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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
JSAM
1951
J. Safra Asset Management
New York
$928K
BWA
1952
Blodgett Wealth Advisors
California
$927K
MCM
1953
Maple Capital Management
Vermont
$927K
DC
1954
DeDora Capital
California
$927K
WDC
1955
Woodward Diversified Capital
California
$925K
WAS
1956
Westco Advisory Services
New York
$925K
BCM
1957
Brasada Capital Management
Texas
$924K
FA
1958
Faithward Advisors
Pennsylvania
$923K
LIA
1959
LS Investment Advisors
Michigan
$923K
YDMI
1960
Y.D. More Investments
Israel
$923K
SCI
1961
Stableford Capital II
Arizona
$922K
RA
1962
RiverPark Advisors
New York
$922K
CP
1963
Canopy Partners
Ohio
$921K
CST
1964
Charles Schwab Trust
Nevada
$921K
EA
1965
Everpar Advisors
Oklahoma
$920K
RBFC
1966
Roman Butler Fullerton & Co
Missouri
$915K
BWM
1967
BigSur Wealth Management
Florida
$914K
WMA
1968
Wealth Management Associates
New Jersey
$909K
OWA
1969
Oak Wealth Advisors
Illinois
$908K
PCS
1970
Personal CFO Solutions
New Jersey
$907K
TT
1971
TI-Trust
Illinois
$907K
RIG
1972
Renaissance Investment Group
Massachusetts
$906K
TC
1973
Truvestments Capital
Florida
$905K
GPA
1974
Garrison Point Advisors
California
$905K
BMC
1975
Benin Management Corp
Connecticut
$903K