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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
EPW
3351
Evergreen Private Wealth
Colorado
$25.5K +$15.8K +52 +163%
NWM
3352
Nova Wealth Management
Florida
$24.2K -$3.35K -11 -12%
WA
3353
Westfuller Advisors
New York
$23.5K +$23.4K +77 New
MAM
3354
Marquette Asset Management
Minnesota
$22.5K +$22.5K +74 New
PSFG
3355
Park Square Financial Group
Georgia
$21.9K -$801K -2,632 -97%
FFWM
3356
Future Financial Wealth Management
Ohio
$21.5K
Q1WB
3357
Quest 10 Wealth Builders
Virginia
$21.3K -$21.9K -72 -51%
CF
3358
Collier Financial
Colorado
$21.3K +$21.3K +70 New
CFP
3359
Comprehensive Financial Planning
Pennsylvania
$21.2K +$304 +1 +1%
BIM
3360
Breakwater Investment Management
Washington
$20.7K +$1.22K +4 +6%
SC
3361
Steph & Co
Wisconsin
$19.8K +$12.5K +41 +171%
CWIG
3362
Chung Wu Investment Group
Texas
$18.2K
BMC
3363
Bear Mountain Capital
Washington
$17.8K
BFS
3364
Bare Financial Services
Pennsylvania
$17.3K +$3.96K +13 +30%
CI
3365
Clal Insurance
Israel
$17K -$1.22K -4 -7%
PCM
3366
Penserra Capital Management
California
$17K -$913 -3 -5%
KFP
3367
Keener Financial Planning
Texas
$17K
MAS
3368
MPWM Advisory Solutions
Georgia
$16.5K
VWA
3369
Valued Wealth Advisors
Utah
$16.5K -$1.52K -5 -8%
MHIP
3370
Mountain Hill Investment Partners
New Jersey
$16.4K
SHM
3371
Sagard Holdings Management
Ontario, Canada
$16.1K
DEM
3372
Disciplined Equity Management
Florida
$15.5K
FW
3373
Fairway Wealth
Ohio
$15.2K
VWWMG
3374
Vermillion & White Wealth Management Group
Pennsylvania
$15.2K +$15.2K +50 New
PCM
3375
Perritt Capital Management
Illinois
$14.4K

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.