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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
CCP
2101
Carmel Capital Partners
California
$699K
RWA
2102
Redhawk Wealth Advisors
Minnesota
$698K
GWM
2103
Greenwich Wealth Management
Connecticut
$696K
OFS
2104
Oldfather Financial Services
Nebraska
$696K
SPWG
2105
Syntegra Private Wealth Group
Missouri
$695K
BSSFA
2106
Baron Silver Stevens Financial Advisors
Florida
$694K
SMA
2107
Seven Mile Advisory
New Jersey
$694K
WP
2108
WealthPLAN Partners
Nebraska
$693K
FAN
2109
Financial Advisors Network
California
$690K
LPAM
2110
Lodestar Private Asset Management
California
$689K
SCP
2111
Silverleafe Capital Partners
Tennessee
$687K
AWM
2112
Aprio Wealth Management
Georgia
$686K
RWP
2113
Ridgecrest Wealth Partners
California
$686K
KA
2114
Kozak & Associates
Colorado
$684K
HIM
2115
Hillsdale Investment Management
Ontario, Canada
$684K
SOS
2116
Silver Oak Securities
Tennessee
$683K
SWM
2117
Seed Wealth Management
Illinois
$681K
HAM
2118
Harmony Asset Management
Arizona
$681K
WHG
2119
Westwood Holdings Group
Texas
$680K
CHJWM
2120
Carlton Hofferkamp & Jenks Wealth Management
Texas
$679K
SFG
2121
Seamount Financial Group
Colorado
$679K
TA
2122
TFB Advisors
Kansas
$678K
SAM
2123
Sompo Asset Management
Japan
$678K
DCA
2124
DSG Capital Advisors
Minnesota
$676K
CCA
2125
Clearwater Capital Advisors
Illinois
$675K