We are live on ! Find out more
MCD icon

McDonald's

3,560 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, 1,449 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: 3,5623,560 (-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
3,560
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
KFA
2826
Kapstone Financial Advisors
Ohio
$336K
EA
2827
Eclectic Associates
California
$336K
RFA
2828
RTD Financial Advisors
Pennsylvania
$335K
BPFA
2829
Barnes Pettey Financial Advisors
Mississippi
$335K
BWM
2830
BNC Wealth Management
Oregon
$335K
RWA
2831
Reicon Wealth Advisors
Georgia
$335K
SWP
2832
SIMA Wealth Partners
Virginia
$334K
MFS
2833
Madrona Financial Services
Washington
$334K
GWAG
2834
Garrett Wealth Advisory Group
Texas
$333K
SFG
2835
Shum Financial Group
California
$332K
LWM
2836
Level Wealth Management
North Carolina
$332K
GSIAS
2837
Garden State Investment Advisory Services
New Jersey
$332K
HIG
2838
Heritage Investment Group
Florida
$332K
HI
2839
Hoey Investments
Pennsylvania
$332K
PA
2840
Planning Alternatives
Michigan
$332K
RBWA
2841
RFG - Bristol Wealth Advisors
Massachusetts
$331K
NOI
2842
Newton One Investments
Delaware
$331K
PWC
2843
Pathfinder Wealth Consulting
North Carolina
$330K
BMA
2844
Brooks Moore & Associates
Tennessee
$330K
CMP
2845
Christine Messmer PC
Pennsylvania
$330K
BWP
2846
BSW Wealth Partners
Colorado
$330K
SAM
2847
Sompo Asset Management
Japan
$329K
TIA
2848
Trust Investment Advisors
Indiana
$329K
CW
2849
Code Waechter
Florida
$329K
BAM
2850
Byrne Asset Management
New Jersey
$329K