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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
HC
1876
Hamilton Capital
Ohio
$921K
NAM
1877
NTV Asset Management
West Virginia
$920K
SA
1878
Sicart Associates
New York
$920K
PMA
1879
Prudent Man Advisors
Illinois
$917K
WIC
1880
Wilkins Investment Counsel
Massachusetts
$917K
TFGT
1881
TS Financial Group (TSFG)
Illinois
$917K
GSWM
1882
Greenup Street Wealth Management
Michigan
$917K
GC
1883
Gilbert & Cook
Iowa
$917K
ACG
1884
Allen Capital Group
Nebraska
$916K
WCA
1885
Westover Capital Advisors
Delaware
$915K
APW
1886
Acima Private Wealth
Virginia
$914K
SC
1887
Savoie Capital
Illinois
$914K
PWM
1888
Partnership Wealth Management
Maryland
$910K
IP
1889
Ignite Planners
California
$907K
PFGIA
1890
Patriot Financial Group Insurance Agency
Massachusetts
$907K
GM
1891
GeoWealth Management
Illinois
$906K
AGWCA
1892
Annis Gardner Whiting Capital Advisors
Florida
$903K
OHWA
1893
Oak Hill Wealth Advisors
Virginia
$903K
HWP
1894
Highline Wealth Partners
California
$903K
JWM
1895
Jeppson Wealth Management
California
$903K
SAM
1896
S.A. Mason
Michigan
$903K
OWP
1897
ORG Wealth Partners
Texas
$902K
PA
1898
Prossimo Advisors
California
$902K
AA
1899
Armis Advisers
Georgia
$902K
BMWM
1900
Brown Miller Wealth Management
Virginia
$900K