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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
FMI
2326
F/M Investments
District of Columbia
$587K
SPA
2327
Sentinel Pension Advisors
Massachusetts
$587K
PIA
2328
Perennial Investment Advisors
California
$586K
BL
2329
Balentine LLC
Georgia
$586K
TPWA
2330
TRUE Private Wealth Advisors
Oregon
$585K
CAM
2331
Chesapeake Asset Management
New York
$585K
SRM
2332
Shelter Rock Management
New York
$585K
LAM
2333
LOM Asset Management
$584K
NB
2334
Northwest Bancshares
Pennsylvania
$583K
M1FG
2335
Mach-1 Financial Group
Arkansas
$583K
4WM
2336
49 Wealth Management
Texas
$583K
ZAM
2337
Zevin Asset Management
Massachusetts
$582K
SWP
2338
Strategic Wealth Partners
Ohio
$581K
MWA
2339
Monograph Wealth Advisors
California
$581K
PCM
2340
Passive Capital Management
Maryland
$580K
HFS
2341
Hoge Financial Services
Pennsylvania
$580K
OCPWS
2342
One Charles Private Wealth Services
Massachusetts
$579K
OFO
2343
OneAscent Family Office
Alabama
$578K
MWM
2344
Maridea Wealth Management
New York
$577K
FFA
2345
Florida Financial Advisors
Florida
$575K
QPWM
2346
Quadrant Private Wealth Management
Pennsylvania
$575K
TC
2347
Tacita Capital
Ontario, Canada
$573K
SP
2348
Symmetry Partners
Connecticut
$573K
JCM
2349
J2 Capital Management
Michigan
$572K
TCM
2350
TruNorth Capital Management
Michigan
$572K