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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
OP
2401
ORG Partners
Indiana
$493K
EIG
2402
Ellenbecker Investment Group
Wisconsin
$493K
RCM
2403
Raleigh Capital Management
North Carolina
$492K
SFP
2404
Sandbox Financial Partners
Maryland
$491K
TWA
2405
Talisman Wealth Advisors
New Jersey
$490K
FDS
2406
First Dallas Securities
Texas
$489K
MWM
2407
McMill Wealth Management
Nebraska
$489K
UWPG
2408
Ullmann Wealth Partners Group
Florida
$489K
PCMC
2409
Paragon Capital Management (Colorado)
Colorado
$489K
BF
2410
bLong Financial
Tennessee
$488K
BWA
2411
BlueChip Wealth Advisors
Georgia
$488K
CWM
2412
Crowley Wealth Management
Delaware
$488K
SMWM
2413
Silvia McColl Wealth Management
California
$486K
MDA
2414
Minot DeBlois Advisors
Massachusetts
$486K
TCM
2415
TruNorth Capital Management
Michigan
$486K
MFA
2416
Millington Financial Advisors
Illinois
$485K
EA
2417
Enclave Advisors
Texas
$485K
MMHP
2418
Murphy Middleton Hinkle & Parker
Georgia
$484K
CCM
2419
Crew Capital Management
Ohio
$483K
JSL
2420
JT Stratford LLC
Georgia
$482K
OFP
2421
OFC Financial Planning
New Jersey
$482K
PWP
2422
Perfromance Wealth Partners
Illinois
$481K
RS
2423
Rakuten Securities
Japan
$479K
CG
2424
CFO4Life Group
Texas
$478K
FPGK
2425
Financial Partners Group (Kansas)
Kansas
$478K