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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
EPIMS
476
Evelyn Partners Investment Management Services
$13.7M
IWC
477
Integrated Wealth Concepts
Massachusetts
$13.6M
KRS
478
Kentucky Retirement Systems
Kentucky
$13.5M
AssetMark Inc
479
AssetMark Inc
California
$13.3M
LGF
480
LGT Group Foundation
Liechtenstein
$13.2M
JWBC
481
J.W. Burns & Co
New York
$13.2M
RT
482
Rockland Trust
Massachusetts
$13M
GVAG
483
Great Valley Advisor Group
Delaware
$13M
BB
484
Busey Bank
Illinois
$12.9M
RCYC
485
Richard C. Young & Co
Rhode Island
$12.9M
CA
486
Clearstead Advisors
Ohio
$12.9M
MFIM
487
Mesirow Financial Investment Management
Illinois
$12.7M
VLKIM
488
Van Lanschot Kempen Investment Management
Netherlands
$12.7M
HIMCH
489
Hartford Investment Management Co (HIMCO)
Connecticut
$12.6M
DK
490
DJE Kapital
Germany
$12.6M
JG
491
Jain Global
New York
$12.6M
JC
492
Jacobs & Co
California
$12.5M
EWM
493
Evercore Wealth Management
New York
$12.4M
CNB
494
Camden National Bank
Maine
$12.4M
BIA
495
Biondo Investment Advisors
Pennsylvania
$12.4M
NC
496
NBW Capital
Massachusetts
$12.3M
LOAMS
497
Lombard Odier Asset Management (Switzerland)
Switzerland
$12.3M
IIM
498
Intact Investment Management
Quebec, Canada
$12.2M
GAM
499
Gotham Asset Management
New York
$12.2M
IP
500
Isthmus Partners
Wisconsin
$12.1M