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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
MHIP
3326
Mountain Hill Investment Partners
New Jersey
$15.8K
SHM
3327
Sagard Holdings Management
Ontario, Canada
$15.5K
DEM
3328
Disciplined Equity Management
Florida
$14.9K
FW
3329
Fairway Wealth
Ohio
$14.6K
PCM
3330
Perritt Capital Management
Illinois
$13.8K
BFS
3331
Bare Financial Services
Pennsylvania
$12.9K
WCM
3332
WealthTrak Capital Management
Virginia
$12.3K
CWA
3333
Carolina Wealth Advisors
South Carolina
$12K
1IA
3334
1620 Investment Advisors
Massachusetts
$9.64K
JFG
3335
JDM Financial Group
Texas
$9.64K
EPW
3336
Evergreen Private Wealth
Colorado
$9.35K
HWM
3337
Horizons Wealth Management
North Carolina
$8.18K
NMG
3338
New Millennium Group
Utah
$7.6K
SR
3339
Syntax Research
Florida
$7.3K
RTL
3340
Red Tortoise LLC
Georgia
$7.02K
SC
3341
Steph & Co
Wisconsin
$7.01K
BHWM
3342
Bay Harbor Wealth Management
Maryland
$7.01K
SMFG
3343
Sumitomo Mitsui Financial Group
Japan
$6.71K
MWA
3344
Moser Wealth Advisors
Washington
$6.43K
CWM
3345
Cedar Wealth Management
California
$6.35K
SFCL
3346
Strengthening Families & Communities LLC
Massachusetts
$6.25K
GK
3347
Graney & King
New York
$6.21K
BWM
3348
Bernard Wealth Management
Michigan
$5.84K
PC
3349
Promus Capital
Illinois
$5.26K
TFG
3350
Team Financial Group
California
$5.09K