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McKesson

1,831 hedge funds and large institutions have $82.6B invested in McKesson in 2025 Q3 according to their latest regulatory filings, with 166 funds opening new positions, 639 increasing their positions, 670 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 96

23% more call options, than puts

Call options by funds: $940M | Put options by funds: $762M

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

2% more funds holding

Funds holding: 1,7891,831 (+42)

2% more capital invested

Capital invested by funds: $80.6B → $82.6B (+$1.98B)

5% less repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 670

2.12% less ownership

Funds ownership: 88.2%86.07% (-2.1%)

Holders
1,831
Holders Change
+42
Holders Change %
+2.35%
% of All Funds
24.03%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.49%
New
166
Increased
639
Reduced
670
Closed
96
Calls
$940M
Puts
$762M
Net Calls
+$178M
Net Calls Change
+$8.67M
Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
1226
Leonard Rickey Investment Advisors
Washington
$455K +$28.2K +40 +7%
RSWM
1227
Robertson Stephens Wealth Management
California
$455K -$19.7K -28 -5%
PPG
1228
Peak Planning Group
Colorado
$454K -$34.5K -49 -8%
BWM
1229
Baron Wealth Management
Michigan
$453K +$4.93K +7 +1%
PSA
1230
Plum Street Advisors
Louisiana
$453K
PWA
1231
Provenance Wealth Advisors
Florida
$453K
AP
1232
Americana Partners
Texas
$453K +$158K +225 +62%
DA
1233
Dover Advisors
Virginia
$452K
QPWM
1234
Quadrant Private Wealth Management
Pennsylvania
$452K +$5.63K +8 +1%
CCA
1235
Childress Capital Advisors
Texas
$451K +$2.82K +4 +0.7%
FWIA
1236
Fort Washington Investment Advisors
Ohio
$451K +$2.82K +4 +0.7%
FB
1237
First Bancorp
Maine
$450K -$40.8K -58 -9%
LPAM
1238
Lodestar Private Asset Management
California
$450K
LAM
1239
L2 Asset Management
Massachusetts
$448K +$19.7K +28 +5%
LA
1240
LM Advisors
California
$448K
VCM
1241
Versant Capital Management
Arizona
$446K -$14.8K -21 -4%
SSC
1242
Syverson Strege & Co
Iowa
$443K -$26.8K -38 -6%
GHAM
1243
Gilman Hill Asset Management
Connecticut
$441K
SAI
1244
Savvy Advisors Inc
New York
$441K +$110K +156 +38%
BWMG
1245
Bannerman Wealth Management Group
Texas
$440K -$128K -182 -24%
RWPA
1246
Richard W. Paul & Associates
Michigan
$438K -$2.11K -3 -0.5%
NI
1247
NDVR Inc
Massachusetts
$438K -$13.4K -19 -3%
BBA
1248
Baader Bank Aktiengesellschaft
Germany
$437K +$399K +566 New
LBC
1249
Leigh Baldwin & Co
New York
$435K
BCG
1250
BayBridge Capital Group
California
$434K -$112K -159 -22%