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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
MFT
3076
Moisand Fitzgerald Tamayo
Florida
$232K
BFWA
3077
Benchmark Financial Wealth Advisors
Florida
$231K +$3.35K +11 +1%
LTAS
3078
Linden Thomas Advisory Services
North Carolina
$231K -$2.44K -8 -1%
PCS
3079
Private Client Services
Kentucky
$229K -$105K -345 -31%
PPA
3080
Pacific Point Advisors
California
$229K +$14K +46 +6%
FNC
3081
First National Corp
Massachusetts
$229K -$87.7K -288 -27%
PPG
3082
Peak Planning Group
Colorado
$229K -$304 -1 -0.1%
DI
3083
Disciplined Investors
Texas
$229K +$229K +753 New
MWA
3084
Medallion Wealth Advisors
Connecticut
$229K -$304 -1 -0.1%
BAWM
3085
Bennett Associates Wealth Management
Pennsylvania
$229K +$229K +752 New
SWM
3086
Shepherd Wealth Management
Ohio
$228K
AW
3087
Atlas Wealth
Ohio
$228K -$137K -450 -37%
LFP
3088
Leeward Financial Partners
Washington
$228K
HFBOT
3089
Home Federal Bank of Tennessee
Tennessee
$228K
PGAM
3090
Princeton Global Asset Management
New Jersey
$227K +$304 +1 +0.1%
PWAC
3091
Private Wealth Advisors (California)
California
$227K +$1.52K +5 +0.7%
CI
3092
Ceera Investments
Texas
$227K -$3.04K -10 -1%
MC
3093
Middleton & Co
Massachusetts
$227K
RW
3094
Regimen Wealth
Georgia
$226K -$3.35K -11 -1%
LRWA
3095
Long Run Wealth Advisors
New York
$226K +$1.22K +4 +0.5%
MCM
3096
M1 Capital Management
Michigan
$226K +$226K +743 New
CIG
3097
Cascade Investment Group
Colorado
$226K
DFG
3098
Dynamic Financial Group
Iowa
$225K -$3.04K -10 -1%
AFP
3099
Alpha Financial Partners
Kentucky
$225K +$8.22K +27 +4%
MBI
3100
May Barnhard Investments
Maryland
$225K +$609 +2 +0.3%

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.