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McDonald's

3,390 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, 1,361 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: 1,361 | 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
3,390
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
NSEDCP
851
NJ State Employees Deferred Compensation Plan
New Jersey
$4.82M
DWM
852
Diversify Wealth Management
Utah
$4.82M
AG
853
Ascent Group
Virginia
$4.8M
FPB
854
First PREMIER Bank
South Dakota
$4.8M
SC
855
Soundwatch Capital
Connecticut
$4.8M
DIM
856
DLK Investment Management
California
$4.75M
BHWM
857
Bar Harbor Wealth Management
New Hampshire
$4.72M
SNPAM
858
St. Nicholas Private Asset Management
Florida
$4.69M
OCAM
859
Onex Canada Asset Management
Ontario, Canada
$4.69M
PA
860
Parallel Advisors
California
$4.67M
GCA
861
Greenwood Capital Associates
South Carolina
$4.65M
MSA
862
MUFG Securities Americas
New York
$4.63M
SW
863
SlateStone Wealth
Florida
$4.58M
DJSG
864
D.J. St. Germain
Massachusetts
$4.57M
O
865
Ossiam
France
$4.57M
CTA
866
Colonial Trust Advisors
South Carolina
$4.57M
PMG
867
Private Management Group
California
$4.56M
HSA
868
HBK Sorce Advisory
Pennsylvania
$4.56M
PRS
869
Pinkerton Retirement Specialists
Idaho
$4.56M
CCM
870
Consolidated Capital Management
California
$4.55M
PCM
871
Parsons Capital Management
Rhode Island
$4.52M
CCM
872
Cobler Capital Management
Kansas
$4.5M
DWT
873
Dorsey & Whitney Trust
South Dakota
$4.5M
TW
874
Trajan Wealth
Arizona
$4.48M
PCA
875
Pallas Capital Advisors
Massachusetts
$4.47M