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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 %
DIM
2076
Delta Investment Management
California
$705K +$292 +1 +0%
TI
2077
tru Independence
Oregon
$705K +$1.75K +6 +0.2%
WAG
2078
Winthrop Advisory Group
Massachusetts
$705K -$58.1K -199 -8%
PWM
2079
Prentice Wealth Management
New York
$704K -$16.9K -58 -2%
MPIA
2080
Mountain Pacific Investment Advisers
Idaho
$704K
VAM
2081
Verity Asset Management
North Carolina
$703K -$759K -2,598 -52%
AWM
2082
Aberdeen Wealth Management
Illinois
$702K
SFG
2083
SNS Financial Group
Minnesota
$702K +$1.46K +5 +0.2%
TA
2084
TCM Advisors
West Virginia
$701K -$812K
LSV Asset Management
2085
LSV Asset Management
Illinois
$701K
JWWM
2086
Johnson & White Wealth Management
Pennsylvania
$700K +$30.7K +105 +5%
CCP
2087
Carmel Capital Partners
California
$699K +$877 +3 +0.1%
RWA
2088
Redhawk Wealth Advisors
Minnesota
$698K -$292 -1 -0%
GWM
2089
Greenwich Wealth Management
Connecticut
$696K +$5.26K +18 +0.8%
OFS
2090
Oldfather Financial Services
Nebraska
$696K -$23.1K -79 -3%
SPWG
2091
Syntegra Private Wealth Group
Missouri
$695K -$8.47K -29 -1%
BSSFA
2092
Baron Silver Stevens Financial Advisors
Florida
$694K +$64.3K +220 +10%
SMA
2093
Seven Mile Advisory
New Jersey
$694K -$21.9K -75 -3%
WP
2094
WealthPLAN Partners
Nebraska
$693K +$65.8K +225 +10%
FAN
2095
Financial Advisors Network
California
$690K +$174K +595 +34%
LPAM
2096
Lodestar Private Asset Management
California
$689K +$30.4K +104 +5%
SCP
2097
Silverleafe Capital Partners
Tennessee
$687K
AWM
2098
Aprio Wealth Management
Georgia
$686K -$134K -459 -16%
RWP
2099
Ridgecrest Wealth Partners
California
$686K +$4.09K +14 +0.6%
KA
2100
Kozak & Associates
Colorado
$684K +$4.1K +14 +0.6%