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
SWM
2226
Stockman Wealth Management
Montana
$592K
AA
2227
Addison Advisors
Vermont
$592K
NB
2228
Northwest Bancshares
Pennsylvania
$591K
FFO
2229
Fiduciary Family Office
Florida
$590K
SPF
2230
South Plains Financial
Texas
$589K
SCP
2231
Sivia Capital Partners
California
$589K
PS
2232
Planned Solutions
California
$589K
OAM
2233
Oxford Asset Management
United Kingdom
$588K
PC
2234
Port Capital
Illinois
$588K
WI
2235
Wedgewood Investors
Pennsylvania
$588K
VFG
2236
Victory Financial Group
Texas
$588K
SAM
2237
Sherman Asset Management
California
$587K
SSWM
2238
Strait & Sound Wealth Management
California
$587K
MW
2239
MBL Wealth
North Carolina
$586K
TSW
2240
Thompson Siegel & Walmsley
Virginia
$585K
GWI
2241
Grace & White Inc
New York
$584K
CI
2242
Cherokee Insurance
Michigan
$584K
SFB
2243
STAR Financial Bank
Indiana
$584K
FFG
2244
Floyd Financial Group
Missouri
$584K
SWP
2245
Strategic Wealth Partners
Ohio
$583K
CIG
2246
Cullen Investment Group
Louisiana
$583K
SHFA
2247
SS&H Financial Advisors
Michigan
$581K
MPW
2248
MASECO Private Wealth
$581K
HP
2249
Hilltop Partners
Indiana
$581K
OCG
2250
Opus Capital Group
Ohio
$581K