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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
MT
201
Midwest Trust
Kansas
$65M +$28.3K +93 +0%
WHG
202
Westwood Holdings Group
Texas
$65M +$64.4M +211,672 +9,096%
Verition Fund Management
203
Verition Fund Management
Connecticut
$64.9M +$27.7M +90,965 +74%
SO
204
STRS Ohio
Ohio
$64.9M -$1.8M -5,930 -3%
WG
205
Welch Group
Alabama
$63.7M +$1.15M +3,770 +2%
ASRS
206
Arizona State Retirement System
Arizona
$63.5M -$64.2K -211 -0.1%
VF
207
Vest Financial
Virginia
$63.4M +$5.97M +19,631 +10%
EIP
208
Epoch Investment Partners
New York
$62.5M -$2.59M -8,507 -4%
JSSH
209
J. Safra Sarasin Holding
$61.9M +$2.53M +8,317 +4%
HPC
210
HM Payson & Co
Maine
$61.2M +$1.5M +4,933 +3%
CFA
211
Capstone Financial Advisors
Illinois
$60.9M -$1.71M -5,616 -3%
ACM
212
Advisors Capital Management
New Jersey
$60.7M +$2.51M +8,260 +4%
LOIM
213
Liberty One Investment Management
Illinois
$60.4M +$29M +95,251 +92%
FAF
214
Fjarde Ap-fonden
Sweden
$60.3M -$1.07M -3,500 -2%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$60.2M +$1.88M +6,161 +3%
Daiwa Securities Group
216
Daiwa Securities Group
Japan
$59.9M +$1.21M +3,976 +2%
ORIO
217
Old Republic International (ORI)
Illinois
$59.6M
SOMRS
218
State of Michigan Retirement System
Michigan
$58.7M -$426K -1,400 -0.7%
GC
219
Guggenheim Capital
Illinois
$57.4M +$5.22M +17,148 +10%
Allspring Global Investments
220
Allspring Global Investments
North Carolina
$57.2M +$8.51M +27,947 +17%
BOH
221
Bank of Hawaii
Hawaii
$56.9M -$25.9K -85 -0%
BPCE
222
Bank Pictet & Cie (Europe)
Germany
$56.7M -$591K -1,941 -1%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$56.1M -$108K -356 -0.2%
SEI Investments
224
SEI Investments
Pennsylvania
$56.1M +$1.19M +3,913 +2%
AA
225
ALPS Advisors
Colorado
$55.9M +$3.27M +10,730 +6%

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.