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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
PP
1826
Pingora Partners
Wyoming
$974K
ESBC
1827
E.S. Barr & Co
Kentucky
$973K
FFA
1828
Fortune Financial Advisors
Kansas
$972K
AF
1829
Advisornet Financial
Minnesota
$971K
MWM
1830
Maridea Wealth Management
New York
$968K
CP
1831
Clarendon Private
Massachusetts
$967K
ZF
1832
Zhang Financial
Michigan
$966K
NG
1833
Novem Group
New York
$966K
AAG
1834
Armstrong Advisory Group
Massachusetts
$965K
NRG
1835
Nemes Rush Group
Michigan
$962K
FFA
1836
First Foundation Advisors
California
$960K
ZIC
1837
ZWJ Investment Counsel
Georgia
$960K
RFS
1838
Richardson Financial Services
Massachusetts
$958K
FA
1839
Faithward Advisors
Pennsylvania
$957K
SCI
1840
Stableford Capital II
Arizona
$956K
FIM
1841
Freedom Investment Management
Connecticut
$955K
SAM
1842
Strategy Asset Managers
California
$955K
TWM
1843
Thrive Wealth Management
Pennsylvania
$955K
NPT
1844
Nixon Peabody Trust
Massachusetts
$954K
JE
1845
JMAC Enterprises
Pennsylvania
$948K
VCWA
1846
Vanguard Capital Wealth Advisors
Colorado
$948K
IP
1847
Intellectus Partners
California
$946K
SPC
1848
Spirepoint Private Client
Florida
$945K
LCM
1849
LVM Capital Management
Michigan
$944K
WR
1850
WD Rutherford
Oregon
$943K