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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
BFA
1501
Brown Financial Advisors
Ohio
$1.73M
BWP
1502
Barlow Wealth Partners
Kentucky
$1.72M
SIS
1503
Sound Income Strategies
Florida
$1.72M
WC
1504
Westhampton Capital
North Carolina
$1.71M
IP
1505
Investment Partners
Ohio
$1.71M
GA
1506
GoalVest Advisory
New York
$1.71M
SWMG
1507
Signature Wealth Management Group
Georgia
$1.7M
DMBA
1508
Deseret Mutual Benefit Administrators
Utah
$1.7M
FCAS
1509
First Command Advisory Services
Texas
$1.7M
C
1510
Certuity
Florida
$1.7M
TCBWMS
1511
Texas Capital Bank Wealth Management Services
Texas
$1.7M
IIWM
1512
Investment Insight Wealth Management
New York
$1.7M
FLI
1513
Family Legacy Inc
South Carolina
$1.69M
KA
1514
Klingman & Associates
New York
$1.68M
TAP
1515
TSG Advice Partners
Ohio
$1.68M
LI
1516
LRI Investments
Florida
$1.68M
EPW
1517
Evolve Private Wealth
California
$1.68M
SWM
1518
SHP Wealth Management
Massachusetts
$1.68M
HZ
1519
Hixon Zuercher
Ohio
$1.67M
CASB
1520
Cape Ann Savings Bank
Massachusetts
$1.67M
GAG
1521
GM Advisory Group
New York
$1.67M
MA
1522
MONECO Advisors
Connecticut
$1.67M
LWMM
1523
Legacy Wealth Management (Mississippi)
Mississippi
$1.66M
CFMC
1524
Curbstone Financial Management Corp
New Hampshire
$1.66M
PWS
1525
Peloton Wealth Strategists
Indiana
$1.66M