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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
WFM
1576
Wolff Financial Management
Michigan
$1.54M
AIA
1577
AssuredPartners Investment Advisors
Florida
$1.53M
EWM
1578
Evermay Wealth Management
Virginia
$1.53M
GEA
1579
Glen Eagle Advisors
New Jersey
$1.53M
BOJHT
1580
Bank of Jackson Hole Trust
Wyoming
$1.53M
KSB
1581
Kennebec Savings Bank
Maine
$1.53M
MCCP
1582
Mission Creek Capital Partners
California
$1.53M
KPWG
1583
KFA Private Wealth Group
Virginia
$1.52M
RC
1584
Rexford Capital
Texas
$1.52M
CWM
1585
Connecticut Wealth Management
Connecticut
$1.52M
CPW
1586
Cove Private Wealth
New York
$1.52M
IF
1587
Ironwood Financial
Arizona
$1.52M
SAM
1588
S.A. Mason
Michigan
$1.51M
DFA
1589
Delta Financial Advisors
Louisiana
$1.51M
PIA
1590
Pinion Investment Advisors
Kansas
$1.51M
SWA
1591
SFMG Wealth Advisors
Texas
$1.51M
MCM
1592
Mill Capital Management
North Carolina
$1.51M
DWM
1593
Drive Wealth Management
Utah
$1.51M
LMFP
1594
Larry Mathis Financial Planning
Arizona
$1.5M
AMCA
1595
Arthur M. Cohen & Associates
Illinois
$1.5M
BHBT
1596
Burke & Herbert Bank & Trust
Virginia
$1.5M
BWM
1597
BKM Wealth Management
Wisconsin
$1.5M
SACTSONJ
1598
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.5M
BPW
1599
BlueDoor Private Wealth
Massachusetts
$1.49M
DDC
1600
DF Dent & Co
Maryland
$1.49M