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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
CSC
1751
Caldwell Sutter Capital
California
$1.08M
BFA
1752
Bill Few Associates
Pennsylvania
$1.08M
HI
1753
Hendershot Investments
Virginia
$1.08M
EC
1754
Enhancing Capital
Pennsylvania
$1.08M
QC
1755
Quent Capital
New York
$1.08M
AFA
1756
AA Financial Advisors
Ohio
$1.08M
APWA
1757
Atlas Private Wealth Advisors
New Jersey
$1.07M
FNWA
1758
Financial Network Wealth Advisors
Utah
$1.07M
APG
1759
Abacus Planning Group
South Carolina
$1.07M
PFP
1760
Paragon Financial Partners
California
$1.07M
AAS
1761
Annex Advisory Services
Wisconsin
$1.07M
LI
1762
LMCG Investments
Massachusetts
$1.07M
TPWM
1763
Twelve Points Wealth Management
Massachusetts
$1.07M
BFG
1764
Bouchey Financial Group
New York
$1.07M
PSB
1765
Piscataqua Savings Bank
New Hampshire
$1.06M
RW
1766
Rede Wealth
Virginia
$1.06M
FWM
1767
Forza Wealth Management
Florida
$1.06M
NDBT
1768
North Dallas Bank & Trust
Texas
$1.06M
WMA
1769
Wealth Management Associates
New Jersey
$1.06M
DMBA
1770
Deseret Mutual Benefit Administrators
Utah
$1.06M
CPA
1771
Cardiff Park Advisors
California
$1.06M
SSA
1772
South Street Advisors
New York
$1.06M
CWA
1773
Canvas Wealth Advisors
Kansas
$1.06M
WBWA
1774
William B. Walkup & Associates
South Carolina
$1.05M
SSWM
1775
Sheets Smith Wealth Management
North Carolina
$1.05M