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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
BIA
3276
Bell Investment Advisors
California
$84.5K -$5.17K -17 -6%
SVCP
3277
Silicon Valley Capital Partners
California
$83.8K -$6.39K -21 -7%
LAM
3278
Lummis Asset Management
Texas
$83.6K
GFWA
3279
Grey Fox Wealth Advisors
Delaware
$82.1K +$82.2K +270 New
DWS
3280
Dynamic Wealth Strategies
California
$81.1K
IWM
3281
IMG Wealth Management
Florida
$80.2K
BWAM
3282
Boyd Watterson Asset Management
Ohio
$78.1K -$8.22K -27 -10%
SVWA
3283
Sarver Vrooman Wealth Advisors
Missouri
$76K
ORAM
3284
One River Asset Management
Connecticut
$75.7K +$76.1K +250 New
CIA
3285
Cape Investment Advisory
Georgia
$75.7K -$187K -616 -71%
FWM
3286
FSA Wealth Management
Massachusetts
$75.7K -$5.48K -18 -7%
PS
3287
Pinney & Scofield
Massachusetts
$74.5K -$1.52K -5 -2%
PWA
3288
Principia Wealth Advisory
Texas
$71.1K +$609 +2 +0.9%
POIA
3289
Pin Oak Investment Advisors
Texas
$69K
BSC
3290
Brown Shipley & Co
United Kingdom
$68.1K
CA
3291
Centerpoint Advisors
Massachusetts
$67K +$11.6K +38 +21%
PW
3292
Pandora Wealth
Illinois
$63.2K
KOCAA
3293
Knights of Columbus Asset Advisors
Connecticut
$60.8K
SA
3294
SRH Advisors
Kansas
$60.8K
PWM
3295
Peck Wealth Management
New York
$60.8K +$60.9K +200 New
GWS
3296
Greykasell Wealth Strategies
California
$60.6K +$8.83K +29 +17%
GWSA
3297
Global Wealth Strategies & Associates
Colorado
$60.5K -$10.3K -34 -15%
IW
3298
Imprint Wealth
South Carolina
$60.2K +$60.3K +198 New
AEPWM
3299
Atlantic Edge Private Wealth Management
Florida
$58.3K
KFP
3300
Kerr Financial Planning
California
$56.8K +$56.6K +186 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.