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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
LAM
3401
Lummis Asset Management
Texas
$83.3K
MNA
3402
Manning & Napier Advisors
New York
$80.5K
NWS
3403
Nvest Wealth Strategies
Ohio
$79.9K
KAS
3404
Kemnay Advisory Services
New York
$78.9K
QL
3405
Quarry LP
New York
$78.6K
GFA
3406
Gladwyn Financial Advisors
Virginia
$78.6K
WSA
3407
Wealth Science Advisors
Georgia
$78.2K
SVWA
3408
Sarver Vrooman Wealth Advisors
Missouri
$75.8K
PF
3409
PlanVest Financial
Maryland
$75K
PS
3410
Pinney & Scofield
Massachusetts
$74.3K
WA
3411
Walsh & Associates
Florida
$71.8K
POIA
3412
Pin Oak Investment Advisors
Texas
$71K
BSC
3413
Brown Shipley & Co
United Kingdom
$69.6K
CIAS
3414
CBIZ Investment Advisory Services
Ohio
$67.8K
BWAM
3415
Boyd Watterson Asset Management
Ohio
$67.1K
GIM
3416
Groesbeck Investment Management
New Jersey
$67K
CW
3417
CrossGen Wealth
North Carolina
$66.6K
MWM
3418
Magnolia Wealth Management
Alabama
$65.9K
CFM
3419
Cornerstone Financial Management
Massachusetts
$65K
SFS
3420
Sunrise Financial Services
Washington
$64.3K
MSG
3421
Main Street Group
Virginia
$64K
KOCAA
3422
Knights of Columbus Asset Advisors
Connecticut
$62.2K
SA
3423
SRH Advisors
Kansas
$62.2K
DAM
3424
Davis Asset Management
California
$62.2K
GWS
3425
Greykasell Wealth Strategies
California
$62.1K