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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
BIAS
1976
Beacon Investment Advisory Services
New Jersey
$819K
CRIG
1977
Charter Research & Investment Group
Connecticut
$818K
OC
1978
Oarsman Capital
Wisconsin
$815K
KW
1979
KWB Wealth
California
$814K
CA
1980
CapWealth Advisors
Tennessee
$813K
CFG
1981
Chapman Financial Group
Hawaii
$812K
KNW
1982
Kesler Norman & Wride
Utah
$810K
APW
1983
Austin Private Wealth
Texas
$809K
GSWM
1984
Golden State Wealth Management
California
$808K
GLLW
1985
Graves Light Lenhart Wealth
Virginia
$807K
SIA
1986
Soltis Investment Advisors
Utah
$807K
EM
1987
ELCO Management
New York
$805K
GWWM
1988
Great Waters Wealth Management
Minnesota
$805K
AWM
1989
Atticus Wealth Management
Florida
$804K
RFA
1990
Rollins Financial Advisors
New York
$804K
HFAS
1991
Hummer Financial Advisory Services
Illinois
$803K
NFC
1992
Northeast Financial Consultants
Connecticut
$803K
ONST
1993
Old North State Trust
North Carolina
$802K
IWA
1994
IBEX Wealth Advisors
New Jersey
$802K
DPI
1995
Diversified Portfolios Inc
Michigan
$801K
WDC
1996
Woodward Diversified Capital
California
$800K
HWMG
1997
Hurlow Wealth Management Group
Indiana
$800K
BWA
1998
Blodgett Wealth Advisors
California
$799K
RA
1999
RiverPark Advisors
New York
$796K
BIG
2000
Brookwood Investment Group
Arizona
$796K