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McDonald's

3,355 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 1,346 increasing their positions, 1,362 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,355
Holders Change
-16
Holders Change %
-0.47%
% of All Funds
44.96%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
177
Increased
1,346
Reduced
1,362
Closed
130
Calls
$2.63B
Puts
$2.64B
Net Calls
-$3.88M
Net Calls Change
-$254M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
1926
Samalin Investment Counsel
New York
$857K -$21.3K -73 -2%
AF
1927
Apexium Financial
Texas
$857K -$11.7K -40 -1%
CWM
1928
Circle Wealth Management
New Jersey
$855K +$51.1K +175 +6%
TCM
1929
Tang Capital Management
California
$854K -$88.5K -303 -9%
CWM
1930
Cahaba Wealth Management
Georgia
$854K -$16.1K -55 -2%
FCFC
1931
First Citizens Financial Corp
Iowa
$854K +$34.8K +119 +4%
OWA
1932
Oak Wealth Advisors
Illinois
$853K
UAML
1933
US Asset Management LLC
Pennsylvania
$853K
TT
1934
TI-Trust
Illinois
$852K +$39.4K +135 +5%
PCS
1935
Personal CFO Solutions
New Jersey
$850K +$35.9K +123 +4%
PW
1936
PUREfi Wealth
Massachusetts
$848K +$138K +471 +19%
GWM
1937
GDS Wealth Management
Texas
$847K -$44.1K -151 -5%
CPBTD
1938
Central Pacific Bank - Trust Division
Hawaii
$847K +$94.1K +322 +13%
WCM
1939
Winebrenner Capital Management
Kentucky
$845K +$584 +2 +0.1%
DWM
1940
Daner Wealth Management
Georgia
$845K +$845K +2,800 New
SWP
1941
Semus Wealth Partners
Florida
$844K -$4.68K -16 -0.6%
DWMS
1942
Dominguez Wealth Management Solutions
Virginia
$843K -$9.93K -34 -1%
PWMG
1943
Prestige Wealth Management Group
New Jersey
$842K -$1.46K -5 -0.2%
WIA
1944
Westbourne Investment Advisors
Maryland
$842K
RBFC
1945
Roman Butler Fullerton & Co
Missouri
$841K -$22.7K -76 -3%
FRA
1946
Front Row Advisors
California
$836K +$21.9K +75 +3%
BWP
1947
Balboa Wealth Partners
Arizona
$834K +$74.5K +255 +10%
CFGW
1948
Chancellor Financial Group WB
Pennsylvania
$833K +$11.7K +40 +1%
PFG
1949
PAX Financial Group
Texas
$833K -$89.4K -306 -10%
IA
1950
Intellus Advisors
Florida
$830K +$292 +1 +0%