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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
CT
976
Coastline Trust
Rhode Island
$3.63M
RA
977
RFG Advisory
Alabama
$3.61M
RHIG
978
R.H. Investment Group
Arizona
$3.6M
VCA
979
Verdence Capital Advisors
Maryland
$3.59M
DCM
980
Delta Capital Management
New Jersey
$3.59M
QC
981
Quadrature Capital
United Kingdom
$3.59M
SWM
982
Sterling Wealth Management
Illinois
$3.58M
JSC
983
J. Stern & Co
United Kingdom
$3.57M
JWCA
984
J.W. Coons Advisors
Ohio
$3.56M
CA
985
CoreCap Advisors
Michigan
$3.55M
PFA
986
Pathway Financial Advisers
Indiana
$3.54M
GL
987
GHE LLC
Tennessee
$3.53M
WEG
988
World Equity Group
Illinois
$3.52M
VAS
989
Valicenti Advisory Services
New York
$3.52M
DA
990
DCM Advisors
New York
$3.51M
AC
991
Apella Capital
Connecticut
$3.51M
BHPW
992
Beverly Hills Private Wealth
California
$3.5M
LWA
993
Lineweaver Wealth Advisors
Ohio
$3.49M
NF
994
Nikulski Financial
Iowa
$3.49M
HCM
995
Hall Capital Management
Rhode Island
$3.49M
RFG
996
Range Financial Group
Oregon
$3.47M
MWM
997
MOKAN Wealth Management
Kansas
$3.47M
CAM
998
Carret Asset Management
New York
$3.46M
RIG
999
RiverFront Investment Group
Virginia
$3.46M
KC
1000
Kinloch Capital
Virginia
$3.46M