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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
FFM
1301
Forum Financial Management
Illinois
$485K -$820K -919 -62%
PWPS
1302
Pinnacle Wealth Planning Services
Ohio
$484K -$19.6K -22 -4%
QPWM
1303
Quadrant Private Wealth Management
Pennsylvania
$484K -$16.1K -18 -3%
MP
1304
McDonald Partners
Ohio
$483K +$497K +557 New
AIA
1305
Accelerate Investment Advisors
California
$483K +$12.5K +14 +3%
RIS
1306
Richmond Investment Services
Wisconsin
$482K +$4.46K +5 +0.9%
SL
1307
Sentinus LLC
Illinois
$480K +$9.82K +11 +2%
PIM
1308
Penobscot Investment Management
Massachusetts
$480K
RWB
1309
RMR Wealth Builders
New Jersey
$480K +$72.3K +81 +17%
GEA
1310
Glen Eagle Advisors
New Jersey
$478K +$110K +123 +29%
SDWIA
1311
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$476K -$35.7K -40 -7%
KG
1312
Kieckhefer Group
Wisconsin
$476K
GFA
1313
Gallagher Fiduciary Advisors
Illinois
$475K +$40.2K +45 +9%
BWM
1314
Baron Wealth Management
Michigan
$473K +$17K +19 +4%
AC
1315
AXQ Capital
New Jersey
$472K +$486K +545 New
HBFP
1316
Henderson Brothers Financial Partners
Pennsylvania
$471K +$486K +544 New
GS
1317
GTS Securities
New York
$471K -$610K -683 -56%
BBPWM
1318
Blue Bell Private Wealth Management
Pennsylvania
$470K +$485K +543 New
GAG
1319
GM Advisory Group
New York
$466K
DCM
1320
DGS Capital Management
New Jersey
$464K +$58.9K +66 +14%
S
1321
Storgate
Texas
$464K +$12.5K +14 +3%
VDC
1322
Van Diest Capital
Iowa
$463K -$24.1K -27 -5%
PFP
1323
Paragon Financial Partners
California
$463K
MA
1324
MKT Advisors
California
$462K -$197K -221 -29%
AHL
1325
Abel Hall LLC
Louisiana
$461K +$228K +255 +92%