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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
NA
3151
Nautilus Advisors
California
$212K -$20.1K -66 -9%
SCM
3152
Saxony Capital Management
Missouri
$212K -$30.4K -100 -13%
BDPWM
3153
Barnes Dennig Private Wealth Management
Ohio
$212K -$3.65K -12 -2%
SWP
3154
Summit Wealth Partners
Florida
$212K -$13.4K -44 -6%
HCP
3155
Hardin Capital Partners
South Carolina
$211K
PFM
3156
Patton Fund Management
Texas
$211K
MFC
3157
Morris Financial Concepts
South Carolina
$211K -$913 -3 -0.4%
DC
3158
Diametric Capital
Massachusetts
$211K -$13.7K -45 -6%
UCB
3159
United Community Bank
South Carolina
$210K -$61.8K -203 -23%
LFS
3160
Legacy Financial Strategies
Kansas
$210K -$12.8K -42 -6%
MM
3161
Meridian Management
Arkansas
$209K
RSWA
3162
Robinson Smith Wealth Advisors
Maine
$209K -$4.57K -15 -2%
GWA
3163
Gibson Wealth Advisors
Texas
$209K
EWM
3164
Elmwood Wealth Management
California
$208K +$208K +685 New
SWP
3165
Significant Wealth Partners
Illinois
$208K +$208K +684 New
FAC
3166
Financial Advisory Corporation
Michigan
$207K +$208K +682 New
BDF
3167
Black Diamond Financial
Maryland
$206K +$207K +679 New
FGWP
3168
Founders Grove Wealth Partners
Virginia
$206K +$207K +679 New
NC
3169
NovaPoint Capital
Georgia
$206K +$206K +677 New
MCA
3170
Magnolia Capital Advisors
Mississippi
$205K -$17.3K -57 -8%
RWM
3171
Rialto Wealth Management
New York
$205K +$304 +1 +0.1%
AIA
3172
Accelerate Investment Advisors
California
$205K +$205K +675 New
CCIA
3173
Cherry Creek Investment Advisors
Colorado
$205K -$11.9K -39 -5%
GA
3174
GSG Advisors
New Jersey
$205K +$208K +682 New
PAM
3175
Pacific Asset Management
Washington
$204K +$204K +670 New

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.