Arcos Dorados Holdings
ARCO
176 hedge funds and large institutions have $774M invested in Arcos Dorados Holdings in 2026 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 16 closing their positions.
125% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 16
68% more call options, than puts
Call options by funds: $335K | Put options by funds: $199K
15% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 48
9% more funds holding
Funds holding: 161 → 176 (+15)
2.75% more ownership
Funds ownership: 70.75% → 73.5% (+2.7%)
1% more capital invested
Capital invested by funds: $763M → $774M (+$11.4M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$23.1M |
| 2 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$16.9M |
| 3 |
Lazard Asset Management
New York
|
+$13.1M |
| 4 |
Millennium Management
New York
|
+$11M |
| 5 |
Jane Street
New York
|
+$6.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$14.1M |
| 2 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$12.5M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10.3M |
| 4 |
Renaissance Technologies
New York
|
-$4.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.85M |
ARCO Hedge Fund Activity: Q2 2026 in Review
176 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Arcos Dorados Holdings (ARCO) for Q2 2026, worth a combined $774M — up 1.5% from $763M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ARCO positions and 16 closed out — a net gain of 20 holders — while 55 added to existing stakes and 48 trimmed.
The largest buyer was American Century Companies, opening a new position worth an estimated $23.1M. The largest seller was SEI Investments, cutting an estimated $14.1M.
- 176 institutional investors held Arcos Dorados Holdings (ARCO) as of Q2 2026, up from 161 in Q1 2026.
- Funds reported $774M of Arcos Dorados Holdings stock for Q2 2026, up 1.5% quarter-over-quarter.
- 36 funds opened new Arcos Dorados Holdings positions in Q2 2026 and 16 closed out, a net change of +20 holders.
- The largest Arcos Dorados Holdings buyer in Q2 2026 was American Century Companies, an estimated $23.1M added.
- The largest Arcos Dorados Holdings seller in Q2 2026 was SEI Investments, an estimated $14.1M sold.
Based on aggregated 13F filings for Q2 2026.