Canada
$15.5K
DEM
3342
Disciplined Equity Management
Florida
$14.9K
FW
3343
Fairway Wealth
Ohio
$14.6K
PCM
3344
Perritt Capital Management
Illinois
$13.8K
BFS
3345
Bare Financial Services
Pennsylvania
$12.9K
WCM
3346
WealthTrak Capital Management
Virginia
$12.3K
CWA
3347
Carolina Wealth Advisors
South Carolina
$12K
1IA
3348
1620 Investment Advisors
Massachusetts
$9.64K
JFG
3349
JDM Financial Group
Texas
$9.64K
EPW
3350
Evergreen Private Wealth
Colorado
$9.35K