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McKesson

2,030 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, 716 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: 1,9972,030 (+33)

3% more capital invested

Capital invested by funds: $89.2B → $92.3B (+$3.03B)

10% less repeat investments, than reductions

Existing positions increased: 716 | Existing positions reduced: 795

1.06% less ownership

Funds ownership: 88.3%87.24% (-1.1%)

12% less call options, than puts

Call options by funds: $531M | Put options by funds: $604M

Holders
2,030
Holders Change
+33
Holders Change %
+1.65%
% of All Funds
25%
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
716
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
CCFM
1051
Clear Creek Financial Management
Washington
$915K -$2.68K -3 -0.3%
SWM
1052
SHP Wealth Management
Massachusetts
$914K -$302K -338 -24%
IAS
1053
Insigneo Advisory Services
Florida
$913K +$230K +258 +32%
MA
1054
MCF Advisors
Kentucky
$910K +$17K +19 +2%
NS
1055
NBC Securities
Alabama
$907K -$533K -597 -36%
WFI
1056
West Family Investments
California
$904K -$779K -873 -46%
VFA
1057
Valeo Financial Advisors
Indiana
$903K -$428K -479 -31%
KA
1058
Kintegral Advisory
New York
$902K -$41.1K -46 -4%
BW
1059
Basepoint Wealth
Iowa
$901K -$2.68K -3 -0.3%
LAM
1060
Lewis Asset Management
California
$900K
CAG
1061
Crestwood Advisors Group
Massachusetts
$897K +$156K +175 +20%
RWP
1062
Ridgecrest Wealth Partners
California
$886K +$339K +380 +59%
SCM
1063
Shelton Capital Management
Colorado
$885K -$884K -990 -49%
BC
1064
BDFS Capital
Delaware
$885K +$911K +1,021 New
IP
1065
Intellectus Partners
California
$884K -$39.3K -44 -4%
MFG
1066
Menard Financial Group
Texas
$883K -$2.68K -3 -0.3%
GIM
1067
Generali Investments Management
Slovenia
$877K
WJWM
1068
Williams Jones Wealth Management
New York
$877K +$6.25K +7 +0.7%
WTB
1069
Washington Trust Bank
Washington
$877K -$6.25K -7 -0.7%
HSA
1070
HBK Sorce Advisory
Pennsylvania
$874K +$6.25K +7 +0.6%
LGA
1071
Lebenthal Global Advisors
New York
$869K +$236K +264 +36%
HA
1072
Harbor Advisors
Florida
$865K
ONST
1073
Old North State Trust
North Carolina
$863K -$6.25K -7 -0.7%
TA
1074
Tectonic Advisors
Texas
$861K -$4.46K -5 -0.5%
HBT
1075
Heartland Bank & Trust
Illinois
$860K +$30.3K +34 +4%