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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
BCM
2276
Boltwood Capital Management
California
$562K
PWA
2277
Physician Wealth Advisors
Utah
$562K
CIP
2278
Capital Insight Partners
Arizona
$561K
GPW
2279
Gentry Private Wealth
Kansas
$560K
EBA
2280
Eagle Bay Advisors
New York
$559K
FFG
2281
Fortem Financial Group
California
$559K
RFA
2282
Reyes Financial Architecture
California
$558K
TC
2283
Trilogy Capital
California
$558K
SEA
2284
Stegent Equity Advisors
Texas
$558K
OL
2285
OneFund LLC
Florida
$557K
AIM
2286
Avity Investment Management
Connecticut
$557K
SWGC
2287
Summit Wealth Group (Colorado)
Colorado
$557K
BCM
2288
Bayesian Capital Management
New York
$555K
CWI
2289
Conscious Wealth Investments
Florida
$554K
SHFA
2290
SC&H Financial Advisors
Maryland
$553K
LCM
2291
Laurion Capital Management
New York
$552K
SCM
2292
Stonebridge Capital Management
California
$552K
TC
2293
Tacita Capital
Ontario, Canada
$552K
FWM
2294
FFT Wealth Management
Pennsylvania
$551K
VCM
2295
Vivaldi Capital Management
Illinois
$550K
CFG
2296
Copley Financial Group
California
$549K
BWP
2297
Bernardo Wealth Planning
Pennsylvania
$548K
CSB
2298
City State Bank
Iowa
$548K
OCM
2299
Orion Capital Management
California
$547K
LA
2300
LM Advisors
California
$547K