We are live on ! Find out more
MCD icon

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
PPC
3376
Park Place Capital
Alabama
$14.3K -$18.6K -61 -56%
CWA
3377
Carolina Wealth Advisors
South Carolina
$12.5K
CIM
3378
Contravisory Investment Management
Massachusetts
$12.2K +$8.83K +29 +264%
CTC
3379
Corundum Trust Company
South Dakota
$11.9K +$11.9K +39 New
DRP
3380
Decker Retirement Planning
Utah
$10.6K -$15.2K -50 -59%
1IA
3381
1620 Investment Advisors
Massachusetts
$10K
JFG
3382
JDM Financial Group
Texas
$10K
NWMP
3383
Noble Wealth Management PBC
Colorado
$10K +$10K +33 New
FIM
3384
FWL Investment Management
Texas
$9.12K +$9.13K +30 New
BHWM
3385
Bay Harbor Wealth Management
Maryland
$8.81K +$1.52K +5 +21%
NMG
3386
New Millennium Group
Utah
$7.9K
SR
3387
Syntax Research
Florida
$7.6K
RTL
3388
Red Tortoise LLC
Georgia
$7.3K
WW
3389
Winnow Wealth
Texas
$6.99K +$7K +23 New
CWM
3390
Cedar Wealth Management
California
$6.6K
GK
3391
Graney & King
New York
$6.49K
BWM
3392
Bernard Wealth Management
Michigan
$6.08K
PC
3393
Promus Capital
Illinois
$5.47K
HFS
3394
Horizon Financial Services
North Carolina
$5.47K +$3.04K +10 +125%
TFG
3395
Team Financial Group
California
$5.33K +$304 +1 +6%
FF
3396
Friedenthal Financial
New Jersey
$5.17K -$50.2K -165 -91%
MFG
3397
Mendota Financial Group
Wisconsin
$4.86K
PS
3398
PayPay Securities
Japan
$4.65K +$304 +1 +7%
CW
3399
Curio Wealth
Maryland
$4.56K
SMFG
3400
Sumitomo Mitsui Financial Group
Japan
$4.54K -$2.44K -8 -35%

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.