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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
ACM
2001
Advance Capital Management
Michigan
$883K
OTPPB
2002
Ontario Teachers' Pension Plan Board
Ontario, Canada
$882K
TC
2003
Trilogy Capital
California
$882K
CWA
2004
CM Wealth Advisors
Ohio
$880K
LOWM
2005
Laurel Oak Wealth Management
New Jersey
$876K
BCP
2006
Blackhawk Capital Partners
Wisconsin
$876K
TFA
2007
Transamerica Financial Advisors
Florida
$874K
CRIG
2008
Charter Research & Investment Group
Connecticut
$870K
SIP
2009
Snowwater Investment Partners
Connecticut
$870K
TIAA Trust, National Association
2010
TIAA Trust, National Association
North Carolina
$870K
WCM
2011
Winebrenner Capital Management
Kentucky
$865K
IA
2012
Intellus Advisors
Florida
$864K
CWM
2013
Cahaba Wealth Management
Georgia
$863K
ZIC
2014
ZWJ Investment Counsel
Georgia
$862K
WF
2015
WoodTrust Financial
Wisconsin
$858K
ML
2016
McAdam LLC
Pennsylvania
$855K
FCCM
2017
First City Capital Management
Georgia
$849K
SEIA
2018
Signature Estate & Investment Advisors
California
$849K
AA
2019
Alta Advisers
United Kingdom
$843K
AW
2020
Alteri Wealth
California
$843K
CPA
2021
Capital Performance Advisors
California
$843K
DBFM
2022
Dickmeyer Boyce Financial Management
Indiana
$843K
HCMG
2023
Howard Capital Management Group
California
$839K
ALA
2024
Atlas Legacy Advisors
California
$839K
HWAM
2025
Hennion & Walsh Asset Management
New Jersey
$837K