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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
CGIM
1276
Capital Group Investment Management
Singapore
$2.19M
WPC
1277
Wedmont Private Capital
Pennsylvania
$2.18M
EBT
1278
Enterprise Bank & Trust
Massachusetts
$2.18M
EFM
1279
E Fund Management
China
$2.17M
JWM
1280
JGP Wealth Management
Oregon
$2.17M
JC
1281
JB Capital
Connecticut
$2.17M
PHK
1282
Point72 Hong Kong
Hong Kong
$2.16M
BBI
1283
Baxter Bros Inc
Connecticut
$2.16M
ECA
1284
Elevate Capital Advisors
Colorado
$2.16M
NAS
1285
Nicolet Advisory Services
Wisconsin
$2.16M
PHS
1286
Pekin Hardy Strauss
Illinois
$2.15M
AWAG
1287
ARS Wealth Advisors Group
Florida
$2.14M
CS
1288
Cannell & Spears
New York
$2.14M
CWP
1289
Concord Wealth Partners
Virginia
$2.14M
CAMV
1290
Concord Asset Management (Virginia)
Virginia
$2.14M
RCG
1291
Regatta Capital Group
California
$2.13M
OWP
1292
Obermeyer Wealth Partners
Colorado
$2.13M
BA
1293
Bridgewater Advisors
New York
$2.13M
AWM
1294
Accurate Wealth Management
Florida
$2.13M
JGIA
1295
Jackson Grant Investment Advisers
Connecticut
$2.13M
ST
1296
Sentinel Trust
Texas
$2.13M
ORG
1297
Optimist Retirement Group
Washington
$2.12M
JWA
1298
JFS Wealth Advisors
Pennsylvania
$2.12M
ADMI
1299
Albert D. Mason Inc
Massachusetts
$2.12M
TA
1300
TruWealth Advisors
Louisiana
$2.12M