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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
EWA
1626
EverSource Wealth Advisors
Alabama
$1.33M
HCMT
1627
Highland Capital Management (Tennessee)
Tennessee
$1.32M
OW
1628
Olistico Wealth
Oklahoma
$1.32M
WPA
1629
West Paces Advisors
Georgia
$1.32M
WAM
1630
Weatherly Asset Management
California
$1.32M
ACMA
1631
Arbor Capital Management (Alaska)
Alaska
$1.32M
BFA
1632
Buttonwood Financial Advisors
Maryland
$1.32M
WCM
1633
Weik Capital Management
Pennsylvania
$1.31M
MI
1634
Motiv8 Investments
Florida
$1.31M
PIP
1635
Peachtree Investment Partners
Florida
$1.31M
SP
1636
Successful Portfolios
Florida
$1.3M
MPM
1637
Meritage Portfolio Management
Kansas
$1.3M
AMIM
1638
Aull & Monroe Investment Management
Alabama
$1.3M
PGA
1639
Portland Global Advisors
Maine
$1.3M
IWA
1640
IVC Wealth Advisors
Pennsylvania
$1.3M
PMFA
1641
Plante Moran Financial Advisors
Michigan
$1.3M
MAM
1642
Martingale Asset Management
Massachusetts
$1.3M
BO
1643
Bank OZK
Arkansas
$1.29M
WAG
1644
Wiser Advisor Group
Arizona
$1.29M
SIM
1645
Stratos Investment Management
Ohio
$1.29M
AR
1646
Advisory Research
Illinois
$1.28M
ERSOT
1647
Employees Retirement System of Texas
Texas
$1.28M
GG
1648
Greenwood Gearhart
Arkansas
$1.28M
MCM
1649
Mengis Capital Management
Oregon
$1.28M
DA
1650
Doliver Advisors
Texas
$1.28M