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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
TPWA
2426
TRUE Private Wealth Advisors
Oregon
$477K
AIA
2427
AIMZ Investment Advisors
California
$475K
WFAG
2428
Worth Financial Advisory Group
North Carolina
$475K
NFA
2429
Northwest Financial Advisors
Virginia
$475K
CWMGO
2430
Capstone Wealth Management Group (Oregon)
Oregon
$475K
PIA
2431
Perennial Investment Advisors
California
$474K
CH
2432
Cromwell Holdings
Wyoming
$474K
NFW
2433
Noble Family Wealth
Florida
$473K
CFS
2434
Commonwealth Financial Services
West Virginia
$472K
CWM
2435
Chemistry Wealth Management
New York
$472K
MIP
2436
Marietta Investment Partners
Wisconsin
$471K
OLVIG
2437
Oliver Lagore Vanvalin Investment Group
Michigan
$471K
BWL
2438
Bogart Wealth LLC
Virginia
$471K
PIFP
2439
Partners in Financial Planning
Virginia
$471K
JBA
2440
Johnson Bixby & Associates
Washington
$470K
IPWA
2441
International Private Wealth Advisors
California
$469K
BWM
2442
Baron Wealth Management
Michigan
$469K
AI
2443
Atom Investors
Texas
$468K
AT
2444
Arlington Trust
Alabama
$468K
OL
2445
Optas LLC
Texas
$467K
EWA
2446
EQ Wealth Advisors
Texas
$467K
LT
2447
Legacy Trust
Michigan
$467K
FWA
2448
FSM Wealth Advisors
Ohio
$467K
KCFA
2449
Key Client Fiduciary Advisors
New Jersey
$467K
LJAC
2450
L.J. Altfest & Co
New York
$467K