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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
PWMG
1001
Prestige Wealth Management Group
New Jersey
$1.07M -$48.2K -54 -4%
PP
1002
PDS Planning
Ohio
$1.06M +$13.4K +15 +1%
PFT
1003
Providence First Trust
Arizona
$1.05M -$51.8K -58 -5%
EM
1004
Excalibur Management
Massachusetts
$1.05M -$53.6K -60 -5%
AWM
1005
Aries Wealth Management
Maine
$1.05M
IFWM
1006
Institute for Wealth Management
Colorado
$1.04M
KF
1007
Krilogy Financial
Missouri
$1.04M +$82.1K +92 +8%
ACM
1008
ADAR1 Capital Management
Texas
$1.04M
CBTWT
1009
Community Bank & Trust (Waco, Texas)
Texas
$1.04M
FCM
1010
Fell Capital Management
California
$1.03M
HIMS
1011
Hager Investment Management Services
New Hampshire
$1.03M +$8.93K +10 +0.9%
PWMAG
1012
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M +$23.2K +26 +2%
HH
1013
Hilltop Holdings
Texas
$1.02M -$742K -831 -41%
SIA
1014
Strategic Investment Advisors
Michigan
$1.02M +$303K +339 +40%
CFM
1015
Catalyst Funds Management
Australia
$1.02M +$802K +899 +321%
CI
1016
Cigna Investments
Connecticut
$1.02M -$37.5K -42 -3%
AP
1017
Anchyra Partners
Georgia
$1.02M +$10.7K +12 +1%
FWM
1018
Forza Wealth Management
Florida
$1.01M -$44.6K -50 -4%
EIA
1019
Eldridge Investment Advisors
New Hampshire
$1.01M
OAM
1020
Oxford Asset Management
United Kingdom
$1M +$1.03M +1,158 New
QC
1021
Quent Capital
New York
$1M +$13.4K +15 +1%
TCWA
1022
Turtle Creek Wealth Advisors
Texas
$995K +$337K +378 +49%
AFP
1023
Ausdal Financial Partners
Iowa
$988K +$9.82K +11 +1%
SBF
1024
Sara-Bay Financial
Florida
$987K -$8.93K -10 -0.9%
MGIA
1025
Moneta Group Investment Advisors
Missouri
$986K +$48.2K +54 +5%