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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
BFS
1926
BridgePort Financial Solutions
Iowa
$872K
FSWA
1927
Financial Synergies Wealth Advisors
Texas
$871K
DC
1928
DeDora Capital
California
$871K
BMC
1929
Benin Management Corp
Connecticut
$867K
GI
1930
GAMCO Investors
Connecticut
$867K
GPA
1931
Garrison Point Advisors
California
$866K
TPW
1932
Talon Private Wealth
Florida
$865K
LIG
1933
Lokken Investment Group
Delaware
$865K
M1FG
1934
Mach-1 Financial Group
Arkansas
$864K
TC
1935
TFR Capital
Texas
$863K
IGGA
1936
Iron Gate Global Advisors
Utah
$861K
CSPIA
1937
Cary Street Partners Investment Advisory
Virginia
$859K
CFP
1938
Cascade Financial Partners
California
$857K
SIC
1939
Samalin Investment Counsel
New York
$857K
AF
1940
Apexium Financial
Texas
$857K
CWM
1941
Circle Wealth Management
New Jersey
$855K
TCM
1942
Tang Capital Management
California
$854K
CWM
1943
Cahaba Wealth Management
Georgia
$854K
FCFC
1944
First Citizens Financial Corp
Iowa
$854K
UAML
1945
US Asset Management LLC
Pennsylvania
$853K
OWA
1946
Oak Wealth Advisors
Illinois
$853K
TT
1947
TI-Trust
Illinois
$852K
PCS
1948
Personal CFO Solutions
New Jersey
$850K
PW
1949
PUREfi Wealth
Massachusetts
$848K
GWM
1950
GDS Wealth Management
Texas
$847K