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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
HWM
3351
Horizons Wealth Management
North Carolina
$8.18K
NMG
3352
New Millennium Group
Utah
$7.6K
SR
3353
Syntax Research
Florida
$7.3K
RTL
3354
Red Tortoise LLC
Georgia
$7.02K
SC
3355
Steph & Co
Wisconsin
$7.01K
BHWM
3356
Bay Harbor Wealth Management
Maryland
$7.01K
SMFG
3357
Sumitomo Mitsui Financial Group
Japan
$6.71K
MWA
3358
Moser Wealth Advisors
Washington
$6.43K
CWM
3359
Cedar Wealth Management
California
$6.35K
SFCL
3360
Strengthening Families & Communities LLC
Massachusetts
$6.25K
GK
3361
Graney & King
New York
$6.21K
BWM
3362
Bernard Wealth Management
Michigan
$5.84K
PC
3363
Promus Capital
Illinois
$5.26K
TFG
3364
Team Financial Group
California
$5.09K
KHC
3365
Koesten Hirschmann & Crabtree
Kansas
$4.87K
MFG
3366
Mendota Financial Group
Wisconsin
$4.67K
IMC
3367
Investment Management Corporation
Virginia
$4.38K
CW
3368
Curio Wealth
Maryland
$4.38K
PPA
3369
Painted Porch Advisors
California
$4.11K
QWM
3370
Quaker Wealth Management
New Jersey
$4.09K
WA
3371
WestEnd Advisors
North Carolina
$4.09K
PS
3372
PayPay Securities
Japan
$4.09K
HFM
3373
Harvest Fund Management
China
$4K
HC
3374
Hoese & Co
Minnesota
$3.8K
AS
3375
Altshuler Shaham
Israel
$3.8K