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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
TVAMP
3101
Tennessee Valley Asset Management Partners
Tennessee
$225K +$225K +739 New
CWA
3102
Cornerstone Wealth Advisors
Minnesota
$224K
AA
3103
Apriem Advisors
California
$224K -$3.04K -10 -1%
EIP
3104
Ellis Investment Partners
Pennsylvania
$224K -$8.83K -29 -4%
REMPR
3105
Roof Eidam Maycock Peralta (REMP)
California
$224K
TWM
3106
Triton Wealth Management
Arizona
$224K +$1.22K +4 +0.5%
FH
3107
Financial Harvest
Florida
$223K -$1.22K -4 -0.5%
SSWG
3108
Seven Springs Wealth Group
Tennessee
$223K
VI
3109
VanderPol Investments
Michigan
$223K -$20.1K -66 -8%
BCPWM
3110
Bradley & Co Private Wealth Management
Florida
$223K
SRWM
3111
Shira Ridge Wealth Management
California
$223K +$8.22K +27 +4%
BWS
3112
Buck Wealth Strategies
Colorado
$222K -$13.7K -45 -6%
ACC
3113
Acorn Creek Capital
Colorado
$222K +$222K +730 New
FC
3114
Financial Council
Maryland
$222K +$8.83K +29 +4%
FWP
3115
Forefront Wealth Partners
Texas
$222K -$136K -446 -38%
KIA
3116
Knollwood Investment Advisory
Maryland
$220K
TCM
3117
Tandem Capital Management
New Jersey
$220K
SWIM
3118
Smallwood Wealth Investment Management
New Jersey
$220K -$913 -3 -0.4%
PWM
3119
Partners Wealth Management
California
$219K -$75.8K -249 -26%
SCA
3120
Southern Capital Advisors
Tennessee
$219K
MWPCG
3121
Measured Wealth Private Client Group
New Hampshire
$218K -$75.2K -247 -26%
AG
3122
AmeriFlex Group
Nevada
$218K -$913 -3 -0.4%
GMFG
3123
Greater Midwest Financial Group
Minnesota
$218K +$1.22K +4 +0.6%
NC
3124
NewSquare Capital
Pennsylvania
$218K +$57.5K +189 +36%
PIMG
3125
Patriot Investment Management Group
Tennessee
$218K -$913 -3 -0.4%

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.