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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
PWA
1851
Prairie Wealth Advisors
Nebraska
$942K
IFWM
1852
Institute for Wealth Management
Colorado
$941K
CA
1853
Cornerstone Advisory
Maryland
$940K
GC
1854
Garde Capital
Washington
$939K
LC
1855
Landaas & Company
Wisconsin
$938K
LAM
1856
L2 Asset Management
Massachusetts
$938K
AIA
1857
AssuredPartners Investment Advisors
Florida
$937K
4A
1858
4Wealth Advisors
Illinois
$937K
SIS
1859
Strategic Investment Solutions
Illinois
$936K
NA
1860
Nordwand Advisors
Pennsylvania
$935K
MA
1861
MJP Associates
Connecticut
$933K
EAM
1862
Evanson Asset Management
California
$932K
AP
1863
Atwood & Palmer
Missouri
$931K
BFAG
1864
Blackston Financial Advisory Group
Florida
$931K
LSC
1865
Lesa Sroufe & Co
Washington
$931K
KFA
1866
Kelleher Financial Advisors
New York
$930K
IFS
1867
Intelligent Financial Strategies
Minnesota
$929K
EFMC
1868
Empire Financial Management Company
New York
$926K
LOPW
1869
Live Oak Private Wealth
North Carolina
$926K
S
1870
Sachetta
Massachusetts
$924K
GBT
1871
Grove Bank & Trust
Florida
$924K
CNC
1872
Citizens & Northern Corp
Pennsylvania
$924K
BCP
1873
Blackhawk Capital Partners
Wisconsin
$923K
SEIA
1874
Signature Estate & Investment Advisors
California
$922K
CAM
1875
Cidel Asset Management
Ontario, Canada
$921K