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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
AA
1326
ABC Arbitrage
France
$2.05M
CCM
1327
Cullen Capital Management
New York
$2.05M
AAM
1328
AR Asset Management
California
$2.04M
SAA
1329
Southeast Asset Advisors
Georgia
$2.04M
LI
1330
LRI Investments
Florida
$2.04M
BP
1331
BBR Partners
New York
$2.04M
SWM
1332
Spire Wealth Management
Virginia
$2.04M
SFG
1333
SevenBridge Financial Group
Pennsylvania
$2.04M
AWE
1334
Avidian Wealth Enterprises
Texas
$2.04M
1C
1335
111 Capital
France
$2.04M
PBC
1336
Pavion Blue Capital
California
$2.03M
FCA
1337
Fortis Capital Advisors
Kansas
$2.03M
AAIM
1338
Asset Advisors Investment Management
Georgia
$2.02M
EAM
1339
Empirical Asset Management
Massachusetts
$2.01M
RDWM
1340
Red Door Wealth Management
Tennessee
$2.01M
TCM
1341
Traynor Capital Management
Pennsylvania
$2.01M
RE
1342
Rydar Equities
Texas
$2.01M
3IP
1343
3Chopt Investment Partners
Virginia
$2M
EFA
1344
Evernest Financial Advisors
Indiana
$2M
SCM
1345
Shelton Capital Management
Colorado
$2M
VBCG
1346
Valley Brook Capital Group
Pennsylvania
$1.99M
FWM
1347
Forefront Wealth Management
Pennsylvania
$1.99M
PFBT
1348
Parkside Financial Bank & Trust
Missouri
$1.98M
EWM
1349
EPG Wealth Management
Georgia
$1.98M
SW
1350
SkyOak Wealth
Michigan
$1.98M