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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
BFG
2026
Berger Financial Group
Minnesota
$765K
CVA
2027
Central Valley Advisors
California
$763K
SPWM
2028
Schrum Private Wealth Management
Florida
$763K
TCOTS
2029
Trust Company of the South
North Carolina
$762K
BC
2030
Bridgefront Capital
Texas
$761K
SMH
2031
Sanders Morris Harris
Texas
$760K
VST
2032
Van Strum & Towne
California
$760K
PCM
2033
Ping Capital Management
New York
$760K
QWM
2034
Quadcap Wealth Management
Texas
$759K
AIM
2035
Acropolis Investment Management
Missouri
$759K
WSCM
2036
Wellington Shields Capital Management
New York
$759K
SWA
2037
SOA Wealth Advisors
New York
$759K
VIG
2038
Vienna Insurance Group
Poland
$759K
KTC
2039
Kentucky Trust Company
Kentucky
$758K
IA
2040
Insight Advisors
Pennsylvania
$757K
AFG
2041
Allegheny Financial Group
Pennsylvania
$756K
PBO
2042
Peoples Bank (Ohio)
Ohio
$754K
LIM
2043
Longfellow Investment Management
Massachusetts
$754K
FFC
2044
First Financial Corp
Indiana
$754K
SOAMC
2045
Spirit of America Management Corp
New York
$754K
HWM
2046
Horizon Wealth Management
Illinois
$754K
GAM
2047
Gould Asset Management
California
$754K
VPP
2048
Vertex Planning Partners
Illinois
$752K
DWM
2049
Dynasty Wealth Management
Florida
$751K
MCA
2050
MSH Capital Advisors
Arizona
$750K