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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
RFA
2676
Resurgent Financial Advisors
Georgia
$386K
FHC
2677
First Heartland Consultants
Missouri
$386K
TPWA
2678
Twin Peaks Wealth Advisors
California
$385K
TA
2679
TrueWealth Advisors
Alabama
$385K
SFSG
2680
Sound Financial Strategies Group
Mississippi
$385K
SCM
2681
Sunbeam Capital Management
Georgia
$385K
PAM
2682
Peak Asset Management
Colorado
$384K
LRIA
2683
Leonard Rickey Investment Advisors
Washington
$384K
PJWM
2684
Philip James Wealth Mangement
Georgia
$384K
MP
2685
Moment Partners
California
$384K
LCS
2686
Levin Capital Strategies
New York
$384K
SLC
2687
Second Line Capital
Louisiana
$383K
SLWA
2688
San Luis Wealth Advisors
California
$383K
SPAS
2689
Spectrum Planning & Advisory Services
California
$383K
CS
2690
Capital Square
Tennessee
$383K
AWMT
2691
AAFMAA Wealth Management & Trust
North Carolina
$382K
NECFA
2692
New England Capital Financial Advisors
Connecticut
$382K
CIC
2693
Chase Investment Counsel
Virginia
$381K
SAM
2694
Satovsky Asset Management
New York
$381K
IAP
2695
Indie Asset Partners
Indiana
$381K
AWA
2696
Alaska Wealth Advisors
Alaska
$381K
CA
2697
Carson Advisory
Georgia
$381K
B
2698
Bayban
Minnesota
$380K
GCM
2699
G2 Capital Management
Ohio
$380K
DCBT
2700
Dakota Community Bank & Trust
North Dakota
$380K