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McKesson

1,768 hedge funds and large institutions have $80.3B invested in McKesson in 2025 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 616 increasing their positions, 660 reducing their positions, and 108 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:

1.81% more ownership

Funds ownership: 86.1%87.91% (+1.8%)

7% less repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 660

33% less funds holding in top 10

Funds holding in top 10: 5235 (-17)

Holders
1,768
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$808M
Puts
$638M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
951
Institute for Wealth Management
Colorado
$888K
AWM
952
Aries Wealth Management
Maine
$885K
FRM
953
Fox Run Management
Connecticut
$884K
WFC
954
Western Financial Corp
California
$882K
TFCP
955
Twin Focus Capital Partners
Massachusetts
$879K
PP
956
PDS Planning
Ohio
$876K
PPW
957
Parcion Private Wealth
Washington
$873K
VA
958
VestGen Advisors
Illinois
$871K
QIM
959
Quantitative Investment Management
Virginia
$868K
HSA
960
HBK Sorce Advisory
Pennsylvania
$866K
OCM
961
One Capital Management
California
$866K
AWS
962
Atria Wealth Solutions
New York
$866K
AIP
963
Ameritas Investment Partners
Nebraska
$865K
CAM
964
Cresset Asset Management
Illinois
$863K
QC
965
Quent Capital
New York
$862K
JSW
966
Journey Strategic Wealth
New Jersey
$857K
IWM
967
IHT Wealth Management
Illinois
$856K
EIA
968
Eldridge Investment Advisors
New Hampshire
$854K
WTB
969
Washington Trust Bank
Washington
$840K
RWP
970
Ridgecrest Wealth Partners
California
$832K
FHWM
971
Fox Hill Wealth Management
Massachusetts
$829K
SCM
972
SOL Capital Management
Maryland
$828K
PWM
973
Perigon Wealth Management
California
$827K
EWS
974
Evergreen Wealth Solutions
Pennsylvania
$825K
KA
975
Kintegral Advisory
New York
$822K