We are live on ! Find out more
MCD icon

McDonald's

3,559 hedge funds and large institutions have $166B invested in McDonald's in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 1,448 increasing their positions, 1,431 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

0% less funds holding

Funds holding: 3,5613,559 (-2)

4% less call options, than puts

Call options by funds: $2B | Put options by funds: $2.08B

13% less funds holding in top 10

Funds holding in top 10: 4539 (-6)

Holders
3,559
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2B
Puts
$2.08B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
2526
Arkfeld Wealth Strategies
Nebraska
$460K
T
2527
Tableaux
Massachusetts
$460K
ZWA
2528
Zinnia Wealth Advisory
Florida
$459K
AFAS
2529
Acorn Financial Advisory Services
Virginia
$458K
XPN
2530
XY Planning Network
Montana
$458K
FCM
2531
Fell Capital Management
California
$458K
VCM
2532
Virtue Capital Management
Tennessee
$458K
HIM
2533
Hanlon Investment Management
New Jersey
$456K
LWM
2534
LeConte Wealth Management
Tennessee
$455K
EWA
2535
Eagle Wealth Advisors
Connecticut
$455K
OCM
2536
Orion Capital Management
California
$454K
EIA
2537
Edgemoor Investment Advisors
Maryland
$454K
NWMG
2538
National Wealth Management Group
Ohio
$454K
PMFA
2539
Plante Moran Financial Advisors
Michigan
$454K
GAA
2540
Global Assets Advisory
Florida
$453K
CWA
2541
Consilium Wealth Advisory
Texas
$453K
PCM
2542
Poehling Capital Management
Wisconsin
$452K
MMHP
2543
Murphy Middleton Hinkle & Parker
Georgia
$452K
VIP
2544
Value Investment Professionals
New York
$452K
CMA
2545
Cedar Mountain Advisors
Oregon
$451K
TFIPS
2546
Towarzystwo Funduszy Inwestycyjnych PZU SA
$451K
BFG
2547
Beto Financial Group
Idaho
$451K
CFA
2548
Cahill Financial Advisors
Minnesota
$450K
I
2549
INVST
Indiana
$449K
ODIJL
2550
One Day In July LLC
Vermont
$449K