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McDonald's

3,380 hedge funds and large institutions have $155B invested in McDonald's in 2025 Q3 according to their latest regulatory filings, with 182 funds opening new positions, 1,419 increasing their positions, 1,288 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
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
IA
2001
IAM Advisory
Pennsylvania
$802K
RFA
2002
Rollins Financial Advisors
New York
$801K
MP
2003
McDonald Partners
Ohio
$800K
GAM
2004
Gould Asset Management
California
$797K
AWM
2005
Atticus Wealth Management
Florida
$795K
EB
2006
Exchange Bank
California
$793K
HNB
2007
Hilltop National Bank
Wyoming
$793K
CFD
2008
Creative Financial Designs
Indiana
$792K
WSCM
2009
Wellington Shields Capital Management
New York
$790K
CF
2010
Centaurus Financial
California
$789K
KTC
2011
Kentucky Trust Company
Kentucky
$789K
SMA
2012
Seven Mile Advisory
New Jersey
$787K
IA
2013
Insight Advisors
Pennsylvania
$785K
HAM
2014
Harmony Asset Management
Arizona
$785K
RWM
2015
RMG Wealth Management
Wisconsin
$784K
SOAMC
2016
Spirit of America Management Corp
New York
$784K
QWM
2017
Quadcap Wealth Management
Texas
$784K
VAM
2018
Verity Asset Management
North Carolina
$782K
SOS
2019
Silver Oak Securities
Tennessee
$782K
AP
2020
Advisors Preferred
Maryland
$781K
MCA
2021
MSH Capital Advisors
Arizona
$780K
LIG
2022
Lokken Investment Group
Delaware
$779K
TFG
2023
Taylor Financial Group
Virginia
$778K
SC
2024
Sepio Capital
Utah
$777K
SGI
2025
Summit Global Investments
Utah
$776K