We are live on ! Find out more
MCD icon

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
TM
1076
Taproot Management
New York
$3.36M
MNBTD
1077
Moody National Bank Trust Division
Texas
$3.36M
S
1078
SimplyRich
California
$3.36M
NEAM
1079
New England Asset Management
Connecticut
$3.35M
KJWM
1080
Kiley Juergens Wealth Management
Washington
$3.34M
DCM
1081
Delta Capital Management
New Jersey
$3.33M
FI
1082
Finivi Inc
Massachusetts
$3.33M
MFS
1083
Mattson Financial Services
Michigan
$3.33M
RMAM
1084
Raab & Moskowitz Asset Management
New Jersey
$3.33M
WJWM
1085
Williams Jones Wealth Management
New York
$3.32M
FWM
1086
Finer Wealth Management
Massachusetts
$3.32M
ACP
1087
Aviance Capital Partners
Florida
$3.32M
RLH
1088
RD Lewis Holdings
Florida
$3.32M
CWM
1089
Chesapeake Wealth Management
Virginia
$3.32M
CNBTD
1090
Citizens National Bank Trust Department
Mississippi
$3.32M
VWM
1091
Vertrix Wealth Management
Michigan
$3.3M
FDS
1092
Freedom Day Solutions
Texas
$3.29M
PWP
1093
Private Wealth Partners
California
$3.29M
ATC
1094
Adirondack Trust Company
New York
$3.29M
DEA
1095
DoubleLine ETF Adviser
Florida
$3.29M
SIC
1096
SJS Investment Consulting
Ohio
$3.28M
GWMR
1097
GC Wealth Management RIA
Massachusetts
$3.27M
HA
1098
Huntleigh Advisors
Missouri
$3.27M
QPBE
1099
Quintet Private Bank (Europe)
Luxembourg
$3.27M
TWIM
1100
TIAA Wealth Investment Management
New York
$3.26M