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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
HIP
576
HUB Investment Partners
Texas
$9.93M -$6.63M -21,783 -40%
MWM
577
Modera Wealth Management
New Jersey
$9.92M +$326K +1,070 +3%
CAG
578
Crestwood Advisors Group
Massachusetts
$9.89M +$13.1K +43 +0.1%
NMERB
579
New Mexico Educational Retirement Board
New Mexico
$9.82M -$365K -1,200 -4%
SIG
580
Sky Investment Group
Connecticut
$9.81M -$35K -115 -0.4%
GFG
581
Greystone Financial Group
Michigan
$9.8M +$9.81M +32,238 New
MIA
582
MainStreet Investment Advisors
Illinois
$9.76M -$405K -1,330 -4%
DWM
583
Dakota Wealth Management
Florida
$9.76M -$722K -2,371 -7%
AG
584
Advocate Group
Minnesota
$9.71M +$131K +429 +1%
IEFM
585
IQ EQ Fund Management
Ireland
$9.68M +$578K +1,900 +6%
LC
586
Lincoln Capital
Nebraska
$9.64M -$118K -389 -1%
WCM
587
Whitener Capital Management
North Carolina
$9.61M +$284K +933 +3%
CI Investments Inc
588
CI Investments Inc
Ontario, Canada
$9.59M -$189K -620 -2%
DWP
589
Daymark Wealth Partners
Ohio
$9.57M +$190K +624 +2%
IMRF
590
Illinois Municipal Retirement Fund
Illinois
$9.55M +$17.7K +58 +0.2%
CCM
591
Coldstream Capital Management
Washington
$9.53M +$184K +604 +2%
OAC
592
OMERS Administration Corp
Ontario, Canada
$9.41M
HAI
593
Hennessy Advisors Inc
California
$9.39M -$91.3K -300 -1%
CCS
594
Concentric Capital Strategies
Connecticut
$9.26M +$9.28M +30,484 New
BCM
595
Birmingham Capital Management
Alabama
$9.26M -$429K -1,408 -4%
PFPT
596
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.24M +$87.7K +288 +1%
TRCT
597
Tower Research Capital (TRC)
New York
$9.23M +$3.73M +12,241 +67%
AFG
598
Albion Financial Group
Utah
$9.19M +$253K +832 +3%
CIA
599
Covington Investment Advisors
Pennsylvania
$9.16M +$3.96K +13 +0%
CCFCSB
600
Cape Cod Five Cents Savings Bank
Massachusetts
$9.13M

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.