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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
OWA
3526
Opal Wealth Advisors
New York
-$92.6K -317 Closed
MS
3527
Marshall & Sullivan
Washington
-$89.7K -307 Closed
AAM
3528
Alphadyne Asset Management
New York
-$80.4K -264 Closed
RAM
3529
Riggs Asset Management
Pennsylvania
-$71.3K -244 Closed
BFP
3530
Briaud Financial Planning
Texas
-$65K -225 Closed
KIM
3531
Kestra Investment Management
Texas
-$62.2K -199 Closed
CCM
3532
Carderock Capital Management
Maryland
-$51.1K -175 Closed
NIM
3533
Nexus Investment Management
Ontario, Canada
-$40.9K -140 Closed
MAWAG
3534
Mid-American Wealth Advisory Group
Missouri
-$35.6K -122 Closed
LFA
3535
Legend Financial Advisors
Pennsylvania
-$31.9K -109 Closed
TCM
3536
Traub Capital Management
Massachusetts
-$29.2K -100 Closed
GC
3537
GFG Capital
Florida
-$28.6K -98 Closed
KWM
3538
Kiker Wealth Management
Georgia
-$27.9K -96 Closed
WCM
3539
WealthTrak Capital Management
Virginia
-$12.3K -42 Closed
IMC
3540
Investment Management Corporation
Virginia
-$4.38K -15 Closed
AS
3541
Altshuler Shaham
Israel
-$3.8K -13 Closed
AIA
3542
Aventus Investment Advisors
Florida
-$3.51K -12 Closed
RI
3543
Ridgewood Investments
New Jersey
-$2.04K -7 Closed
RF
3544
Robbins Farley
New Hampshire
-$1.17K -4 Closed
KIG
3545
Kessler Investment Group
Indiana
-$292 -1 Closed

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.