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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
CF
2001
Centaurus Financial
California
$794K
COCM
2002
Charter Oak Capital Management
New Hampshire
$793K
CAM
2003
Chesapeake Asset Management
New York
$791K
KWM
2004
KFG Wealth Management
Indiana
$790K
PSFG
2005
Park Square Financial Group
Georgia
$790K
HCMG
2006
Howard Capital Management Group
California
$789K
AW
2007
Alteri Wealth
California
$788K
CWA
2008
Centennial Wealth Advisory
Michigan
$787K
AI
2009
Arrien Investments
Idaho
$786K
BOM
2010
Bank of Marin
California
$785K
BB
2011
Berkshire Bank
Massachusetts
$785K
KWM
2012
Keebeck Wealth Management
Illinois
$785K
KA
2013
KLCM Advisors
Wisconsin
$784K
WF
2014
Wayfinding Financial
Washington
$781K
GIA
2015
GHP Investment Advisors
Colorado
$779K
BCM
2016
Brasada Capital Management
Texas
$779K
RWM
2017
RMG Wealth Management
Wisconsin
$778K
AP
2018
Advisors Preferred
Maryland
$773K
SGI
2019
Summit Global Investments
Utah
$771K
QWP
2020
Quotient Wealth Partners
Texas
$769K
GHA
2021
Granite Harbor Advisors
Texas
$769K
HNB
2022
Hilltop National Bank
Wyoming
$768K
PCA
2023
Purkiss Capital Advisors
Connecticut
$768K
CCC
2024
Compass Capital Corp
Massachusetts
$767K
IA
2025
IAM Advisory
Pennsylvania
$766K