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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
HWM
351
HB Wealth Management
Georgia
$26.3M +$1.6M +5,271 +6%
TAM
352
Troy Asset Management
United Kingdom
$26.1M -$296K -971 -1%
AUB
353
Atlantic Union Bankshares
Virginia
$25.8M -$18.6K -61 -0.1%
WIC
354
Willis Investment Counsel
Georgia
$25.8M +$3.35M +10,994 +15%
VHAM
355
Van Hulzen Asset Management
California
$25.6M +$523K +1,720 +2%
DILIC
356
Dai-ichi Life Insurance Company
Japan
$25.3M +$3.23M +10,607 +15%
KCM
357
Kanawha Capital Management
Virginia
$25M -$138K -454 -0.5%
OPERF
358
Oregon Public Employees Retirement Fund
Oregon
$24.8M +$6.06M +19,898 +32%
EF
359
Empowered Funds
Pennsylvania
$24.7M +$8.25M +27,106 +50%
NIM
360
Northeast Investment Management
Massachusetts
$24.7M -$382K -1,254 -2%
OFG
361
Oxford Financial Group
Indiana
$24.4M +$157K +516 +0.6%
DWM
362
Destination Wealth Management
California
$24.1M -$285K -935 -1%
ELC
363
Edgar Lomax Company
Virginia
$24M -$7M -22,995 -23%
AV
364
ASR Vermogensbeheer
Netherlands
$24M -$96.8K -318 -0.4%
CSIC
365
Clifford Swan Investment Counsel
California
$24M -$544K -1,789 -2%
OAM
366
OP Asset Management
$23.9M +$417K +1,370 +2%
CTC
367
Central Trust Company
Missouri
$23.7M +$11.6K +38 +0%
MOACM
368
Mutual of America Capital Management
New York
$23.5M -$1.41M -4,649 -6%
SOADOR
369
State of Alaska Department of Revenue
Alaska
$23.2M -$1.18M -3,876 -5%
CIM
370
Confluence Investment Management
Missouri
$23.2M -$590K -1,937 -2%
ACI
371
Alpha Cubed Investments
California
$23.2M -$967K -3,177 -4%
KIA
372
KCM Investment Advisors
California
$23.1M -$80.7K -265 -0.3%
CA
373
Cornerstone Advisors
North Carolina
$23M
BCM
374
Bridgeway Capital Management
Texas
$22.9M +$1.58M +5,203 +7%
Robeco Institutional Asset Management
375
Robeco Institutional Asset Management
Netherlands
$22.8M -$545K -1,792 -2%

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.