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McDonald's

3,346 hedge funds and large institutions have $155B invested in McDonald's in 2025 Q3 according to their latest regulatory filings, with 178 funds opening new positions, 1,405 increasing their positions, 1,277 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,346
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.78B
Puts
$2.71B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
2001
Verity Asset Management
North Carolina
$782K
SOS
2002
Silver Oak Securities
Tennessee
$782K
AP
2003
Advisors Preferred
Maryland
$781K
MCA
2004
MSH Capital Advisors
Arizona
$780K
LIG
2005
Lokken Investment Group
Delaware
$779K
TFG
2006
Taylor Financial Group
Virginia
$778K
SC
2007
Sepio Capital
Utah
$777K
SGI
2008
Summit Global Investments
Utah
$776K
BCM
2009
Banyan Capital Management
Georgia
$775K
PWM
2010
PBMares Wealth Management
Virginia
$773K
SG
2011
Somerset Group
Minnesota
$773K
WF
2012
Wayfinding Financial
Washington
$773K
NPPM
2013
North Point Portfolio Managers
Ohio
$773K
BIG
2014
Brookwood Investment Group
Arizona
$773K
TFA
2015
Transamerica Financial Advisors
Florida
$771K
VPP
2016
Vertex Planning Partners
Illinois
$770K
PBO
2017
Peoples Bank (Ohio)
Ohio
$769K
SSG
2018
Summit Securities Group
New York
$769K
KCIC
2019
Kuhn & Co Investment Counsel
Illinois
$769K
VPF
2020
Vantage Point Financial
Illinois
$767K
PWM
2021
Prentice Wealth Management
New York
$765K
QP
2022
Quartz Partners
New York
$764K
HAS
2023
Holland Advisory Services
Florida
$762K
ORC
2024
O'Rourke & Company
Massachusetts
$761K
CP
2025
Creekside Partners
California
$761K