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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
MSWA
3301
Marshall & Sterling Wealth Advisors
New York
$56.7K -$1.52K -5 -3%
DI
3302
DAGCO Inc
Ohio
$54.7K
AWM
3303
AllSquare Wealth Management
New York
$52.6K
FCT
3304
First Community Trust
Iowa
$51.1K
CH
3305
Canton Hathaway
Rhode Island
$50K
CCM
3306
Cloud Capital Management
Washington
$50K +$50.5K +166 New
FLP
3307
Financial Life Planners
Arizona
$49.1K +$49.3K +162 New
T
3308
Tidemark
California
$49K
MNA
3309
Manning & Napier Advisors
New York
$48.3K +$48.4K +159 New
HHMI
3310
Howard Hughes Medical Institute
Maryland
$46.8K
KG
3311
Kilter Group
New York
$46.5K +$2.13K +7 +5%
TCM
3312
TD Capital Management
Tennessee
$46.4K +$304 +1 +0.7%
AWM
3313
Accredited Wealth Management
Kentucky
$45.9K -$3.65K -12 -8%
ACM
3314
Accent Capital Management
Ohio
$45.6K
TLA
3315
Tanglewood Legacy Advisors
Texas
$45.6K
BI
3316
Binnacle Investments
Iowa
$45.6K -$913 -3 -2%
AWM
3317
Activest Wealth Management
Florida
$45K +$1.83K +6 +4%
KPP
3318
Kings Path Partners
Texas
$44.7K
HC
3319
Hara Capital
Washington
$44.1K
PMIM
3320
Prudent Man Investment Management
Colorado
$43.5K
RWA
3321
Redmont Wealth Advisors
Illinois
$43.5K
CIR
3322
Clear Investment Research
Georgia
$42.6K +$10K +33 +31%
VWM
3323
Vermillion Wealth Management
Minnesota
$42.6K -$27.7K -91 -39%
LWMI
3324
Legacy Wealth Management (Idaho)
Idaho
$39.8K +$14K +46 +54%
GA
3325
Guerra Advisors
Florida
$39.8K +$39.9K +131 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.