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McKesson

1,963 hedge funds and large institutions have $89.1B invested in McKesson in 2025 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 696 increasing their positions, 663 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.18% more ownership

Funds ownership: 85.94%88.11% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 696 | Existing positions reduced: 663

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

Holders
1,963
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$878M
Puts
$732M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
926
Certuity
Florida
$1.21M
KFSC
927
Keystone Financial Services (Colorado)
Colorado
$1.2M
BTW
928
Boston Trust Walden
Massachusetts
$1.2M
KIA
929
KCM Investment Advisors
California
$1.2M
EI
930
Ellevest Inc
New York
$1.2M
1WA
931
180 Wealth Advisors
Washington
$1.19M
MMPW
932
Mitchell McLeod Pugh & Williams
Alabama
$1.19M
PWP
933
Perfromance Wealth Partners
Illinois
$1.18M
GCS
934
Gordian Capital (Singapore)
Singapore
$1.18M
VCM
935
Virtue Capital Management
Tennessee
$1.18M
AT
936
Adelphi Trust
Florida
$1.18M
GH
937
GAM Holding
Switzerland
$1.17M
Fisher Asset Management
938
Fisher Asset Management
Washington
$1.17M
DWT
939
Dorsey & Whitney Trust
South Dakota
$1.17M
TAM
940
Trust Asset Management
Texas
$1.16M
BL
941
BFSG LLC
California
$1.16M
PL
942
Perpetual Ltd
Australia
$1.16M
CWA
943
Crux Wealth Advisors
California
$1.15M
CRWM
944
Castle Rock Wealth Management
California
$1.15M
LAS
945
Lloyd Advisory Services
Georgia
$1.15M
TSS
946
Thomas Story & Son
Indiana
$1.15M
SWM
947
SHP Wealth Management
Massachusetts
$1.14M
HR
948
Howe & Rusling
New York
$1.14M
CAM
949
Cresset Asset Management
Illinois
$1.14M
RWA
950
River Wealth Advisors
Pennsylvania
$1.13M