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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
SIM
3026
SSI Investment Management
California
$268K
EWM
3027
Elevatus Welath Management
New York
$267K
JF
3028
Joule Financial
Kentucky
$267K
SPFA
3029
Summit Place Financial Advisors
New Jersey
$267K
WG
3030
Watchman Group
Texas
$266K
AWM
3031
Ariadne Wealth Management
California
$266K
JAA
3032
Joel Adams & Associates
North Carolina
$266K
OAM
3033
Oberweis Asset Management
Illinois
$266K
RYIA
3034
Roehl & Yi Investment Advisors
Oregon
$266K
BFWA
3035
Benchmark Financial Wealth Advisors
Florida
$265K
IWP
3036
Innova Wealth Partners
Pennsylvania
$265K
HIW
3037
Holos Integrated Wealth
Pennsylvania
$265K
BM
3038
Berman McAleer
Maryland
$265K
PWP
3039
Parkwoods Wealth Partners
New York
$265K
AWA
3040
AmeriServ Wealth Advisors
Pennsylvania
$265K
AWA
3041
A4 Wealth Advisors
North Carolina
$265K
FWP
3042
Forefront Wealth Partners
Texas
$264K
OWA
3043
Octavia Wealth Advisors
Ohio
$264K
SWMP
3044
Signature Wealth Management Partners
New Jersey
$264K
HAFS
3045
Hapanowicz & Associates Financial Services
Pennsylvania
$264K
SWM
3046
Shrier Wealth Management
California
$264K
CWA
3047
Clarity Wealth Advisors
California
$263K
GFG
3048
Greenbush Financial Group
New York
$263K
AA
3049
Auxano Advisors
Washington
$262K
WIM
3050
Warwick Investment Management
Texas
$262K