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McDonald's

3,564 hedge funds and large institutions have $163B invested in McDonald's in 2025 Q4 according to their latest regulatory filings, with 368 funds opening new positions, 1,375 increasing their positions, 1,390 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 368 | Existing positions closed: 138

13% more funds holding in top 10

Funds holding in top 10: 4045 (+5)

4% more funds holding

Funds holding: 3,4133,564 (+151)

2.5% more ownership

Funds ownership: 71.72%74.23% (+2.5%)

5% more capital invested

Capital invested by funds: $155B → $163B (+$7.61B)

1% less repeat investments, than reductions

Existing positions increased: 1,375 | Existing positions reduced: 1,390

7% less call options, than puts

Call options by funds: $2.35B | Put options by funds: $2.52B

Holders
3,564
Holders Change
+151
Holders Change %
+4.42%
% of All Funds
43.36%
Holding in Top 10
45
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.5%
% of All Funds
0.55%
New
368
Increased
1,375
Reduced
1,390
Closed
138
Calls
$2.35B
Puts
$2.52B
Net Calls
-$172M
Net Calls Change
-$239M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1551
SCS Capital Management
Massachusetts
$1.62M -$555K -1,813 -25%
CWM
1552
Connecticut Wealth Management
Connecticut
$1.62M -$21.4K -70 -1%
PAMG
1553
Patton Albertson Miller Group
Tennessee
$1.62M -$40.4K -132 -2%
FCAS
1554
First Command Advisory Services
Texas
$1.62M +$56.4K +184 +4%
FHWM
1555
Fox Hill Wealth Management
Massachusetts
$1.62M -$8.58K -28 -0.5%
BAM
1556
Boyar Asset Management
New York
$1.61M -$12.3K -40 -0.8%
LHC
1557
Little House Capital
Massachusetts
$1.61M -$201K -656 -11%
DWM
1558
Drive Wealth Management
Utah
$1.61M -$91.6K -299 -5%
PB
1559
Pinnacle Bancorp
Nebraska
$1.61M -$41.3K -135 -3%
CFMC
1560
Curbstone Financial Management Corp
New Hampshire
$1.61M -$24.5K -80 -1%
SMA
1561
Sage Mountain Advisors
Georgia
$1.61M -$109K -357 -6%
PCG
1562
PFC Capital Group
California
$1.6M -$107K -350 -6%
SFM
1563
Signet Financial Management
New Jersey
$1.6M -$1.53K -5 -0.1%
VWM
1564
Venturi Wealth Management
Texas
$1.6M +$7.96K +26 +0.5%
PIA
1565
Pinion Investment Advisors
Kansas
$1.6M -$98K -320 -6%
CPSC
1566
Carl P. Sherr & Co
Massachusetts
$1.6M -$4.59K -15 -0.3%
HWA
1567
HCR Wealth Advisors
California
$1.6M -$11.6K -38 -0.7%
GEA
1568
Glen Eagle Advisors
New Jersey
$1.59M +$177K +579 +13%
SIC
1569
Sterling Investment Counsel
New York
$1.59M +$441K +1,439 +38%
MFC
1570
Mechanics Financial Corp
Ohio
$1.59M -$3.06K -10 -0.2%
BWM
1571
BKM Wealth Management
Wisconsin
$1.59M -$311K -1,014 -16%
FCM
1572
Fourpath Capital Management
Oklahoma
$1.58M -$6.43K -21 -0.4%
UAG
1573
United Advisor Group
Ohio
$1.58M -$2.14K -7 -0.1%
FNT
1574
First Nebraska Trust
Nebraska
$1.58M +$264K +861 +20%
GAA
1575
Guardian Asset Advisors
Pennsylvania
$1.58M -$49.3K -161 -3%