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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
Q1WB
3426
Quest 10 Wealth Builders
Virginia
$59.1K
DI
3427
DAGCO Inc
Ohio
$55.9K
BHWM
3428
Bay Harbor Wealth Management
Maryland
$55.8K
KFP
3429
Kerr Financial Planning
California
$54.7K
NF
3430
Napier Financial
Massachusetts
$53.5K
VWM
3431
Vermillion Wealth Management
Minnesota
$53.1K
FCT
3432
First Community Trust
Iowa
$52.2K
GWSA
3433
Global Wealth Strategies & Associates
Colorado
$52K
TWM
3434
TopTier Wealth Management
Wisconsin
$51.6K
CH
3435
CDKV Holdings
Colorado
$51.3K
CH
3436
Canton Hathaway
Rhode Island
$51.3K
T
3437
Tidemark
California
$51.1K
FLP
3438
Financial Life Planners
Arizona
$50.8K
MAM
3439
Morse Asset Management
Connecticut
$49.7K
DWM
3440
Dogwood Wealth Management
Kansas
$49K
PL
3441
Protective Life
Alabama
$46.9K
ACM
3442
Accent Capital Management
Ohio
$46.6K
TLA
3443
Tanglewood Legacy Advisors
Texas
$46.6K
MSWA
3444
Marshall & Sterling Wealth Advisors
New York
$46.2K
IW
3445
Imprint Wealth
South Carolina
$45.1K
HC
3446
Hara Capital
Washington
$45.1K
KG
3447
Kilter Group
New York
$44.4K
ACA
3448
American Capital Advisory
Idaho
$44.2K
JGCM
3449
Joseph Group Capital Management
Ohio
$44.1K
CIR
3450
Clear Investment Research
Georgia
$43.6K