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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
SWIG
2426
Strategic Wealth Investment Group
Kentucky
$520K
WH
2427
Willner & Heller
California
$518K
SMWM
2428
Silvia McColl Wealth Management
California
$517K
SN
2429
Sittner & Nelson
Oregon
$517K
OL
2430
Odyssean LLC
Connecticut
$516K
AWP
2431
Axis Wealth Partners
Rhode Island
$515K
TW
2432
Traveka Wealth
California
$515K
CCMG
2433
Connecticut Capital Management Group
Connecticut
$515K
MIM
2434
Miller Investment Management
Pennsylvania
$513K
MAV
2435
Mason & Associates (Virginia)
Virginia
$512K
LCG
2436
Lakeshore Capital Group
Illinois
$512K
BWM
2437
Baron Wealth Management
Michigan
$511K
CWM
2438
Chemistry Wealth Management
New York
$510K
MFA
2439
Millington Financial Advisors
Illinois
$510K
RTC
2440
Real Talk Capital
Tennessee
$510K
HEM
2441
Henson-Edgewater Management
Ohio
$509K
FAL
2442
Focused Alpha LLC
Colorado
$506K
CWMK
2443
Caliber Wealth Management (Kansas)
Kansas
$505K
SM
2444
Sweeney & Michel
California
$505K
OFP
2445
OFC Financial Planning
New Jersey
$503K
SC
2446
Swan Capital
Florida
$503K
EWA
2447
EQ Wealth Advisors
Texas
$503K
TPM
2448
Triasima Portfolio Management
Quebec, Canada
$503K
BF
2449
bLong Financial
Tennessee
$502K
PIA
2450
Powell Investment Advisors
Florida
$502K