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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
CCAM
1376
Cascades Capital Asset Management
North Carolina
$1.91M
ACM
1377
Aljian Capital Management
Nevada
$1.91M
LFS
1378
Littlejohn Financial Services
Oregon
$1.91M
FCFC
1379
First Commonwealth Financial Corp
Pennsylvania
$1.91M
FFM
1380
Fisher Funds Management
New Zealand
$1.9M
IIM
1381
Ipswich Investment Management
Massachusetts
$1.9M
CCA
1382
Cobblestone Capital Advisors
New York
$1.9M
ILI
1383
Invesco LLC (Illinois)
Illinois
$1.9M
NWMG
1384
Nicholson Wealth Management Group
South Carolina
$1.89M
RCM
1385
RB Capital Management
Nevada
$1.89M
PAG
1386
Powers Advisory Group
Illinois
$1.89M
ATWA
1387
Arbor Trust Wealth Advisors
Michigan
$1.89M
A
1388
AlphaQuest
New York
$1.89M
KWA
1389
Kingswood Wealth Advisors
California
$1.88M
NG
1390
Northstar Group
New York
$1.88M
AB
1391
Atlas Brown
Kentucky
$1.88M
WB
1392
Webster Bank
Connecticut
$1.88M
RCWM
1393
Royal Capital Wealth Management
Indiana
$1.88M
NSAM
1394
North Star Asset Management
Wisconsin
$1.88M
PFM
1395
Potomac Fund Management
Florida
$1.88M
SFA
1396
Souders Financial Advisors
Ohio
$1.87M
PWAM
1397
Private Wealth Asset Management
Iowa
$1.87M
GFPC
1398
Global Financial Private Client
Florida
$1.86M
GA
1399
GoalVest Advisory
New York
$1.86M
TH
1400
TCTC Holdings
Texas
$1.86M