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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
PS
876
Principal Securities
Iowa
$4.46M
AAM
877
Aureus Asset Management
Massachusetts
$4.4M
M
878
Murchinson
Ontario, Canada
$4.38M
SC
879
SouthState Corp
Florida
$4.36M
MAM
880
Mystic Asset Management
Rhode Island
$4.36M
RWM
881
Ritholtz Wealth Management
New York
$4.34M
ACM
882
AlphaStar Capital Management
North Carolina
$4.32M
IHL
883
Investment House LLC
California
$4.31M
PI
884
PFG Investments
New York
$4.3M
MIA
885
MMBG Investment Advisors
Florida
$4.28M
AIM
886
Anchor Investment Management
South Carolina
$4.28M
NHC
887
Nicholas Hoffman & Company
Georgia
$4.27M
PFG
888
Pinnacle Financial Group
Illinois
$4.27M
OIM
889
Opus Investment Management
Massachusetts
$4.27M
STA
890
Summit Trail Advisors
New York
$4.26M
TWM
891
TriaGen Wealth Management
California
$4.26M
ACM
892
Alta Capital Management
Utah
$4.26M
TTWM
893
TCV Trust & Wealth Management
Virginia
$4.25M
WC
894
Woodstock Corp
Massachusetts
$4.24M
GI
895
GAMMA Investing
California
$4.24M
MA
896
Mutual Advisors
Nebraska
$4.23M
MIM
897
Marco Investment Management
Georgia
$4.23M
JIP
898
Jaffetilchin Investment Partners
Florida
$4.23M
EW
899
Evexia Wealth
Wisconsin
$4.23M
PL
900
Parthenon LLC
Kentucky
$4.23M