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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
EHWM
1301
Eads & Heald Wealth Management
Georgia
$2.12M
PA
1302
Procyon Advisors
Connecticut
$2.12M
PI
1303
Pettee Investors
Connecticut
$2.11M
BFA
1304
Beacon Financial Advisory
Ohio
$2.11M
SFO
1305
Stokes Family Office
Louisiana
$2.11M
WA1
1306
Wimmer Associates 1
California
$2.11M
QP
1307
Quilter Plc
United Kingdom
$2.1M
WA
1308
Wealth Alliance
New York
$2.1M
EWA
1309
Etesian Wealth Advisors
Oregon
$2.1M
LA
1310
LVW Advisors
New York
$2.09M
TS
1311
Triglav Skladi
Slovenia
$2.09M
CAM
1312
Cypress Asset Management
Texas
$2.09M
PWP
1313
Precedent Wealth Partners
Texas
$2.09M
BFPW
1314
BOK Financial Private Wealth
Colorado
$2.08M
NFG
1315
Nadler Financial Group
Illinois
$2.08M
RWB
1316
RMR Wealth Builders
New Jersey
$2.08M
CBT
1317
CoreFirst Bank & Trust
Kansas
$2.08M
HWA
1318
Heartwood Wealth Advisors
Virginia
$2.07M
AFG
1319
Atomi Financial Group
New York
$2.07M
DAM
1320
Delta Asset Management
Tennessee
$2.07M
WP
1321
Wealthspan Partners
Iowa
$2.06M
WPW
1322
Waldron Private Wealth
Pennsylvania
$2.06M
FMB
1323
Field & Main Bank
Kentucky
$2.06M
CI
1324
Cigna Investments
Connecticut
$2.06M
SC
1325
Stolper & Co
Oklahoma
$2.05M