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