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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
LA
951
Legacy Advisors
Pennsylvania
$4.13M
CTA
952
Clear Trail Advisors
Texas
$4.13M
VWM
953
Valley Wealth Managers
New Jersey
$4.12M
FCBT
954
First Citizens Bank & Trust
North Carolina
$4.11M
SG
955
StoneX Group
New York
$4.11M
AC
956
Apella Capital
Connecticut
$4.1M
IFG
957
Independent Financial Group
California
$4.09M
JF
958
Jericho Financial
Ohio
$4.09M
GIP
959
Greatmark Investment Partners
Georgia
$4.08M
IAM
960
Infusive Asset Management
New York
$4.07M
SSWM
961
Smith Salley Wealth Management
North Carolina
$4.06M
HIC
962
Holderness Investments Company
North Carolina
$4.06M
BTI
963
Blue Trust Inc
Georgia
$4.06M
CRC
964
Curi RMB Capital
Illinois
$4.06M
GCM
965
Gables Capital Management
Florida
$4.06M
API
966
Asset Planning Inc
California
$4.05M
EGA
967
Eagle Global Advisors
Texas
$4.04M
TPA
968
Trivium Point Advisory
Connecticut
$4.03M
HVP
969
Hudson Value Partners
Florida
$4.02M
WIM
970
Walsky Investment Management
Pennsylvania
$4.02M
VAS
971
Valicenti Advisory Services
New York
$4.01M
CBA
972
Coastal Bridge Advisors
Connecticut
$4M
CBB
973
Citizens Business Bank
California
$4M
SS
974
Sunbelt Securities
Texas
$4M
CIA
975
Cohen Investment Advisors
New Hampshire
$3.99M