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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
BWA
3126
BlueSky Wealth Advisors
North Carolina
$218K +$218K +717 New
RPGNY
3127
Retirement Planning Group (New York)
New York
$218K
PWP
3128
Parkwoods Wealth Partners
New York
$218K +$1.83K +6 +0.8%
SWA
3129
Safir Wealth Advisors
New Hampshire
$217K -$63.3K -208 -23%
SFA
3130
Seneca Financial Advisors
New York
$217K
FFA
3131
Fi3 Financial Advisors
Indiana
$217K +$218K +715 New
SHFP
3132
Second Half Financial Partners
Florida
$216K +$2.13K +7 +1%
OWM
3133
OneAscent Wealth Management
Alabama
$215K
C
3134
Covestor
United Kingdom
$215K -$39.3K -129 -15%
AFWM
3135
AMJ Financial Wealth Management
Virginia
$215K -$169K -556 -44%
GRQ
3136
Gardner Russo & Quinn
Pennsylvania
$214K
FFG
3137
Fortress Financial Group
Minnesota
$214K +$1.22K +4 +0.6%
BC
3138
Barrett & Company
Rhode Island
$214K -$55.7K -183 -21%
SW
3139
StrongBox Wealth
Missouri
$214K +$214K +704 New
RWS
3140
Resolute Wealth Strategies
Mississippi
$214K -$63.9K -210 -23%
RFA
3141
ROI Financial Advisors
Oregon
$214K -$35.6K -117 -14%
CFO
3142
Custos Family Office
Texas
$214K +$214K +703 New
FWA
3143
Flagship Wealth Advisors
Massachusetts
$214K +$9.44K +31 +5%
LGA
3144
Lebenthal Global Advisors
New York
$213K -$8.83K -29 -4%
SIM
3145
Studio Investment Management
Illinois
$213K
MWM
3146
Manske Wealth Management
Texas
$213K
WIM
3147
Waverton Investment Management
United Kingdom
$213K
GKIM
3148
GW&K Investment Management
Massachusetts
$213K +$18K +59 +9%
AIM
3149
Access Investment Management
Georgia
$213K
FIBT
3150
First International Bank & Trust
North Dakota
$212K -$25.3K -83 -11%

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.