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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
ZAM
2301
Zevin Asset Management
Massachusetts
$547K
LB
2302
Legacy Bridge
Iowa
$547K
OAM
2303
Occidental Asset Management
California
$547K
BWA
2304
Bordeaux Wealth Advisors
California
$547K
BWM
2305
BCGM Wealth Management
Indiana
$545K
BAM
2306
BOS Asset Management
Illinois
$544K
B
2307
Barings
North Carolina
$543K
CAS
2308
CTC Alternative Strategies
Illinois
$543K
OCPWS
2309
One Charles Private Wealth Services
Massachusetts
$543K
AFG
2310
ABLE Financial Group
Arizona
$543K
SPA
2311
Sentinel Pension Advisors
Massachusetts
$543K
AL
2312
Aspiriant LLC
California
$542K
S
2313
Sunpointe
Missouri
$541K
HFS
2314
Hoge Financial Services
Pennsylvania
$540K
ACM
2315
Allred Capital Management
Texas
$539K
CFO
2316
CVA Family Office
Colorado
$539K
GTAM
2317
Global Trust Asset Management
Florida
$538K
CIS
2318
Connors Investor Services
Pennsylvania
$538K
CL
2319
CSS LLC
Illinois
$538K
PD
2320
Planning Directions
Pennsylvania
$537K
LI
2321
LifeWealth Investments
Florida
$536K
FFO
2322
Fortitude Family Office
Arizona
$536K
VIA
2323
Victrix Investment Advisors
Florida
$536K
1WA
2324
180 Wealth Advisors
Washington
$536K
RCM
2325
Riverpark Capital Management
New York
$534K