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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
CPBTD
1951
Central Pacific Bank - Trust Division
Hawaii
$847K
WCM
1952
Winebrenner Capital Management
Kentucky
$845K
DWM
1953
Daner Wealth Management
Georgia
$845K
SWP
1954
Semus Wealth Partners
Florida
$844K
DWMS
1955
Dominguez Wealth Management Solutions
Virginia
$843K
PWMG
1956
Prestige Wealth Management Group
New Jersey
$842K
WIA
1957
Westbourne Investment Advisors
Maryland
$842K
RBFC
1958
Roman Butler Fullerton & Co
Missouri
$841K
FRA
1959
Front Row Advisors
California
$836K
BWP
1960
Balboa Wealth Partners
Arizona
$834K
CFGW
1961
Chancellor Financial Group WB
Pennsylvania
$833K
PFG
1962
PAX Financial Group
Texas
$833K
IA
1963
Intellus Advisors
Florida
$830K
RWMG
1964
Redwood Wealth Management Group
New Jersey
$830K
TGAM
1965
TBH Global Asset Management
Tennessee
$830K
FMTC
1966
Farmers & Merchants Trust Company
California
$830K
BAM
1967
Blueshift Asset Management
New Jersey
$827K
MIM
1968
Miller Investment Management
Pennsylvania
$826K
FCCM
1969
First City Capital Management
Georgia
$826K
ICM
1970
IMS Capital Management
Oregon
$825K
WCM
1971
Wellington Capital Management
Maryland
$825K
BEC
1972
Blue Edge Capital
Virginia
$824K
BFO
1973
Biltmore Family Office
North Carolina
$824K
WF
1974
WoodTrust Financial
Wisconsin
$821K
SAF
1975
Smith Anglin Financial
Texas
$821K