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McDonald's

3,353 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 1,346 increasing their positions, 1,361 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,353
Holders Change
-18
Holders Change %
-0.53%
% of All Funds
44.95%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
176
Increased
1,346
Reduced
1,361
Closed
130
Calls
$2.63B
Puts
$2.64B
Net Calls
-$3.88M
Net Calls Change
-$254M
Name Holding Trade Value Shares
Change
Shares
Change %
MMA
401
Miracle Mile Advisors
California
$18.6M +$99.6K +341 +0.5%
AI
402
Atria Investments
North Carolina
$18.5M -$590K -2,018 -3%
Rafferty Asset Management
403
Rafferty Asset Management
New York
$18.3M +$3.3M +11,296 +22%
OPERF
404
Oregon Public Employees Retirement Fund
Oregon
$18M +$29.2K +100 +0.2%
IAA
405
Independent Advisor Alliance
North Carolina
$17.9M -$1.21M -4,156 -6%
BAM
406
Burgundy Asset Management
Ontario, Canada
$17.7M
OC
407
Oppenheimer & Co
New York
$17.5M -$125K -427 -0.7%
KPWS
408
Kestra Private Wealth Services
Texas
$17.5M -$553K -1,893 -3%
EPIMS
409
Evelyn Partners Investment Management Services
$17.3M +$17.1M +56,518 +8,017%
AWM
410
Absher Wealth Management
North Carolina
$17.1M -$1.65M -5,640 -9%
CL
411
Choreo LLC
Illinois
$17.1M +$279K +954 +2%
SCM
412
Sone Capital Management
New York
$17M +$17M +58,217 New
CA
413
Callahan Advisors
Texas
$17M -$609K -2,084 -3%
HPG
414
Harvest Portfolios Group
Ontario, Canada
$17M -$2.47M -8,441 -13%
NIM
415
NEOS Investment Management
Connecticut
$16.9M +$1.72M +5,886 +11%
KWM
416
Kingsview Wealth Management
Oregon
$16.9M -$674K -2,307 -4%
USCWA
417
U.S. Capital Wealth Advisors
Texas
$16.9M +$448K +1,533 +3%
PWM
418
Perigon Wealth Management
California
$16.7M -$1.05M -3,601 -6%
AIM
419
Achmea Investment Management
Netherlands
$16.6M +$12.6M +42,987 +312%
BFS
420
Bard Financial Services
Connecticut
$16.6M -$51.1K -175 -0.3%
AF
421
Allworth Financial
California
$16.5M +$3.08M +10,550 +23%
TRSOTSOK
422
Teachers Retirement System of the State of Kentucky
Kentucky
$16.4M -$8.32M -28,482 -34%
AHB
423
Abner Herrman & Brock
New Jersey
$16.4M -$150K -515 -0.9%
CP
424
CenterBook Partners
Connecticut
$16.4M +$16.4M +56,097 New
HAG
425
HighPoint Advisor Group
Illinois
$16.4M +$127K +433 +0.8%