We are live on ! Find out more
MCK icon

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
MBT
851
Montecito Bank & Trust
California
$1.56M -$15.5K -19 -1%
KWA
852
Kingswood Wealth Advisors
California
$1.55M +$348K +427 +29%
FG
853
Fiduciary Group
Georgia
$1.55M +$48.1K +59 +3%
FMB
854
Field & Main Bank
Kentucky
$1.54M +$89K +109 +6%
WAP
855
Wealthcare Advisory Partners
Pennsylvania
$1.54M +$10.6K +13 +0.7%
ET
856
Equitable Trust
Tennessee
$1.54M
FPAS
857
Focus Partners Advisor Solutions
Missouri
$1.52M -$606K -743 -29%
JF
858
JSF Financial
California
$1.52M -$12.2K -15 -0.8%
WANY
859
Wealthspire Advisors (New York)
New York
$1.52M +$903K +1,106 +149%
KIM
860
Kane Investment Management
California
$1.51M +$92.2K +113 +7%
PWM
861
Pines Wealth Management
North Carolina
$1.51M -$33.5K -41 -2%
WPW
862
Warther Private Wealth
Ohio
$1.5M +$1.15M +1,405 +328%
FNT
863
First National Trust
Pennsylvania
$1.5M -$147K -180 -9%
SCM
864
Suvretta Capital Management
New York
$1.5M
RA
865
RFG Advisory
Alabama
$1.49M +$22K +27 +2%
O
866
Ossiam
France
$1.49M -$8.96M -10,980 -86%
FAM
867
Fairtree Asset Management
South Africa
$1.49M
AC
868
Avestar Capital
New York
$1.48M +$14.7K +18 +1%
USCWA
869
U.S. Capital Wealth Advisors
Texas
$1.48M +$34.3K +42 +2%
AU
870
Algebris (UK)
United Kingdom
$1.47M +$107K +131 +8%
SW
871
SVB Wealth
Massachusetts
$1.46M -$18K -22 -1%
SWMG
872
Sard Wealth Management Group
Georgia
$1.46M +$1.63K +2 +0.1%
VA
873
VestGen Advisors
Illinois
$1.46M -$712K -872 -33%
FFP
874
FourThought Financial Partners
Florida
$1.45M -$25.3K -31 -2%
VFA
875
Voya Financial Advisors
Connecticut
$1.45M -$69.4K -85 -5%