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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
MA
1701
MKT Advisors
California
$1.17M
HCM
1702
HMS Capital Management
Tennessee
$1.17M
KFS
1703
Keynote Financial Services
Connecticut
$1.17M
NA
1704
Note Advisors
New York
$1.16M
AIM
1705
Athena Investment Management
California
$1.16M
RC
1706
Rexford Capital
Texas
$1.16M
APW
1707
Aurora Private Wealth
New Jersey
$1.16M
FWA
1708
FORM Wealth Advisors
Wisconsin
$1.16M
OFS
1709
OneAscent Financial Services
Alabama
$1.16M
PWP
1710
Phillips Wealth Planners
Mississippi
$1.16M
GWANC
1711
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.16M
KFC
1712
Klingenstein Fields & Co
New York
$1.15M
PA
1713
PFG Advisors
Arizona
$1.15M
IC
1714
Iconiq Capital
California
$1.15M
HA
1715
Harfst & Associates
Wyoming
$1.15M
CFS
1716
CRA Financial Services
New Jersey
$1.15M
FF
1717
Francis Financial
$1.15M
DIP
1718
DT Investment Partners
Pennsylvania
$1.15M
RL
1719
Rogco LP
Oklahoma
$1.14M
MMPW
1720
Mitchell McLeod Pugh & Williams
Alabama
$1.14M
CCA
1721
Cottonwood Capital Advisors
Utah
$1.14M
BOJHT
1722
Bank of Jackson Hole Trust
Wyoming
$1.14M
UAG
1723
United Advisor Group
Ohio
$1.14M
TCBWMS
1724
Texas Capital Bank Wealth Management Services
Texas
$1.13M
CMAI
1725
Capital Management Associates Inc
Minnesota
$1.13M