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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
SPS
1776
Susquehanna Portfolio Strategies
Pennsylvania
$1.05M
NCM
1777
NCM Capital Management
New Jersey
$1.05M
MA
1778
MBA Advisors
Pennsylvania
$1.05M
FW
1779
FullCircle Wealth
Texas
$1.05M
IF
1780
IRON Financial
Illinois
$1.05M
WQ
1781
Wealth Quarterback
New Jersey
$1.04M
CAWM
1782
Capital Advisors Wealth Management
Washington
$1.04M
TA
1783
Tectonic Advisors
Texas
$1.04M
RF
1784
Roxbury Financial
New Jersey
$1.04M
DBIA
1785
Dumont & Blake Investment Advisors
New Jersey
$1.04M
JEST
1786
JTC Employer Solutions Trustee
Jersey
$1.03M
AIM
1787
Alhambra Investment Management
Florida
$1.03M
VV
1788
Verity & Verity
South Carolina
$1.03M
OFG
1789
OmniStar Financial Group
North Carolina
$1.03M
DFA
1790
DHJJ Financial Advisors
Illinois
$1.03M
CVM
1791
Cheviot Value Management
California
$1.03M
EFG
1792
Elios Financial Group
Ohio
$1.03M
AA
1793
Alta Advisers
United Kingdom
$1.03M
PMSA
1794
Patrick M. Sweeney & Associates
Illinois
$1.03M
GD
1795
Grandfield & Dodd
New York
$1.03M
AAM
1796
AMI Asset Management
California
$1.03M
EIA
1797
Eldridge Investment Advisors
New Hampshire
$1.02M
NFA
1798
Northern Financial Advisors
Michigan
$1.02M
CG
1799
Corundum Group
Colorado
$1.02M
UW
1800
Unique Wealth
Florida
$1.02M