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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
OCM
1301
One Capital Management
California
$2.28M
ORG
1302
Optimist Retirement Group
Washington
$2.27M
AWM
1303
Angeles Wealth Management
California
$2.27M
WPW
1304
Waldron Private Wealth
Pennsylvania
$2.27M
JWA
1305
JFS Wealth Advisors
Pennsylvania
$2.26M
RCG
1306
Regatta Capital Group
California
$2.26M
BIM
1307
Baldwin Investment Management
Pennsylvania
$2.26M
JG
1308
Jain Global
New York
$2.26M
CBT
1309
Crews Bank & Trust
Florida
$2.25M
ST
1310
Sentinel Trust
Texas
$2.25M
BOPW
1311
Brandywine Oak Private Wealth
Pennsylvania
$2.25M
EPAM
1312
Evelyn Partners Asset Management
$2.25M
AIM
1313
Advyzon Investment Management
Illinois
$2.25M
KP
1314
Keel Point
Alabama
$2.25M
QP
1315
Quilter Plc
United Kingdom
$2.25M
NSAM
1316
North Star Asset Management
Wisconsin
$2.25M
CFA
1317
CWS Financial Advisors
Michigan
$2.25M
SIA
1318
Soltis Investment Advisors
Utah
$2.24M
PFBT
1319
Parkside Financial Bank & Trust
Missouri
$2.24M
EAM
1320
Empirical Asset Management
Massachusetts
$2.24M
CWM
1321
Calamos Wealth Management
Illinois
$2.24M
BFA
1322
Beacon Financial Advisory
Ohio
$2.23M
RP
1323
Rice Partnership
Hawaii
$2.22M
PCA
1324
Prosperity Capital Advisors
Ohio
$2.21M
BFC
1325
Bedel Financial Consulting
Indiana
$2.21M