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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
PWP
1026
Private Wealth Partners
California
$3.26M
RA
1027
Ransom Advisory
Rhode Island
$3.26M
CC
1028
Courier Capital
New York
$3.26M
BJL
1029
Brighton Jones LLC
Washington
$3.25M
WBC
1030
West Branch Capital
Massachusetts
$3.25M
MFS
1031
Mattson Financial Services
Michigan
$3.25M
PBK
1032
Peoples Bank (Kansas)
Kansas
$3.24M
LG
1033
LaFleur & Godfrey
Michigan
$3.22M
CWS
1034
Confluence Wealth Services
Pennsylvania
$3.22M
JHCP
1035
Jackson Hole Capital Partners
Oklahoma
$3.21M
SLA
1036
Silver Lake Advisory
Utah
$3.21M
CA
1037
Claro Advisors
Massachusetts
$3.21M
MWA
1038
Midland Wealth Advisors
Illinois
$3.21M
RMCM
1039
Reynders McVeigh Capital Management
Massachusetts
$3.21M
CWM
1040
Collaborative Wealth Management
Florida
$3.2M
TNBTD
1041
Trustmark National Bank Trust Department
Mississippi
$3.2M
FPW
1042
Fairvoy Private Wealth
Alabama
$3.19M
CAM
1043
CPA Asset Management
Florida
$3.19M
PIM
1044
Provident Investment Management
Michigan
$3.18M
TFS
1045
Thoroughbred Financial Services
Tennessee
$3.18M
SP
1046
Stonebrook Private
Michigan
$3.18M
S
1047
SimplyRich
California
$3.17M
VSQM
1048
V-Square Quantitative Management
Illinois
$3.14M
AO
1049
Advisor OS
Illinois
$3.14M
KJWM
1050
Kiley Juergens Wealth Management
Washington
$3.14M