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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 %
RWMG
1951
Redwood Wealth Management Group
New Jersey
$830K -$18.7K -64 -2%
TGAM
1952
TBH Global Asset Management
Tennessee
$830K -$73.3K -251 -8%
FMTC
1953
Farmers & Merchants Trust Company
California
$830K +$110K +376 +15%
BAM
1954
Blueshift Asset Management
New Jersey
$827K -$111K -380 -12%
MIM
1955
Miller Investment Management
Pennsylvania
$826K
FCCM
1956
First City Capital Management
Georgia
$826K -$3.8K -13 -0.5%
ICM
1957
IMS Capital Management
Oregon
$825K +$36.2K +124 +5%
WCM
1958
Wellington Capital Management
Maryland
$825K +$825K +2,822 New
BEC
1959
Blue Edge Capital
Virginia
$824K
BFO
1960
Biltmore Family Office
North Carolina
$824K -$536K -1,833 -39%
WF
1961
WoodTrust Financial
Wisconsin
$821K
SAF
1962
Smith Anglin Financial
Texas
$821K -$15.2K -52 -2%
BIAS
1963
Beacon Investment Advisory Services
New Jersey
$819K -$452K -1,546 -36%
CRIG
1964
Charter Research & Investment Group
Connecticut
$818K -$31.3K -107 -4%
OC
1965
Oarsman Capital
Wisconsin
$815K -$4.38K -15 -0.5%
KW
1966
KWB Wealth
California
$814K -$45.3K -145 -5%
CA
1967
CapWealth Advisors
Tennessee
$813K -$133K -455 -14%
CFG
1968
Chapman Financial Group
Hawaii
$812K +$812K +2,778 New
KNW
1969
Kesler Norman & Wride
Utah
$810K -$13.4K -46 -2%
APW
1970
Austin Private Wealth
Texas
$809K +$4.97K +17 +0.6%
GSWM
1971
Golden State Wealth Management
California
$808K +$4.09K +14 +0.5%
GLLW
1972
Graves Light Lenhart Wealth
Virginia
$807K -$4.97K -17 -0.6%
SIA
1973
Soltis Investment Advisors
Utah
$807K -$29.2K -100 -3%
EM
1974
ELCO Management
New York
$805K -$12.3K -42 -2%
GWWM
1975
Great Waters Wealth Management
Minnesota
$805K -$3.51K -12 -0.4%