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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
WWA
3301
Wingate Wealth Advisors
Massachusetts
$200K
FWA
3302
Flagship Wealth Advisors
Massachusetts
$196K
CA
3303
Cache Advisors
California
$196K
IRC
3304
Investors Research Corp
Georgia
$196K
DF
3305
Dunhill Financial
United Kingdom
$191K
MUMSS
3306
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K
EWM
3307
Evolution Wealth Management
Florida
$189K
P
3308
Palladiem
Pennsylvania
$188K
IWP
3309
IAG Wealth Partners
Wisconsin
$187K
LFA
3310
Longview Financial Advisors
Alabama
$186K
Cohen & Steers
3311
Cohen & Steers
New York
$186K
PTFIS
3312
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$186K
FGA
3313
Fortis Group Advisors
New Jersey
$181K
AWM
3314
Abound Wealth Management
Tennessee
$181K
MS
3315
Monetary Solutions
Ohio
$177K
DWM
3316
Darwin Wealth Management
Florida
$176K
SFAM
3317
Sawyer Falduto Asset Management
Illinois
$176K
FPF
3318
First Pacific Financial
Washington
$176K
AG
3319
AmeriFlex Group
Nevada
$174K
IRAG
3320
Investment Research & Advisory Group
Georgia
$173K
PWMG
3321
Private Wealth Management Group
New Jersey
$172K
1CP
3322
1015 Capital Partners
Pennsylvania
$169K
SHIM
3323
Stone House Investment Management
Pennsylvania
$167K
CCMW
3324
Cypress Capital Management (Wyoming)
Wyoming
$166K
BAM
3325
Bellevue Asset Management
Washington
$162K