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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
CWM
1076
Cornerstone Wealth Management
Missouri
$3.02M
GSEP
1077
Golden State Equity Partners
California
$3.02M
ECM
1078
Evergreen Capital Management
Washington
$2.99M
SIAG
1079
Signet Investment Advisory Group
Rhode Island
$2.99M
AAM
1080
Auxier Asset Management
Oregon
$2.99M
IIA
1081
ICW Investment Advisors
Arizona
$2.99M
GI
1082
GLOBALT Investments
Georgia
$2.98M
HWMO
1083
Heritage Wealth Management (Ohio)
Ohio
$2.98M
SIC
1084
Shoker Investment Counsel
Ohio
$2.97M
SIC
1085
SJS Investment Consulting
Ohio
$2.97M
SS
1086
Sunbelt Securities
Texas
$2.96M
RWM
1087
RKL Wealth Management
Pennsylvania
$2.96M
MFGM
1088
Marshall Financial Group (Maryland)
Maryland
$2.96M
NEAM
1089
New England Asset Management
Connecticut
$2.96M
DAC
1090
Dividend Assets Capital
South Carolina
$2.95M
MWM
1091
Modern Wealth Management
Kansas
$2.94M
DA
1092
Denali Advisors
California
$2.94M
WJWM
1093
Williams Jones Wealth Management
New York
$2.94M
WFS
1094
Widmann Financial Services
Maryland
$2.94M
AF
1095
AGP Franklin
Tennessee
$2.93M
FFM
1096
Forum Financial Management
Illinois
$2.93M
OPW
1097
Osprey Private Wealth
New York
$2.92M
SAMT
1098
Select Asset Management & Trust
Pennsylvania
$2.92M
CSP
1099
Cary Street Partners
Virginia
$2.92M
FUBT
1100
First United Bank & Trust
Maryland
$2.92M