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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
EOJOAM
601
E. Ohman J:or Asset Management
Sweden
$9.08M
UCFA
602
United Capital Financial Advisors
Texas
$9.07M +$542K +1,782 +6%
MCM
603
Mattern Capital Management
Colorado
$9.05M -$53K -174 -0.6%
VCM
604
Voleon Capital Management
California
$9.02M +$6.66M +21,887 +280%
OAM
605
Ostrum Asset Management
France
$8.97M +$1.94M +6,386 +28%
1SB
606
1ST Source Bank
Indiana
$8.94M -$124K -409 -1%
BCV
607
Banque Cantonale Vaudoise
Switzerland
$8.88M -$86.1K -283 -1%
BP
608
Baypointe Partners
Connecticut
$8.86M +$2.79M +9,167 +46%
IMC Chicago
609
IMC Chicago
Illinois
$8.84M -$13.3M -43,563 -60%
SW
610
SteelPeak Wealth
California
$8.78M +$1.13M +3,725 +15%
EDRH
611
Edmond de Rothschild Holding
Switzerland
$8.78M +$207K +680 +2%
FNB
612
Farmers National Bank
Kentucky
$8.77M +$1.02M +3,357 +13%
TFA
613
Toth Financial Advisory
Virginia
$8.76M +$102K +334 +1%
HH
614
Hilltop Holdings
Texas
$8.74M +$18.6K +61 +0.2%
LCM
615
Logan Capital Management
Pennsylvania
$8.69M +$114K +376 +1%
AG
616
AIA Group
Hong Kong
$8.69M +$3.32M +10,895 +62%
O
617
Ossiam
France
$8.68M +$3.93M +12,926 +83%
WS
618
Wedbush Securities
California
$8.65M +$939K +3,086 +12%
LOAMS
619
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.65M -$4.12M -13,523 -32%
VA
620
VestGen Advisors
Illinois
$8.63M +$1.17M +3,828 +16%
GLA
621
Great Lakes Advisors
Illinois
$8.55M +$5.38M +17,673 +169%
LWL
622
Leo Wealth LLC
Texas
$8.52M -$322K -1,058 -4%
LFAS
623
Level Four Advisory Services
Texas
$8.51M +$221K +727 +3%
SFI
624
Siemens Fonds Invest
Germany
$8.5M +$541K +1,778 +7%
CCWM
625
Cassaday & Co Wealth Management
Virginia
$8.49M -$7.3K -24 -0.1%

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.