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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
CL
426
Choreo LLC
Illinois
$17.9M +$163K +534 +0.9%
OIA
427
OneDigital Investment Advisors
Kansas
$17.8M +$2.43M +7,973 +16%
AF
428
Allworth Financial
California
$17.8M +$615K +2,020 +4%
CIS
429
Capital International Sarl
California
$17.7M +$1.12M +3,671 +7%
CA
430
Callahan Advisors
Texas
$17.6M -$40.2K -132 -0.2%
AIM
431
Achmea Investment Management
Netherlands
$17.6M +$307K +1,008 +2%
BFS
432
Bard Financial Services
Connecticut
$17.2M -$30.4K -100 -0.2%
AHB
433
Abner Herrman & Brock
New Jersey
$17.1M +$14K +46 +0.1%
TRSOTSOK
434
Teachers Retirement System of the State of Kentucky
Kentucky
$17.1M
HAG
435
HighPoint Advisor Group
Illinois
$17M +$8.22K +27 +0%
BTW
436
Boston Trust Walden
Massachusetts
$17M -$2.38M -7,821 -12%
BPWM
437
Badgley Phelps Wealth Managers
Washington
$16.9M +$291K +956 +2%
HI
438
Horizon Investments
North Carolina
$16.8M +$5.43M +17,854 +48%
AWM
439
Apollon Wealth Management
South Carolina
$16.7M +$135K +444 +0.8%
MG
440
Mather Group
Illinois
$16.7M +$629K +2,068 +4%
A
441
AustralianSuper
Australia
$16.7M +$15.7M +51,629 +1,509%
SWM
442
Segment Wealth Management
Texas
$16.7M +$119K +392 +0.7%
TF
443
Tompkins Financial
New York
$16.5M -$89.5K -294 -0.5%
BFIM
444
Beese Fulmer Investment Management
Ohio
$16.5M +$341K +1,119 +2%
HTIM
445
Harbour Trust & Investment Management
Indiana
$16.4M -$58.1K -191 -0.4%
MSU
446
Mizuho Securities USA
New York
$16.3M +$779K +2,559 +5%
WTC
447
WhitTier Trust Company
Nevada
$16.2M -$186K -610 -1%
MC
448
Miramar Capital
Illinois
$16.1M +$162K +532 +1%
SIA
449
Sit Investment Associates
Minnesota
$16.1M +$212K +698 +1%
GP
450
Guardian Partners
Canada
$16.1M -$1.22K -4 -0%

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.