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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
EWP
2751
E-Wealth Partners
Minnesota
$363K
CGH
2752
CMG Global Holdings
Texas
$363K
EC
2753
EdgeRock Capital
Colorado
$363K
CPWL
2754
Coquina Private Wealth LLC
Florida
$362K
GCP
2755
Guardian Capital (Pennsylvania)
Pennsylvania
$361K
MWP
2756
Meredith Wealth Planning
Illinois
$360K
PWA
2757
Phoenix Wealth Advisors
North Carolina
$360K
SFS
2758
Symphony Financial Services
Ohio
$359K
BBA
2759
Braun-Bostich & Associates
Pennsylvania
$359K
SCG
2760
Sonata Capital Group
Washington
$358K
CG
2761
Clarus Group
Texas
$358K
TCM
2762
Tufton Capital Management
Maryland
$358K
WAM
2763
Worth Asset Management
Texas
$357K
MWA
2764
Motive Wealth Advisors
Michigan
$357K
LF
2765
LifeSteps Financial
California
$356K
JJBC
2766
James J. Burns & Company
New York
$356K
SWA
2767
Strategic Wealth Advisors
Arizona
$356K
PCMC
2768
Paragon Capital Management (Colorado)
Colorado
$356K
AIFAIM
2769
American Institute for Advanced Investment Management
Arizona
$356K
KW
2770
KWB Wealth
California
$356K
CFGSD
2771
Compass Financial Group (South Dakota)
South Dakota
$355K
AWM
2772
Accel Wealth Management
Iowa
$355K
TI
2773
Truepoint Inc
Ohio
$355K
ALC
2774
Alexander Labrunerie & Co
Missouri
$355K
AFS
2775
Access Financial Services
Minnesota
$355K