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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 %
GIA
2001
GHP Investment Advisors
Colorado
$779K +$29.2K +100 +4%
BCM
2002
Brasada Capital Management
Texas
$779K +$29.7K +101 +4%
RWM
2003
RMG Wealth Management
Wisconsin
$778K +$778K +2,617 New
AP
2004
Advisors Preferred
Maryland
$773K
SGI
2005
Summit Global Investments
Utah
$771K +$427K +1,463 +124%
QWP
2006
Quotient Wealth Partners
Texas
$769K +$4.38K +15 +0.6%
GHA
2007
Granite Harbor Advisors
Texas
$769K -$1.17K -4 -0.2%
HNB
2008
Hilltop National Bank
Wyoming
$768K +$768K +2,630 New
PCA
2009
Purkiss Capital Advisors
Connecticut
$768K -$16.9K -58 -2%
CCC
2010
Compass Capital Corp
Massachusetts
$767K -$18.2K -60 -2%
IA
2011
IAM Advisory
Pennsylvania
$766K +$4.38K +15 +0.6%
BFG
2012
Berger Financial Group
Minnesota
$765K +$52K +178 +7%
CVA
2013
Central Valley Advisors
California
$763K -$29.5K -101 -4%
SPWM
2014
Schrum Private Wealth Management
Florida
$763K
TCOTS
2015
Trust Company of the South
North Carolina
$762K +$2.34K +8 +0.3%
BC
2016
Bridgefront Capital
Texas
$761K +$761K +2,604 New
SMH
2017
Sanders Morris Harris
Texas
$760K
VST
2018
Van Strum & Towne
California
$760K
PCM
2019
Ping Capital Management
New York
$760K +$146K +500 +24%
QWM
2020
Quadcap Wealth Management
Texas
$759K -$22.8K -78 -3%
AIM
2021
Acropolis Investment Management
Missouri
$759K -$97.3K -333 -11%
WSCM
2022
Wellington Shields Capital Management
New York
$759K
SWA
2023
SOA Wealth Advisors
New York
$759K +$45.7K +598 +6%
VIG
2024
Vienna Insurance Group
Poland
$759K -$368K -1,261 -33%
KTC
2025
Kentucky Trust Company
Kentucky
$758K