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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
SWRP
3076
Summit Wealth & Retirement Planning
California
$256K
OCWP
3077
Owl Creek Wealth Partners
Colorado
$256K
RWM
3078
RBA Wealth Management
California
$256K
NQWM
3079
Northwest Quadrant Wealth Management
Oregon
$256K
FA
3080
Fiducient Advisors
Illinois
$256K
MAG
3081
MRA Advisory Group
New Jersey
$255K
MCM
3082
Mendel Capital Management
Arkansas
$255K
WAOI
3083
Wealth Advisors of Iowa
Iowa
$254K
EWP
3084
Equity Wealth Partners
Missouri
$254K
PA
3085
Powerhouse Assets
Massachusetts
$254K
RPGNY
3086
Retirement Planning Group (New York)
New York
$254K
MF
3087
Montis Financial
Massachusetts
$254K
CSIA
3088
Conrad Siegel Investment Advisors
Pennsylvania
$254K
PCTC
3089
Perkins Coie Trust Company
Washington
$254K
SFPG
3090
Stonebridge Financial Planning Group
Florida
$254K
AFP
3091
Alpha Financial Partners
Kentucky
$254K
TCMP
3092
Thrive Capital Management (Pennsylvania)
Pennsylvania
$253K
PWS
3093
Proactive Wealth Strategies
Georgia
$253K
CMBA
3094
C.M. Bidwell & Associates
Hawaii
$253K
RA
3095
Rockingstone Advisors
Massachusetts
$253K
FPW
3096
Flywheel Private Wealth
California
$253K
SWM
3097
Stronghold Wealth Management
Florida
$253K
SA
3098
Stewardship Advisors
Pennsylvania
$252K
FPTW
3099
Franklin, Parlapiano, Turner & Welch
Texas
$252K
KOC
3100
Koss-Olinger Consulting
Florida
$251K