Arcos Dorados Holdings

ARCO

Market cap $1.73B

ARCO Hedge Fund Activity: Q1 2026 in Review

161 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Arcos Dorados Holdings (ARCO) for Q1 2026, worth a combined $763M — up 17% from $651M a quarter earlier.

Fund positioning in ARCO was balanced in Q1 2026: 29 funds opened new positions, 29 closed out, 48 added to existing stakes and 49 trimmed.

The largest buyer was SEI Investments, adding an estimated $16.1M. The largest seller was SPX Gestao de Recursos, cutting an estimated $13M.

• 161 institutional investors held Arcos Dorados Holdings (ARCO) as of Q1 2026, down from 163 in Q4 2025.
• Funds reported $763M of Arcos Dorados Holdings stock for Q1 2026, up 17% quarter-over-quarter.
• 29 funds opened new Arcos Dorados Holdings positions in Q1 2026 and 29 closed out, a net change of 0 holders.
• The largest Arcos Dorados Holdings buyer in Q1 2026 was SEI Investments, an estimated $16.1M added.
• The largest Arcos Dorados Holdings seller in Q1 2026 was SPX Gestao de Recursos, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2026.