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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
XWL
2576
XXI Wealth LLC
Illinois
$439K
GWA
2577
Gratus Wealth Advisors
Virginia
$439K
WTFG
2578
Wood Tarver Financial Group
Idaho
$439K
PIFP
2579
Partners in Financial Planning
Virginia
$439K
FOA
2580
Five Oceans Advisors
California
$439K
GHAM
2581
Gilman Hill Asset Management
Connecticut
$438K
OBWG
2582
Onyx Bridge Wealth Group
New York
$438K
GTAM
2583
Global Trust Asset Management
Florida
$438K
GA
2584
Greenspring Advisors
Maryland
$438K
SWM
2585
Seed Wealth Management
Illinois
$438K
BRWM
2586
Blue Rock Wealth Management
North Carolina
$436K
NI
2587
Natural Investments
California
$435K
5NPW
2588
55 North Private Wealth
Florida
$434K
LFG
2589
Lazard Frères Gestion
France
$432K
4WM
2590
4J Wealth Management
Virginia
$431K
CWMP
2591
Clarion Wealth Managment Partners
Virginia
$431K
FAM
2592
Flaharty Asset Management
Florida
$430K
MTC
2593
McDaniel Terry & Co
Texas
$430K
EBSAM
2594
Eubel Brady & Suttman Asset Management
Ohio
$430K
PD
2595
Planning Directions
Pennsylvania
$430K
IPA
2596
Investment Planning Advisors
Georgia
$428K
SA
2597
SL Advisors
New Jersey
$427K
JCM
2598
Jag Capital Management
Missouri
$427K
STA
2599
Smith Thornton Advisors
Alabama
$426K
BWM
2600
Blossom Wealth Management
California
$426K