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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
CIAS
3251
CBIZ Investment Advisory Services
Ohio
$114K -$11K -36 -9%
CJ
3252
Caitlin John
Michigan
$112K +$112K +369 New
EP
3253
Essential Partners
California
$111K +$11K +36 +11%
FF
3254
Finley Financial
Nevada
$110K
SC
3255
Stephens Consulting
Michigan
$107K -$45K -148 -30%
CFS
3256
CGC Financial Services
Oregon
$106K
GPFA
3257
Game Plan Financial Advisors
Ohio
$106K
MAM
3258
Morse Asset Management
Connecticut
$106K
SSA
3259
SSA Swiss Advisors
$106K
HB
3260
Horizon Bancorp
Indiana
$105K +$35.9K +118 +52%
WCM
3261
Westend Capital Management
California
$103K
HIIFS
3262
Harel Insurance Investments & Financial Services
Israel
$102K
WA
3263
WPG Advisers
Maryland
$102K -$13.7K -45 -12%
BCM
3264
Blume Capital Management
California
$101K -$13.4K -44 -12%
RBC
3265
Roble Belko & Company
Pennsylvania
$95K +$4.26K +14 +5%
MSG
3266
Main Street Group
Virginia
$94.5K
CG
3267
Curat Global
New Hampshire
$94.2K
RPA
3268
Redwood Park Advisors
California
$93.6K +$304 +1 +0.3%
NCM
3269
Northwest Capital Management
Oregon
$93K -$13.7K -45 -13%
MAM
3270
Meeder Asset Management
Ohio
$92.4K -$913 -3 -1%
AP
3271
Aspect Partners
Virginia
$90.3K -$12.2K -40 -12%
IAS
3272
IMA Advisory Services
Colorado
$88.7K +$30.4K +100 +52%
FS
3273
Financially Speaking
Colorado
$88.7K
LC
3274
Luminist Capital
Michigan
$87.8K
CWM
3275
Consultiva Wealth Management
Puerto Rico
$87.2K

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.