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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
EFG
1351
Embree Financial Group
Illinois
$2.15M
ILI
1352
Invesco LLC (Illinois)
Illinois
$2.14M
PWAM
1353
Private Wealth Asset Management
Iowa
$2.14M
IAMOG
1354
Investors Asset Management of Georgia
Georgia
$2.14M
CB
1355
CNB Bank
Pennsylvania
$2.13M
PHS
1356
Pekin Hardy Strauss
Illinois
$2.12M
OTL
1357
Oak Thistle LLC
New York
$2.12M
ATI
1358
Act Two Investors
California
$2.12M
BHC
1359
Bowen Hanes & Co
Florida
$2.12M
CAM
1360
Cozad Asset Management
Illinois
$2.12M
CI
1361
Cigna Investments
Connecticut
$2.12M
VBCG
1362
Valley Brook Capital Group
Pennsylvania
$2.11M
DAM
1363
Delta Asset Management
Tennessee
$2.11M
CAI
1364
Capital Advisors Inc
Oklahoma
$2.11M
NG
1365
Northstar Group
New York
$2.1M
MTC
1366
Matrix Trust Company
Colorado
$2.1M
AWAG
1367
ARS Wealth Advisors Group
Florida
$2.1M
ZIG
1368
Zullo Investment Group
Pennsylvania
$2.1M
KCP
1369
Kera Capital Partners
California
$2.09M
CM
1370
Capula Management
Cayman Islands
$2.09M
3IP
1371
3Chopt Investment Partners
Virginia
$2.08M
AC
1372
Avestar Capital
New York
$2.07M
SW
1373
SkyOak Wealth
Michigan
$2.07M
VWA
1374
Visionary Wealth Advisors
Illinois
$2.05M
HDA
1375
Harold Davidson & Associates
California
$2.04M