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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
TG
926
TCW Group
California
$3.93M
HIC
927
Holderness Investments Company
North Carolina
$3.93M
SM
928
Sciencast Management
New Jersey
$3.92M
JF
929
Jericho Financial
Ohio
$3.92M
UF
930
Univest Financial
Pennsylvania
$3.91M
AC
931
AlpenGlobal Capital
California
$3.91M
TPCW
932
TD Private Client Wealth
New York
$3.9M
BL
933
BFSG LLC
California
$3.9M
SAM
934
Shell Asset Management
Netherlands
$3.88M
MDCM
935
Morgan Dempsey Capital Management
Wisconsin
$3.86M
CIM
936
CIM Investment Management
Pennsylvania
$3.85M
API
937
Asset Planning Inc
California
$3.84M
CB
938
Community Bank
New York
$3.84M
GWMIA
939
Global Wealth Management Investment Advisory
Florida
$3.83M
BRWA
940
B. Riley Wealth Advisors
Florida
$3.83M
ADL
941
Asset Dedication LLC
California
$3.83M
SCM
942
Silvant Capital Management
Georgia
$3.82M
VNA
943
Valley National Advisers
Pennsylvania
$3.81M
EGA
944
Eagle Global Advisors
Texas
$3.8M
PBT
945
Pictet Bank & Trust
Bahamas
$3.8M
BB
946
Bell Bank
North Dakota
$3.79M
OHWP
947
Oak Harbor Wealth Partners
North Carolina
$3.79M
SCM
948
Schnieders Capital Management
California
$3.78M
HVP
949
Hudson Value Partners
Florida
$3.78M
DAS
950
Diversify Advisory Services
Utah
$3.78M