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McDonald's

3,360 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, 1,410 increasing their positions, 1,280 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,360
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
SMA
2001
Seven Mile Advisory
New Jersey
$787K
IA
2002
Insight Advisors
Pennsylvania
$785K
HAM
2003
Harmony Asset Management
Arizona
$785K
RWM
2004
RMG Wealth Management
Wisconsin
$784K
SOAMC
2005
Spirit of America Management Corp
New York
$784K
QWM
2006
Quadcap Wealth Management
Texas
$784K
VAM
2007
Verity Asset Management
North Carolina
$782K
SOS
2008
Silver Oak Securities
Tennessee
$782K
AP
2009
Advisors Preferred
Maryland
$781K
MCA
2010
MSH Capital Advisors
Arizona
$780K
LIG
2011
Lokken Investment Group
Delaware
$779K
TFG
2012
Taylor Financial Group
Virginia
$778K
SC
2013
Sepio Capital
Utah
$777K
SGI
2014
Summit Global Investments
Utah
$776K
BCM
2015
Banyan Capital Management
Georgia
$775K
PWM
2016
PBMares Wealth Management
Virginia
$773K
SG
2017
Somerset Group
Minnesota
$773K
WF
2018
Wayfinding Financial
Washington
$773K
NPPM
2019
North Point Portfolio Managers
Ohio
$773K
BIG
2020
Brookwood Investment Group
Arizona
$773K
TFA
2021
Transamerica Financial Advisors
Florida
$771K
VPP
2022
Vertex Planning Partners
Illinois
$770K
PBO
2023
Peoples Bank (Ohio)
Ohio
$769K
SSG
2024
Summit Securities Group
New York
$769K
KCIC
2025
Kuhn & Co Investment Counsel
Illinois
$769K