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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
RFA
2101
Rollins Financial Advisors
New York
$768K
HCM
2102
Hodges Capital Management
Texas
$766K
TFG
2103
Tilson Financial Group
New Jersey
$766K
PAM
2104
PCG Asset Management
New Jersey
$765K
SI
2105
Severin Investments
Missouri
$762K
LWM
2106
Lodestone Wealth Management
Washington
$762K
KWM
2107
KFG Wealth Management
Indiana
$762K
PWM
2108
Prentice Wealth Management
New York
$760K
CC
2109
Constitution Capital
Connecticut
$757K
CTC
2110
Cetera Trust Company
Minnesota
$755K
TCP
2111
TMB Capital Partners
Arkansas
$755K
AF
2112
Aldebaran Financial
$755K
FWI
2113
Facet Wealth Inc
Maryland
$754K
ACA
2114
Ackerman Capital Advisors
Texas
$753K
PA
2115
PFG Advisors
Arizona
$753K
SFG
2116
Sovereign Financial Group
Connecticut
$752K
LWM
2117
Lakeridge Wealth Management
Ohio
$751K
PS
2118
Planned Solutions
California
$751K
BFS
2119
BridgePort Financial Solutions
Iowa
$750K
PBO
2120
Peoples Bank (Ohio)
Ohio
$749K
OE
2121
OFS Enterprise
Nebraska
$748K
SPWG
2122
Syntegra Private Wealth Group
Missouri
$748K
FPWM
2123
FSB Premier Wealth Management
Iowa
$746K
VST
2124
Van Strum & Towne
California
$746K
SAM
2125
Sagewood Asset Management
New York
$744K