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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
UAS
1226
United Asset Strategies
New York
$2.39M
CAM
1227
Cozad Asset Management
Illinois
$2.38M
MSFS
1228
Main Street Financial Solutions
Pennsylvania
$2.37M
UBG
1229
United Bank (Georgia)
Georgia
$2.37M
BC
1230
Broadwater Capital
Massachusetts
$2.36M
RBI
1231
Raiffeisen Bank International
Austria
$2.35M
VF
1232
Virtu Financial
New York
$2.35M
WC
1233
Waterloo Capital
Texas
$2.35M
KFI
1234
Key Financial Inc
Pennsylvania
$2.34M
KA
1235
Kovack Advisors
Florida
$2.34M
LSPW
1236
Lake Street Private Wealth
Illinois
$2.33M
FMWA
1237
Forvis Mazars Wealth Advisors
Missouri
$2.32M
CBT
1238
Central Bank & Trust
Kentucky
$2.32M
GAM
1239
Griffin Asset Management
New York
$2.32M
IAS
1240
Insigneo Advisory Services
Florida
$2.32M
TAM
1241
Tealwood Asset Management
Minnesota
$2.31M
BIM
1242
Baldwin Investment Management
Pennsylvania
$2.31M
ABTD
1243
Arvest Bank Trust Division
Oklahoma
$2.3M
USWG
1244
U.S. Wealth Group
New York
$2.3M
VCP
1245
Verus Capital Partners
Arizona
$2.29M
BHC
1246
Bowen Hanes & Co
Florida
$2.28M
VCM
1247
Voleon Capital Management
California
$2.28M
PFA
1248
Pure Financial Advisors
California
$2.28M
BFM
1249
Boothbay Fund Management
New York
$2.27M
MTC
1250
Matrix Trust Company
Colorado
$2.27M