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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
LCM
1376
Lazari Capital Management
California
$417K -$2.68K -3 -0.6%
GA
1377
Goldstein Advisors
Wisconsin
$417K +$41.1K +46 +11%
OF
1378
Optimize Financial
California
$416K +$429K +481 New
CA
1379
Calton & Associates
Florida
$416K -$34.8K -39 -8%
AIA
1380
Allied Investment Advisors
Montana
$415K
EWA
1381
Etesian Wealth Advisors
Oregon
$410K -$163K -183 -28%
WPA
1382
West Paces Advisors
Georgia
$408K
SFC
1383
Swisher Financial Concepts
Ohio
$408K +$107K +120 +34%
BAG
1384
Bauman Advisory Group
Nevada
$408K +$421K +472 New
NICM
1385
Neo Ivy Capital Management
New York
$408K +$421K +472 New
VPP
1386
Vertex Planning Partners
Illinois
$408K +$893 +1 +0.2%
WQ
1387
Wealth Quarterback
New Jersey
$407K
MA
1388
MJP Associates
Connecticut
$407K +$24.1K +27 +6%
GBT
1389
Grove Bank & Trust
Florida
$407K +$3.57K +4 +0.9%
BCG
1390
Breakwater Capital Group
New Jersey
$406K
FOA
1391
Five Oceans Advisors
California
$405K
TSS
1392
Two Sigma Securities
New York
$405K +$197K +221 +89%
AFAS
1393
Acorn Financial Advisory Services
Virginia
$404K
SVWAG
1394
Sound View Wealth Advisors Group
Georgia
$404K +$55.3K +62 +15%
SYBT
1395
Stock Yards Bank & Trust
Kentucky
$404K +$2.68K +3 +0.6%
OL
1396
Optas LLC
Texas
$402K +$62.5K +70 +18%
RIM
1397
RW Investment Management
Idaho
$402K +$414K +464 New
UCB
1398
United Community Bank
South Carolina
$402K -$8.93K -10 -2%
BFO
1399
Boston Family Office
Massachusetts
$400K +$95.5K +107 +30%
CWS
1400
Cypress Wealth Services
California
$400K -$5.36K -6 -1%