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McDonald's

3,416 hedge funds and large institutions have $155B invested in McDonald's in 2025 Q3 according to their latest regulatory filings, with 183 funds opening new positions, 1,443 increasing their positions, 1,293 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 128

12% more repeat investments, than reductions

Existing positions increased: 1,443 | Existing positions reduced: 1,293

2% more call options, than puts

Call options by funds: $2.78B | Put options by funds: $2.71B

0% less funds holding

Funds holding: 3,4173,416 (-1)

2% less capital invested

Capital invested by funds: $159B → $155B (-$3.28B)

2.99% less ownership

Funds ownership: 74.71%71.72% (-3%)

11% less funds holding in top 10

Funds holding in top 10: 4540 (-5)

Holders
3,416
Holders Change
-1
Holders Change %
-0.03%
% of All Funds
44.82%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.52%
New
183
Increased
1,443
Reduced
1,293
Closed
128
Calls
$2.78B
Puts
$2.71B
Net Calls
+$67.2M
Net Calls Change
+$71.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3051
Austin Wealth Management
Texas
$240K -$43.8K -144 -16%
NCTC
3052
New Covenant Trust Company
Indiana
$239K -$5.17K -17 -2%
JF
3053
JSF Financial
California
$238K -$43.5K -143 -15%
WIM
3054
Warwick Investment Management
Texas
$238K +$9.74K +32 +4%
UFPG
3055
United Financial Planning Group
New York
$238K +$238K +783 New
MCM
3056
Morton Capital Management
California
$238K -$57.8K -190 -20%
CB
3057
Chris Bulman
California
$237K +$25K +82 +12%
TP
3058
Tranquility Partners
Tennessee
$237K +$1.83K +6 +0.8%
DPI
3059
Diversified Portfolios Inc
Michigan
$236K -$598K -1,965 -72%
BFS
3060
Beacon Financial Strategies
North Carolina
$236K
CV
3061
Counterweight Ventures
North Carolina
$236K -$91.3K -300 -28%
WFG
3062
Wills Financial Group
Virginia
$236K
CWA
3063
Clarity Wealth Advisors
California
$235K +$5.17K +17 +2%
PA
3064
Prism Advisors
California
$235K
CIA
3065
CCM Investment Advisers
South Carolina
$235K +$235K +772 New
SA
3066
Sylvest Advisors
Texas
$234K
MGWA
3067
Monument Group Wealth Advisors
Massachusetts
$234K -$72.4K -238 -24%
NFG
3068
Northeast Financial Group
Pennsylvania
$234K -$3.35K -11 -1%
AIM
3069
Aigen Investment Management
New York
$234K -$5.74M -18,866 -96%
PCWA
3070
Pacific Capital Wealth Advisors
California
$234K +$2.74K +9 +1%
DWM
3071
DecisionMap Wealth Management
Virginia
$233K -$17.7K -58 -7%
NRW
3072
Nova R Wealth
Kansas
$233K -$119K -390 -34%
EL
3073
EWA LLC
Pennsylvania
$233K +$5.48K +18 +2%
KLCM
3074
KG&L Capital Management
Louisiana
$233K
KTM
3075
Keeler Thomas Management
Utah
$232K -$16.7K -55 -7%

MCD Hedge Fund Activity: Q3 2025 in Review

3,416 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q3 2025, worth a combined $155B — down 2.1% from $159B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new MCD positions and 128 closed out — a net gain of 55 holders — while 1,443 added to existing stakes and 1,293 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $437M. The largest seller was Broadwater Capital, cutting an estimated $1.82B.

  • 3,416 institutional investors held McDonald's (MCD) as of Q3 2025, down from 3,417 in Q2 2025.
  • Funds reported $155B of McDonald's stock for Q3 2025, down 2.1% quarter-over-quarter.
  • 183 funds opened new McDonald's positions in Q3 2025 and 128 closed out, a net change of +55 holders.
  • The largest McDonald's buyer in Q3 2025 was T. Rowe Price Associates, an estimated $437M added.
  • The largest McDonald's seller in Q3 2025 was Broadwater Capital, an estimated $1.82B sold.

Based on aggregated 13F filings for Q3 2025.