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McKesson

1,997 hedge funds and large institutions have $89.2B invested in McKesson in 2025 Q4 according to their latest regulatory filings, with 291 funds opening new positions, 700 increasing their positions, 671 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 291 | Existing positions closed: 88

20% more call options, than puts

Call options by funds: $878M | Put options by funds: $732M

9% more funds holding

Funds holding: 1,8311,997 (+166)

8% more capital invested

Capital invested by funds: $82.6B → $89.2B (+$6.63B)

2.23% more ownership

Funds ownership: 86.07%88.3% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 700 | Existing positions reduced: 671

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
1,997
Holders Change
+166
Holders Change %
+9.07%
% of All Funds
24.29%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.41%
New
291
Increased
700
Reduced
671
Closed
88
Calls
$878M
Puts
$732M
Net Calls
+$146M
Net Calls Change
-$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
826
Smartleaf Asset Management
Massachusetts
$1.69M +$173K +212 +12%
JIC
827
Johnson Investment Counsel
Ohio
$1.68M +$30.2K +37 +2%
CMANY
828
Capital Management Associates (New York)
New York
$1.68M
ZF
829
Zhang Financial
Michigan
$1.68M -$682K -836 -29%
MWM
830
Mission Wealth Management
California
$1.67M +$33.5K +41 +2%
FCBT
831
First Citizens Bank & Trust
North Carolina
$1.67M +$38.4K +47 +2%
EFG
832
Everhart Financial Group
Ohio
$1.67M +$82.4K +101 +5%
SCM
833
Shelton Capital Management
Colorado
$1.65M -$408K -500 -20%
HH
834
Hilltop Holdings
Texas
$1.65M -$68.5K -84 -4%
PA
835
Profund Advisors
Maryland
$1.65M +$329K +403 +25%
CIS
836
Custom Index Systems
New York
$1.65M -$1.09M -1,340 -40%
IAS
837
Investment Advisory Services
Texas
$1.64M
CA
838
Claro Advisors
Massachusetts
$1.64M -$97.9K -120 -6%
LCM
839
Leisure Capital Management
California
$1.62M
OWA
840
One Wealth Advisors
California
$1.62M -$34.3K -42 -2%
SAM
841
Silphium Asset Management
United Kingdom
$1.6M -$1.54M -1,892 -49%
TWP
842
Triad Wealth Partners
Kansas
$1.59M +$1.59M +1,944 New
CT
843
Caldwell Trust
Florida
$1.59M -$74.3K -91 -4%
T
844
TOBAM
France
$1.58M -$292K -358 -16%
WFI
845
West Family Investments
California
$1.57M -$101K -124 -6%
BHCM
846
Brevan Howard Capital Management
Jersey
$1.57M +$605K +741 +63%
APP
847
Avantax Planning Partners
Iowa
$1.57M +$816 +1 +0.1%
WI
848
WBI Investments
New Jersey
$1.56M +$224K +275 +17%
IAN
849
Integrated Advisors Network
Texas
$1.56M -$223K -273 -13%
APC
850
Aspire Private Capital
North Carolina
$1.56M -$52.2K -64 -3%