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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
BONST
1401
Bank of Nova Scotia Trust
Ontario, Canada
$1.98M
WG
1402
Wealth Group
North Carolina
$1.97M
RCM
1403
RB Capital Management
Nevada
$1.97M
IIM
1404
InTrack Investment Management
Vermont
$1.97M
OPW
1405
Oxler Private Wealth
New York
$1.97M
WA
1406
Wealth Alliance
New York
$1.97M
EFA
1407
Evernest Financial Advisors
Indiana
$1.97M
PFGIA
1408
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M
FCFC
1409
First Commonwealth Financial Corp
Pennsylvania
$1.97M
SFA
1410
Souders Financial Advisors
Ohio
$1.96M
PWAM
1411
Pinnacle West Asset Management
Wyoming
$1.96M
RCWM
1412
Royal Capital Wealth Management
Indiana
$1.96M
SWM
1413
Spire Wealth Management
Virginia
$1.96M
CPBTD
1414
Central Pacific Bank - Trust Division
Hawaii
$1.95M
WB
1415
Webster Bank
Connecticut
$1.95M
CIP
1416
Convergence Investment Partners
Florida
$1.95M
PWG
1417
Portside Wealth Group
Utah
$1.95M
SJIM
1418
St. Johns Investment Management
Florida
$1.95M
CBT
1419
CoreFirst Bank & Trust
Kansas
$1.95M
KAS
1420
KPP Advisory Services
Kentucky
$1.94M
MFG
1421
Magnus Financial Group
New York
$1.94M
DA
1422
Denali Advisors
California
$1.93M
CLA
1423
Carnegie Lake Advisors
New Jersey
$1.93M
IWM
1424
Iams Wealth Management
Nebraska
$1.93M
UOTTAIMCU
1425
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.92M