MCD icon

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
CPA
2151
Capital Performance Advisors
California
$654K
SBWIC
2152
Schaper Benz & Wise Investment Counsel
Wisconsin
$654K
NFTC
2153
North Forty Two & Co
Oregon
$654K
FBFS
2154
First Business Financial Services
Wisconsin
$651K
PAA
2155
Peregrine Asset Advisers
Oregon
$651K
TCWM
2156
Total Clarity Wealth Management
Illinois
$650K
EB
2157
Exchange Bank
California
$649K
SIL
2158
Severin Investments, LLC
Missouri
$648K
SC
2159
Swan Capital
Florida
$647K
TFA
2160
Transamerica Financial Advisors
Florida
$646K
V
2161
ViaWealth
Kansas
$646K
BMO
2162
Beck Mack & Oliver
New York
$644K
SFG
2163
Sovereign Financial Group
Connecticut
$644K
CAM
2164
Clark Asset Management
New Hampshire
$643K
AT
2165
American Trust
Kentucky
$643K
BG
2166
Bollard Group
Massachusetts
$642K
HWP
2167
Hibernia Wealth Partners
Louisiana
$641K
WCM
2168
Winthrop Capital Management
Indiana
$641K
MLFP
2169
MPS Loria Financial Planners
Illinois
$640K
I
2170
InceptionR
California
$640K
CAM
2171
Campion Asset Management
Virginia
$639K
AF
2172
Aldebaran Financial
$639K
FDDB
2173
Fidelity D&D Bancorp
Pennsylvania
$638K
VCAM
2174
Van Cleef Asset Management
Ohio
$638K
GCM
2175
Goldstream Capital Management
Hong Kong
$638K