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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
WBC
1426
Westpac Banking Corp
Australia
$1.77M
SXL
1427
Summit X LLC
Missouri
$1.77M
SCP
1428
Sender Company & Partners
New York
$1.77M
SC
1429
Schulhoff & Co
Ohio
$1.77M
IP
1430
Investment Partners
Ohio
$1.77M
IA
1431
IFG Advisory
Georgia
$1.77M
VIM
1432
Vinva Investment Management
Australia
$1.76M
RCM
1433
RMR Capital Management
California
$1.76M
BFA
1434
Brown Financial Advisors
Ohio
$1.76M
FBT
1435
First Bankers Trust
Kentucky
$1.76M
VWA
1436
Visionary Wealth Advisors
Illinois
$1.76M
AAS
1437
Ameritas Advisory Services
Nebraska
$1.76M
CICI
1438
Capital Investment Counsel Inc
North Carolina
$1.76M
PWG
1439
Portside Wealth Group
Utah
$1.75M
FM
1440
Foster & Motley
Ohio
$1.75M
SCM
1441
SOL Capital Management
Maryland
$1.74M
HSWM
1442
Hubbell Strickland Wealth Management
Louisiana
$1.74M
BCM
1443
Becker Capital Management
Oregon
$1.73M
IWM
1444
Iams Wealth Management
Nebraska
$1.73M
VWM
1445
Venturi Wealth Management
Texas
$1.73M
LFG
1446
Larson Financial Group
Missouri
$1.72M
MP
1447
McDonald Partners
Ohio
$1.72M
FHB
1448
First Hawaiian Bank
Hawaii
$1.72M
WCM
1449
Windsor Capital Management
Arizona
$1.72M
OA
1450
Operose Advisors
Wisconsin
$1.72M