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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
HWA
1526
HCR Wealth Advisors
California
$1.54M
FAIM
1527
Financial Advocates Investment Management
Washington
$1.54M
AF
1528
Affiance Financial
Minnesota
$1.54M
LFA
1529
Legacy Financial Advisors
Kentucky
$1.54M
MFG
1530
Magnus Financial Group
New York
$1.54M
MFA
1531
Mayflower Financial Advisors
Massachusetts
$1.53M
MFC
1532
Mechanics Financial Corp
Ohio
$1.53M
FLI
1533
Family Legacy Inc
South Carolina
$1.52M
KA
1534
Kercheville Advisors
Texas
$1.52M
LCM
1535
Leisure Capital Management
California
$1.52M
SI
1536
Sava Infond
Slovenia
$1.52M
IF
1537
Ironwood Financial
Arizona
$1.51M
NERM
1538
New England Research & Management
Illinois
$1.51M
FFS
1539
Founders Financial Securities
Maryland
$1.5M
SSW
1540
Smith Shellnut Wilson
Mississippi
$1.5M
BSI
1541
Bennett Selby Investments
Maine
$1.5M
SSA
1542
Sierra Summit Advisors
Nevada
$1.5M
SFS
1543
Security Financial Services
Indiana
$1.5M
MCM
1544
Mill Capital Management
North Carolina
$1.5M
GLR
1545
Great Lakes Retirement
Ohio
$1.5M
FPL
1546
Fortress Private Ledger
North Carolina
$1.5M
ECA
1547
Elevated Capital Advisors
Utah
$1.5M
LWMM
1548
Legacy Wealth Management (Mississippi)
Mississippi
$1.49M
OCM
1549
One Capital Management
California
$1.49M
HZ
1550
Hixon Zuercher
Ohio
$1.49M