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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
HFS
3201
Hopwood Financial Services
Virginia
$179K -$3.04K -10 -2%
FGA
3202
Fortis Group Advisors
New Jersey
$177K
PA
3203
Pineridge Advisors
Missouri
$172K +$609 +2 +0.4%
PWMG
3204
Private Wealth Management Group
New Jersey
$172K -$5.48K -18 -3%
DWM
3205
Darwin Wealth Management
Florida
$171K +$609 +2 +0.4%
IWP
3206
IAG Wealth Partners
Wisconsin
$166K +$304 +1 +0.2%
SHIM
3207
Stone House Investment Management
Pennsylvania
$162K +$1.22K +4 +0.8%
PP
3208
Pacifica Partners
Canada
$162K +$3.96K +13 +2%
AWM
3209
Abound Wealth Management
Tennessee
$160K +$6.7K +22 +4%
XC
3210
XY Capital
Hong Kong
$160K +$160K +525 New
BAM
3211
Bellevue Asset Management
Washington
$158K +$304 +1 +0.2%
RFG
3212
REAP Financial Group
Texas
$154K +$21K +69 +16%
RF
3213
Robinswood Financial
Washington
$153K
WPWM
3214
Western Pacific Wealth Management
Illinois
$152K +$609 +2 +0.4%
CCMW
3215
Cypress Capital Management (Wyoming)
Wyoming
$152K
LFASL
3216
Lugano Financial Advisors SA (LFA)
Switzerland
$152K
BDL
3217
Banque de Luxembourg
Luxembourg
$151K -$24.3K -80 -14%
HHGA
3218
Halbert Hargrove Global Advisors
California
$150K +$117K +384 +352%
MLA
3219
MB, Levis & Associates
Pennsylvania
$150K -$99.8K -328 -40%
HIMS
3220
Hager Investment Management Services
New Hampshire
$149K +$304 +1 +0.2%
ETS
3221
ESL Trust Services
New York
$149K +$10K +33 +7%
MCA
3222
Maryland Capital Advisors
Maryland
$146K
GAG
3223
Goodman Advisory Group
Massachusetts
$146K -$194K -638 -57%
RWS
3224
Retirement Wealth Solutions
Wisconsin
$145K +$304 +1 +0.2%
CFS
3225
Compass Financial Services
Iowa
$144K +$913 +3 +0.6%

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.