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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
SIM
2126
Sentry Investment Management
Wisconsin
$675K
PCA
2127
Prosperity Capital Advisors
Ohio
$674K
NWAG
2128
Net Worth Advisory Group
Utah
$673K
GCIA
2129
Gabelli & Co Investment Advisers
New York
$672K
LWM
2130
Lodestone Wealth Management
Washington
$671K
BTD
2131
BankPlus Trust Department
Mississippi
$671K
BCM
2132
Brooktree Capital Management
Michigan
$671K
HI
2133
Human Investing
Oregon
$671K
TNA
2134
True North Advisors
Texas
$669K
LSIA
2135
LaSalle St. Investment Advisors
Illinois
$668K
GPW
2136
Gray Private Wealth
Massachusetts
$667K
WC
2137
Whitney & Co
New York
$666K
CRWM
2138
Castle Rock Wealth Management
California
$666K
FCM
2139
Fire Capital Management
California
$665K
SWM
2140
Silverlake Wealth Management
Vermont
$663K
WSC
2141
Wellington Shields & Co
New York
$662K
VIPI
2142
Vista Investment Partners II
Indiana
$661K
CIA
2143
Cladis Investment Advisory
Montana
$661K
OF
2144
Optimize Financial
California
$659K
TTIC
2145
Tower Trust & Investment Company
Iowa
$658K
BI
2146
Bolthouse Investments
California
$658K
RIS
2147
Richmond Investment Services
Wisconsin
$658K
LWAM
2148
Legacy Wealth Asset Management
Minnesota
$657K
BI
2149
Ballast Inc
Kentucky
$656K
SIC
2150
Sterling Investment Counsel
New York
$655K