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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
BCV
601
Banque Cantonale Vaudoise
Switzerland
$8.62M
AFG
602
Albion Financial Group
Utah
$8.59M
LWL
603
Leo Wealth LLC
Texas
$8.5M
Wolverine Trading
604
Wolverine Trading
Illinois
$8.41M
CTA
605
Chesley Taft & Associates
Illinois
$8.41M
JFG
606
Jefferies Financial Group
New York
$8.39M
HH
607
Hilltop Holdings
Texas
$8.39M
MBTD
608
Mechanics Bank - Trust Department
California
$8.39M
PJSIMP
609
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.33M
TFA
610
Toth Financial Advisory
Virginia
$8.33M
LCM
611
Logan Capital Management
Pennsylvania
$8.24M
EDRH
612
Edmond de Rothschild Holding
Switzerland
$8.24M
FAM
613
Fred Alger Management
New York
$8.24M
UCFA
614
United Capital Financial Advisors
Texas
$8.2M
YIA
615
YHB Investment Advisors
Connecticut
$8.18M
CCWM
616
Cassaday & Co Wealth Management
Virginia
$8.17M
PI
617
PineBridge Investments
New York
$8.16M
MAM
618
Madison Asset Management
Wisconsin
$8.14M
LF
619
Longbow Finance
Switzerland
$8.14M
VFA
620
Valeo Financial Advisors
Indiana
$8.11M
KWMG
621
King Wealth Management Group
Florida
$8.11M
ACM
622
Aquatic Capital Management
Illinois
$8.02M
KB
623
Kimelman & Baird
New York
$7.98M
CWP
624
Cyndeo Wealth Partners
Florida
$7.98M
Luther King Capital Management (LKCM)
625
Luther King Capital Management (LKCM)
Texas
$7.98M