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McKesson

2,029 hedge funds and large institutions have $92.3B invested in McKesson in 2026 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 715 increasing their positions, 795 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 119

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

2% more funds holding

Funds holding: 1,9972,029 (+32)

3% more capital invested

Capital invested by funds: $89.2B → $92.3B (+$3.03B)

1.06% less ownership

Funds ownership: 88.3%87.24% (-1.1%)

10% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 795

12% less call options, than puts

Call options by funds: $531M | Put options by funds: $604M

Holders
2,029
Holders Change
+32
Holders Change %
+1.6%
% of All Funds
24.99%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.54%
New
187
Increased
715
Reduced
795
Closed
119
Calls
$531M
Puts
$604M
Net Calls
-$73.3M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
826
Kellett Wealth Advisors
Ohio
$2M
SWM
827
SeaCrest Wealth Management
New York
$2M -$41.1K -46 -2%
CIA
828
Choate Investment Advisors
Massachusetts
$1.99M -$3.57K -4 -0.2%
RA
829
RFG Advisory
Alabama
$1.99M +$430K +482 +26%
VWM
830
Venturi Wealth Management
Texas
$1.99M -$75.9K -85 -4%
AWM
831
Accurate Wealth Management
Florida
$1.98M -$677K -758 -25%
AC
832
AlphaCore Capital
California
$1.96M -$66K -74 -3%
JCM
833
Jacobi Capital Management
Pennsylvania
$1.95M +$159K +178 +9%
BW
834
BIP Wealth
Georgia
$1.94M -$159K -178 -7%
EFG
835
Everhart Financial Group
Ohio
$1.94M +$191K +214 +11%
B
836
Bailard
California
$1.94M -$25.9K -29 -1%
SP
837
Stablepoint Partners
Massachusetts
$1.94M -$17.9K -20 -0.9%
Group One Trading
838
Group One Trading
Illinois
$1.94M +$1.1M +1,234 +123%
WAP
839
Wealthcare Advisory Partners
Pennsylvania
$1.93M +$316K +354 +19%
CNC
840
Canandaigua National Corp
New York
$1.93M +$1.99M +2,225 New
TYCC
841
Texas Yale Capital Corp
Florida
$1.92M -$602K -675 -23%
NCM
842
Neumann Capital Management
California
$1.91M -$53.6K -60 -3%
TPCW
843
TD Private Client Wealth
New York
$1.91M -$170K -191 -8%
HAG
844
HF Advisory Group
Maryland
$1.9M +$108K +121 +6%
CIM
845
Caldwell Investment Management
Ontario, Canada
$1.89M
CIS
846
Custom Index Systems
New York
$1.88M +$147K +165 +8%
FWA
847
Fulcrum Wealth Advisors
Washington
$1.88M -$987K -1,106 -34%
QI
848
Qtron Investments
Massachusetts
$1.87M +$893 +1 +0%
SAM
849
Smartleaf Asset Management
Massachusetts
$1.86M +$105K +118 +6%
CA
850
Clearstead Advisors
Ohio
$1.81M -$1.46M -1,636 -44%