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McDonald's

3,389 hedge funds and large institutions have $153B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,360 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: 1,360 | Existing positions reduced: 1,371

6% less capital invested

Capital invested by funds: $163B → $153B (-$10.3B)

29% less funds holding in top 10

Funds holding in top 10: 6244 (-18)

Holders
3,389
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
PCG
776
Prosperity Consulting Group
Maryland
$5.64M
LCM
777
Liberty Capital Management
Michigan
$5.63M
AIM
778
Allen Investment Management
New York
$5.62M
LWP
779
LMG Wealth Partners
Louisiana
$5.57M
CC
780
Chicago Capital
Illinois
$5.55M
MSR
781
Main Street Research
Connecticut
$5.54M
BP
782
Ballentine Partners
Massachusetts
$5.52M
HCM
783
Hollencrest Capital Management
California
$5.49M
SCM
784
Spring Capital Management
Texas
$5.47M
APP
785
Avantax Planning Partners
Iowa
$5.46M
MOS
786
MGO One Seven
Ohio
$5.44M
TSMHT
787
Thurston Springer Miller Herd & Titak
Indiana
$5.4M
NGA
788
Naples Global Advisors
Florida
$5.39M
FSA
789
Franklin Street Advisors
North Carolina
$5.39M
NSIM
790
North Star Investment Management
Illinois
$5.37M
ST
791
Somerset Trust
Pennsylvania
$5.35M
OAM
792
Oak Asset Management
California
$5.34M
BCP
793
Blue Chip Partners
Michigan
$5.34M
M
794
MOTCO
Texas
$5.33M
WWM
795
Western Wealth Management
Colorado
$5.32M
RWM
796
Revisor Wealth Management
Ohio
$5.32M
BAM
797
Belpointe Asset Management
Nevada
$5.31M
IWA
798
Icon Wealth Advisors
Texas
$5.31M
Westfield Capital Management
799
Westfield Capital Management
Massachusetts
$5.3M
TRCT
800
Tower Research Capital (TRC)
New York
$5.3M