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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
BF
301
BOK Financial
Oklahoma
$32.9M +$840K +2,759 +3%
CI
302
Conning Inc
Connecticut
$32.8M -$1.28M -4,205 -4%
NA
303
NewEdge Advisors
Louisiana
$32.6M -$5.13M -16,867 -14%
CAM
304
Cresset Asset Management
Illinois
$32.6M +$894K +2,936 +3%
WA
305
Waverly Advisors
Alabama
$32.5M +$2.24M +7,367 +7%
VPIM
306
Vanguard Personalized Indexing Management
California
$32.3M +$320K +1,053 +1%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$32.2M +$2.73M +8,980 +9%
GIA
308
Guyasuta Investment Advisors
Pennsylvania
$32.1M +$32.9K +108 +0.1%
FMLI
309
Fukoku Mutual Life Insurance
Japan
$32M
HIMC
310
Heritage Investors Management Corp
Maryland
$31.9M +$9.44K +31 +0%
LGF
311
LGT Group Foundation
Liechtenstein
$31.8M +$18.4M +60,546 +134%
CGH
312
Crossmark Global Holdings
Texas
$31.8M +$188K +618 +0.6%
CPSAC
313
Chas P. Smith & Associates (CPS)
Florida
$31.6M -$22.3M -73,115 -41%
WP
314
Woodline Partners
California
$31.5M -$2.53M -8,309 -7%
Renaissance Technologies
315
Renaissance Technologies
New York
$31.4M +$3.7M +12,173 +13%
BCIM
316
British Columbia Investment Management
British Columbia, Canada
$31.3M -$2.95M -9,703 -9%
SWP
317
Stratos Wealth Partners
Ohio
$31.1M +$415K +1,365 +1%
GLF
318
Groupe la Francaise
France
$31M +$553K +1,816 +2%
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
$30.7M +$303K +996 +1%
Massachusetts Financial Services
320
Massachusetts Financial Services
Massachusetts
$30.6M +$1.63M +5,340 +6%
FT
321
Fiduciary Trust
Massachusetts
$30.3M +$1.04M +3,405 +4%
ABC
322
Associated Banc-Corp
Wisconsin
$30.3M +$91.6K +301 +0.3%
SCA
323
Stonebridge Capital Advisors
Minnesota
$30.1M +$20.7K +68 +0.1%
MHC
324
Meyer Handelman Company
New York
$30M -$1.37M -4,500 -4%
NCL
325
Nishkama Capital LLC
Puerto Rico
$30M +$30.1M +98,743 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.