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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
FWM
1501
Foguth Wealth Management
Michigan
$1.59M
C
1502
Certuity
Florida
$1.58M
AIS
1503
AM Investment Strategies
Tennessee
$1.58M
DWM
1504
Drive Wealth Management
Utah
$1.58M
PIA
1505
Pinion Investment Advisors
Kansas
$1.57M
OC
1506
Oakworth Capital
Alabama
$1.57M
WAM
1507
WNY Asset Management
New York
$1.57M
TAM
1508
Townsend Asset Management
North Carolina
$1.56M
FHWM
1509
Fox Hill Wealth Management
Massachusetts
$1.56M
BAM
1510
Boyar Asset Management
New York
$1.56M
CFMC
1511
Curbstone Financial Management Corp
New Hampshire
$1.56M
FFG
1512
Fiduciary Financial Group
California
$1.56M
PWS
1513
Peloton Wealth Strategists
Indiana
$1.56M
MFWP
1514
Mosaic Family Wealth Partners
Missouri
$1.56M
MA
1515
MONECO Advisors
Connecticut
$1.55M
ANC
1516
Ames National Corp
Iowa
$1.55M
FHA
1517
Flagship Harbor Advisors
Massachusetts
$1.55M
TWM
1518
Trueblood Wealth Management
Ohio
$1.55M
PAM
1519
Panagora Asset Management
Massachusetts
$1.55M
MYIA
1520
Mount Yale Investment Advisors
Colorado
$1.55M
CPSC
1521
Carl P. Sherr & Co
Massachusetts
$1.55M
NEWAS
1522
N.E.W. Advisory Services
Wisconsin
$1.55M
BWM
1523
BigSur Wealth Management
Florida
$1.55M
SIS
1524
Sound Income Strategies
Florida
$1.54M
AGAM
1525
Audent Global Asset Management
California
$1.54M