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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
CWM
2451
Castle Wealth Management
Florida
$502K
RK
2452
Rather & Kittrell
Tennessee
$501K
IAAG
2453
Innovative Asset Advisors Group
Connecticut
$500K
RWP
2454
Ridgecrest Wealth Partners
California
$500K
OC
2455
Optima Capital
Oregon
$500K
GKWIM
2456
Gerber Kawasaki Wealth & Investment Management
California
$499K
CFG
2457
Copley Financial Group
California
$499K
SFS
2458
Security Financial Services
Indiana
$497K
JBA
2459
Johnson Bixby & Associates
Washington
$497K
HNWAG
2460
High Net Worth Advisory Group
Florida
$497K
APA
2461
Astoria Portfolio Advisors
New York
$496K
CAL
2462
Capital Advisors Ltd
Ohio
$496K
SFS
2463
Summit Financial Strategies
Ohio
$495K
FBFS
2464
First Business Financial Services
Wisconsin
$495K
VAG
2465
VisionPoint Advisory Group
Texas
$494K
SFG
2466
Sather Financial Group
Texas
$494K
AWMS
2467
Advocacy Wealth Management Services
Georgia
$493K
CFS
2468
Commonwealth Financial Services
West Virginia
$493K
KWS
2469
Keystone Wealth Services
California
$493K
JGC
2470
J. Goldman & Co
New York
$492K
LB
2471
Legacy Bridge
Iowa
$491K
SFP
2472
Sandbox Financial Partners
Maryland
$491K
PTC
2473
Philadelphia Trust Company
Pennsylvania
$490K
NCM
2474
Northside Capital Management
Oregon
$490K
RW
2475
RVW Wealth
California
$489K