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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
BBWA
1051
Bell & Brown Wealth Advisors
California
$3.13M
OBWP
1052
O'Brien Wealth Partners
Massachusetts
$3.13M
FAM
1053
Formidable Asset Management
Ohio
$3.13M
CA
1054
CGN Advisors
Kansas
$3.12M
FFWA
1055
FRG Family Wealth Advisors
Washington
$3.12M
FNBTCON
1056
First National Bank & Trust Co of Newtown
Pennsylvania
$3.11M
RMAM
1057
Raab & Moskowitz Asset Management
New Jersey
$3.1M
SF
1058
Symphony Financial
Texas
$3.1M
SL
1059
Salomon & Ludwin
Virginia
$3.1M
EWA
1060
Exencial Wealth Advisors
Oklahoma
$3.1M
GL
1061
Graypoint LLC
New York
$3.09M
CIA
1062
Citadel Investment Advisory
Ohio
$3.08M
IC
1063
Inscription Capital
Texas
$3.06M
GLA
1064
Great Lakes Advisors
Illinois
$3.06M
KCPG
1065
Kavar Capital Partners Group
Kansas
$3.05M
BSA
1066
Braun Stacey Associates
New York
$3.05M
RLH
1067
RD Lewis Holdings
Florida
$3.05M
CWM
1068
Chesapeake Wealth Management
Virginia
$3.04M
CP
1069
Cumberland Partners
Ontario, Canada
$3.04M
PIM
1070
Penobscot Investment Management
Massachusetts
$3.03M
ISB
1071
Iowa State Bank
Iowa
$3.03M
AIP
1072
Ameritas Investment Partners
Nebraska
$3.03M
SQA
1073
Simon Quick Advisors
New Jersey
$3.03M
TW
1074
TritonPoint Wealth
Maryland
$3.02M
ACP
1075
Aviance Capital Partners
Florida
$3.02M