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McKesson

1,973 hedge funds and large institutions have $89.1B invested in McKesson in 2025 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 696 increasing their positions, 665 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.18% more ownership

Funds ownership: 85.94%88.12% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 696 | Existing positions reduced: 665

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

Holders
1,973
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
SAI
1101
Systematic Alpha Investments
New Jersey
$738K
DWM
1102
Destination Wealth Management
California
$734K
AFA
1103
Avant Financial Advisors
Texas
$730K
SB
1104
Simmons Bank
Arkansas
$726K
FWP
1105
FAS Wealth Partners
Kansas
$714K
RLH
1106
RD Lewis Holdings
Florida
$712K
CAG
1107
Crestwood Advisors Group
Massachusetts
$707K
CAG
1108
Csenge Advisory Group
Florida
$701K
WG
1109
Winton Group
United Kingdom
$701K
OWA
1110
Opal Wealth Advisors
New York
$696K
AFW
1111
Avantra Family Wealth
Pennsylvania
$695K
MWM
1112
Modern Wealth Management
Kansas
$692K
SIA
1113
Strategic Investment Advisors
Michigan
$691K
MPWT
1114
MassMutual Private Wealth & Trust
Connecticut
$689K
1W
1115
1776 Wealth
Georgia
$687K
LIP
1116
Lighthouse Investment Partners
Florida
$686K
GLR
1117
Great Lakes Retirement
Ohio
$686K
WWM
1118
WT Wealth Management
Arizona
$683K
MK
1119
MASTERINVEST Kapitalanlage
$682K
SAM
1120
S.A. Mason
Michigan
$681K
ACP
1121
Aviance Capital Partners
Florida
$681K
SG
1122
StoneX Group
New York
$681K
RAM
1123
Redmond Asset Management
Virginia
$680K
Connor, Clark & Lunn Investment Management (CC&L)
1124
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$679K
OA
1125
Operose Advisors
Wisconsin
$675K