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McDonald's

3,355 hedge funds and large institutions have $152B invested in McDonald's in 2025 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 1,346 increasing their positions, 1,362 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,355
Holders Change
-16
Holders Change %
-0.47%
% of All Funds
44.96%
Holding in Top 10
44
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-30.16%
% of All Funds
0.59%
New
177
Increased
1,346
Reduced
1,362
Closed
130
Calls
$2.63B
Puts
$2.64B
Net Calls
-$3.88M
Net Calls Change
-$254M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
2051
PBMares Wealth Management
Virginia
$732K -$4.38K -15 -0.6%
CP
2052
Creekside Partners
California
$731K -$23.1K -79 -3%
ACA
2053
Ackerman Capital Advisors
Texas
$728K +$6.14K +21 +0.9%
YIM
2054
Yoffe Investment Management
Pennsylvania
$726K
PAM
2055
PCG Asset Management
New Jersey
$725K -$38K -130 -5%
MAG
2056
Mayfair Advisory Group
Alabama
$723K -$62.9K -206 -8%
TFG
2057
Tilson Financial Group
New Jersey
$721K
SFSG
2058
Sound Financial Strategies Group
Mississippi
$720K +$12K +41 +2%
CCFM
2059
Clear Creek Financial Management
Washington
$720K +$80.3K +275 +13%
CWMK
2060
Caliber Wealth Management (Kansas)
Kansas
$719K +$119K +408 +20%
WWG
2061
West Wealth Group
California
$718K +$2.46K +8 +0.3%
CA
2062
Crewe Advisors
Utah
$717K -$39.7K -136 -5%
FFM
2063
Fullerton Fund Management
Singapore
$717K +$717K +2,454 New
FPWM
2064
FSB Premier Wealth Management
Iowa
$716K -$97.9K -335 -12%
ML
2065
McAdam LLC
Pennsylvania
$716K +$38.3K +131 +6%
LFP
2066
Lakeshore Financial Planning
Michigan
$714K +$4.38K +15 +0.6%
ATC
2067
Advantage Trust Company
Kansas
$714K -$14.6K -50 -2%
CUAMC
2068
China Universal Asset Management Company
China
$713K -$872K -2,986 -55%
ORC
2069
O'Rourke & Company
Massachusetts
$712K +$1.17K +4 +0.2%
MCCA
2070
Mill Creek Capital Advisors
Pennsylvania
$711K -$132K -453 -16%
PCP
2071
Proficio Capital Partners
Massachusetts
$710K +$31.3K +107 +5%
W
2072
Wealthquest
Ohio
$710K -$25.1K -86 -3%
CWA
2073
CM Wealth Advisors
Ohio
$709K -$30.4K -104 -4%
SPL
2074
Smart Portfolios LLC
Washington
$709K -$4.38K -15 -0.6%
LP
2075
LMR Partners
United Kingdom
$706K +$510K +1,747 +261%