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McKesson

2,031 hedge funds and large institutions have $92.3B invested in McKesson in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 716 increasing their positions, 795 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 119

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

2% more funds holding

Funds holding: 1,9972,031 (+34)

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
2,031
Holders Change
+34
Holders Change %
+1.7%
% of All Funds
25.01%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
0.54%
New
188
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
CWP
1101
Cyndeo Wealth Partners
Florida
$800K -$26.8K -30 -3%
MWM
1102
MorganRosel Wealth Management
Colorado
$800K -$585K -656 -42%
VVP
1103
Venture Visionary Partners
Ohio
$800K -$80.3K -90 -9%
GPWA
1104
Gaddis Premier Wealth Advisors
Oklahoma
$800K +$825K +924 New
BWM
1105
BAM Wealth Management
Colorado
$798K -$120K -134 -13%
ARC
1106
Advisor Resource Council
Texas
$794K +$37.5K +42 +5%
DWM
1107
Diversify Wealth Management
Utah
$794K +$548K +614 +175%
CHP
1108
Castle Hook Partners
New York
$793K +$818K +916 New
WFC
1109
Western Financial Corp
California
$792K -$212K -237 -21%
CCA
1110
Coign Capital Advisors
Utah
$786K -$106K -119 -12%
BWM
1111
Buckley Wealth Management
Nevada
$786K +$105K +118 +15%
SAM
1112
Sagewood Asset Management
New York
$783K +$175K +196 +28%
OFA
1113
Orographic Financial Advisors
Colorado
$782K +$806K +903 New
Fisher Asset Management
1114
Fisher Asset Management
Washington
$782K -$463K -519 -36%
SAI
1115
Systematic Alpha Investments
New Jersey
$779K
CB
1116
Community Bank
New York
$779K -$120K -135 -13%
RZH
1117
Relyea Zuckerberg Hanson
Connecticut
$775K -$329K -369 -29%
BF
1118
BOK Financial
Oklahoma
$774K -$8.03K -9 -1%
WANY
1119
Wealthspire Advisors (New York)
New York
$764K -$862K -966 -52%
OFS
1120
OneAscent Financial Services
Alabama
$761K +$371K +416 +90%
4WM
1121
49 Wealth Management
Texas
$756K +$91K +102 +13%
FWP
1122
FAS Wealth Partners
Kansas
$753K
BFAG
1123
Blackston Financial Advisory Group
Florida
$750K +$773K +866 New
AWCI
1124
Alpine Woods Capital Investors
New York
$741K +$240K +269 +46%
LFA
1125
Legacy Financial Advisors
Kentucky
$739K +$33.9K +38 +5%