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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
YCG
3176
Yeomans Consulting Group
Georgia
$203K -$913 -3 -0.4%
BCM
3177
Boreal Capital Management
Florida
$203K +$5.17K +17 +3%
Aristotle Capital Management
3178
Aristotle Capital Management
California
$202K +$203K +666 New
FP
3179
Fiduciary Planning
Florida
$202K +$202K +665 New
FL
3180
FreeGulliver LLC
Louisiana
$202K +$202K +664 New
LFA
3181
LGT Financial Advisors
Texas
$202K +$609 +2 +0.3%
PWA
3182
PCG Wealth Advisors
Kansas
$201K +$202K +663 New
AIC
3183
Argus Investors Counsel
New York
$201K -$458K -1,505 -69%
CA
3184
Cannon Advisors
North Carolina
$201K +$199K +655 New
CWG
3185
Crown Wealth Group
North Carolina
$201K +$201K +661 New
PA
3186
Planning Alternatives
Michigan
$201K -$17.7K -58 -8%
TA
3187
Tactive Advisors
Florida
$201K +$201K +661 New
VCM
3188
Virtue Capital Management
Tennessee
$201K +$605K +1,988 +198%
FC
3189
Fusion Capital
South Carolina
$200K +$204K +671 New
CIAM
3190
Caitong International Asset Management
Hong Kong
$199K +$68.2K +224 +52%
MWM
3191
Mascoma Wealth Management
New Hampshire
$199K -$12.5K -41 -6%
UOTTAIMCU
3192
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$194K +$195K +640 New
HBW
3193
Hazlett, Burt & Watson
West Virginia
$190K -$16.7K -55 -8%
IRAG
3194
Investment Research & Advisory Group
Georgia
$188K +$1.22K +4 +0.7%
QL
3195
Quarry LP
New York
$184K -$249K -819 -57%
FFA
3196
Frazier Financial Advisors
Ohio
$184K -$32.3K -106 -15%
TCA
3197
Trifecta Capital Advisors
Illinois
$184K +$68.8K +226 +60%
Cohen & Steers
3198
Cohen & Steers
New York
$182K
SCA
3199
Stuart Chaussee & Associates
California
$181K
FPF
3200
First Pacific Financial
Washington
$179K +$913 +3 +0.5%

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.