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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
WIM
1551
WealthPlan Investment Management
Nebraska
$1.49M
LC
1552
LCNB Corp
Ohio
$1.48M
MLA
1553
My Legacy Advisors
Oregon
$1.48M
NAMP
1554
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.48M
IA
1555
Integrity Alliance
Iowa
$1.47M
NA
1556
Navellier & Associates
Nevada
$1.47M
IJWM
1557
Inman Jager Wealth Management
Mississippi
$1.47M
ACS
1558
Archford Capital Strategies
Illinois
$1.47M
PPWP
1559
Premier Path Wealth Partners
New Jersey
$1.47M
SMC
1560
Smith, Moore & Co
Missouri
$1.47M
NDSI
1561
Newman Dignan & Sheerar Inc
Rhode Island
$1.47M
HL
1562
HeadInvest LLC
Maine
$1.47M
DFA
1563
Delta Financial Advisors
Louisiana
$1.46M
PAMG
1564
Patton Albertson Miller Group
Tennessee
$1.46M
SIA
1565
SkyView Investment Advisors
New Jersey
$1.46M
LF
1566
Lantz Financial
Illinois
$1.46M
ETC
1567
Exchange Traded Concepts
Oklahoma
$1.46M
LMKC
1568
L.M. Kohn & Company
Ohio
$1.46M
CT
1569
Colonial Trust
South Carolina
$1.46M
FCAS
1570
First Command Advisory Services
Texas
$1.46M
WFM
1571
Wolff Financial Management
Michigan
$1.45M
CFFP
1572
Center for Financial Planning
Michigan
$1.45M
JFA
1573
JNBA Financial Advisors
Minnesota
$1.45M
TSWM
1574
Tyler-Stone Wealth Management
Ohio
$1.45M
PBF
1575
Petix & Botte Financial
California
$1.45M