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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
A
401
Allianz
Germany
$18.8M
BTW
402
Boston Trust Walden
Massachusetts
$18.6M
MMA
403
Miracle Mile Advisors
California
$18.6M
AI
404
Atria Investments
North Carolina
$18.5M
Rafferty Asset Management
405
Rafferty Asset Management
New York
$18.3M
OPERF
406
Oregon Public Employees Retirement Fund
Oregon
$18M
IAA
407
Independent Advisor Alliance
North Carolina
$17.9M
BAM
408
Burgundy Asset Management
Ontario, Canada
$17.7M
OC
409
Oppenheimer & Co
New York
$17.5M
KPWS
410
Kestra Private Wealth Services
Texas
$17.5M
AWM
411
Absher Wealth Management
North Carolina
$17.1M
CL
412
Choreo LLC
Illinois
$17.1M
SCM
413
Sone Capital Management
New York
$17M
CA
414
Callahan Advisors
Texas
$17M
HPG
415
Harvest Portfolios Group
Ontario, Canada
$17M
NIM
416
NEOS Investment Management
Connecticut
$16.9M
KWM
417
Kingsview Wealth Management
Oregon
$16.9M
USCWA
418
U.S. Capital Wealth Advisors
Texas
$16.9M
PWM
419
Perigon Wealth Management
California
$16.7M
AIM
420
Achmea Investment Management
Netherlands
$16.6M
BFS
421
Bard Financial Services
Connecticut
$16.6M
AF
422
Allworth Financial
California
$16.5M
TRSOTSOK
423
Teachers Retirement System of the State of Kentucky
Kentucky
$16.4M
AHB
424
Abner Herrman & Brock
New Jersey
$16.4M
CP
425
CenterBook Partners
Connecticut
$16.4M