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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
ACM
2851
AUA Capital Management
Pennsylvania
$329K
NRW
2852
Nova R Wealth
Kansas
$329K
CCP
2853
Carmel Capital Partners
California
$329K
LAM
2854
Lifestyle Asset Management
Texas
$328K
FBC
2855
Fairfield, Bush & Co
Connecticut
$328K
CWM
2856
Challenger Wealth Management
California
$327K
AW
2857
Alaethes Wealth
Nevada
$327K
CWM
2858
Cabot Wealth Management
Massachusetts
$326K
RIS
2859
Retirement Income Solutions
Michigan
$326K
TWM
2860
TCFG Wealth Management
California
$326K
TIA
2861
TCFG Investment Advisors
California
$326K
JWM
2862
Jessup Wealth Management
Ohio
$326K
WAM
2863
Walker Asset Management
Missouri
$326K
AWM
2864
Allen Wealth Management
North Carolina
$325K
WIP
2865
WealthCare Investment Partners
Rhode Island
$325K
XSC
2866
X-Square Capital
Puerto Rico
$325K
IWP
2867
Integrity Wealth Partners
California
$325K
OAS
2868
Optivise Advisory Services
Tennessee
$324K
TIM
2869
Tortoise Investment Management
New York
$324K
PB
2870
Prosperity Bancshares
Texas
$324K
CWMS
2871
Cannon Wealth Management Services
North Carolina
$323K
NF
2872
NavPoint Financial
Minnesota
$322K
LFIA
2873
Legacy Financial Independent Advisors
Kentucky
$322K
IAG
2874
Investmark Advisory Group
Connecticut
$322K
KL
2875
KWMG LLC
Kansas
$322K