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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
JAFL
2351
Jay A. Fishman Ltd
Michigan
$522K
JCM
2352
J2 Capital Management
Michigan
$520K
AIA
2353
Arbor Investment Advisors
North Carolina
$518K
FWM
2354
Fingerlakes Wealth Management
New York
$518K
IWB
2355
Innovative Wealth Building
Maryland
$518K
CWP
2356
Core Wealth Partners
California
$518K
1WM
2357
1900 Wealth Management
Texas
$518K
DA
2358
Detalus Advisors
Missouri
$518K
IFU
2359
iSAM Funds (UK)
United Kingdom
$517K
FWP
2360
Falcon Wealth Planning
California
$517K
NPFS
2361
Novak & Powell Financial Services
Florida
$517K
SAM
2362
Shikiar Asset Management
New York
$517K
RF
2363
Rossby Financial
Florida
$515K
QPWM
2364
Quadrant Private Wealth Management
Pennsylvania
$515K
LA
2365
Latitude Advisors
Florida
$515K
GF
2366
GGM Financials
Ohio
$514K
WWA
2367
Wealth Watch Advisors
Colorado
$514K
VP
2368
Verum Partners
North Carolina
$512K
MTWM
2369
Masso Torrence Wealth Management
New Jersey
$512K
DLCIG
2370
D.L. Carlson Investment Group
New Hampshire
$510K
LD
2371
Lipe & Dalton
New York
$509K
PJWM
2372
Philip James Wealth Mangement
Georgia
$508K
AWM
2373
Affinity Wealth Management
Delaware
$508K
SP
2374
Symmetry Partners
Connecticut
$508K
JSAM
2375
J. Safra Asset Management
New York
$507K