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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
TFG
2051
Taylor Financial Group
Virginia
$749K
QP
2052
Quartz Partners
New York
$747K
LOIP
2053
Live Oak Investment Partners
Texas
$746K
EA
2054
Everpar Advisors
Oklahoma
$746K
LWM
2055
Lakeridge Wealth Management
Ohio
$745K
ALA
2056
Atlas Legacy Advisors
California
$744K
SG
2057
Somerset Group
Minnesota
$743K
NPPM
2058
North Point Portfolio Managers
Ohio
$743K
VPF
2059
Vantage Point Financial
Illinois
$737K
CMI
2060
Clare Market Investments
Texas
$736K
SIA
2061
Schear Investment Advisers
Ohio
$736K
GG
2062
Gleason Group
Kentucky
$734K
MM
2063
MQS Management
New York
$734K
HAS
2064
Holland Advisory Services
Florida
$733K
PWM
2065
PBMares Wealth Management
Virginia
$732K
CP
2066
Creekside Partners
California
$731K
ACA
2067
Ackerman Capital Advisors
Texas
$728K
YIM
2068
Yoffe Investment Management
Pennsylvania
$726K
PAM
2069
PCG Asset Management
New Jersey
$725K
MAG
2070
Mayfair Advisory Group
Alabama
$723K
TFG
2071
Tilson Financial Group
New Jersey
$721K
SFSG
2072
Sound Financial Strategies Group
Mississippi
$720K
CCFM
2073
Clear Creek Financial Management
Washington
$720K
CWMK
2074
Caliber Wealth Management (Kansas)
Kansas
$719K
WWG
2075
West Wealth Group
California
$718K