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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
GRR
2401
Golden Reserve Retirement
Ohio
$537K
T
2402
TrustBank
Illinois
$535K
HPIA
2403
Hamilton Point Investment Advisors
North Carolina
$535K
FPGK
2404
Financial Partners Group (Kansas)
Kansas
$534K
AFG
2405
ABLE Financial Group
Arizona
$534K
MCM
2406
Monument Capital Management
Virginia
$533K
AWM
2407
Aviso Wealth Management
Washington
$532K
SNB
2408
Security National Bank
Nebraska
$530K
VCM
2409
Vivaldi Capital Management
Illinois
$530K
SCM
2410
Sone Capital Management
New York
$530K
RB
2411
Rodgers Brothers
Pennsylvania
$528K
AL
2412
Aspiriant LLC
California
$527K
FVWA
2413
Foster Victor Wealth Advisors
South Carolina
$527K
BWL
2414
Bogart Wealth LLC
Virginia
$527K
1WA
2415
180 Wealth Advisors
Washington
$525K
EM
2416
Excalibur Management
Massachusetts
$524K
DAM
2417
Directional Asset Management
Illinois
$524K
PFT
2418
Providence First Trust
Arizona
$523K
MSCM
2419
McElhenny Sheffield Capital Management
Texas
$523K
AIM
2420
Avity Investment Management
Connecticut
$522K
BDL
2421
Banque de Luxembourg
Luxembourg
$521K
CA
2422
Capital Advantage
California
$521K
MWM
2423
McMill Wealth Management
Nebraska
$521K
LA
2424
Latitude Advisors
Florida
$520K
VV
2425
Verity & Verity
South Carolina
$520K