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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
BCWM
376
Bartlett & Co Wealth Management
Ohio
$22.6M -$1.93M -6,336 -8%
ADEF
377
Adams Diversified Equity Fund
Maryland
$22.6M +$2.71M +8,900 +14%
BFA
378
Beaumont Financial Advisors
Massachusetts
$22.6M -$336K -1,104 -1%
WDA
379
Wendell David Associates
New Hampshire
$22.6M -$12.8K -42 -0.1%
MAM
380
Martingale Asset Management
Massachusetts
$22.5M +$21.2M +69,591 +1,568%
AP
381
Americana Partners
Texas
$22.2M +$217K +712 +1%
Wealthfront Advisers
382
Wealthfront Advisers
California
$22.2M +$1.68M +5,506 +8%
Hudson Bay Capital Management
383
Hudson Bay Capital Management
Connecticut
$22.1M +$9.69M +31,834 +78%
JCM
384
Janney Capital Management
Pennsylvania
$22.1M +$249K +817 +1%
ETC
385
Exchange Traded Concepts
Oklahoma
$22M +$20.5M +67,519 +1,351%
CAM
386
Close Asset Management
United Kingdom
$21.9M -$6.16M -20,248 -22%
FHC
387
First Horizon Corporation
Tennessee
$21.6M +$21.6M +71,091 New
EMPI
388
Elo Mutual Pension Insurance
Finland
$21.5M +$614K +2,017 +3%
Balyasny Asset Management
389
Balyasny Asset Management
Illinois
$21.5M -$123M -405,495 -85%
SI
390
Stephens Inc
Arkansas
$21.1M +$424K +1,394 +2%
Jane Street
391
Jane Street
New York
$21M -$164M -539,868 -89%
PWP
392
Principle Wealth Partners
Connecticut
$20.7M -$10K -33 -0%
FNT
393
First National Trust
Pennsylvania
$20.7M -$1.14M -3,743 -5%
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$20.7M -$856K -2,814 -4%
BFA
395
Bragg Financial Advisors
North Carolina
$20.6M +$58.1K +191 +0.3%
EPIM
396
Evelyn Partners Investment Management
$20.5M -$16.2M -53,329 -44%
TBA
397
Tower Bridge Advisors
Pennsylvania
$20.4M +$17.7K +58 +0.1%
HPG
398
Harvest Portfolios Group
Ontario, Canada
$20.3M +$2.7M +8,855 +15%
Macquarie Group
399
Macquarie Group
Australia
$20.3M -$1.67M -5,483 -8%
WT
400
Whittier Trust
California
$20.3M -$883K -2,901 -4%

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.