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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 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 95

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: 1,7881,831 (+43)

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
+43
Holders Change %
+2.4%
% of All Funds
24.04%
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
95
Calls
$940M
Puts
$762M
Net Calls
+$178M
Net Calls Change
+$8.67M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
1401
Aspiriant LLC
California
$301K -$102K -145 -27%
CI
1402
Ceera Investments
Texas
$301K
TFGT
1403
TS Financial Group (TSFG)
Illinois
$300K +$4.93K +7 +2%
AFG
1404
Allegheny Financial Group
Pennsylvania
$300K
1WM
1405
1858 Wealth Management
Ohio
$300K +$273K +388 New
GPW
1406
Genesis Private Wealth
Virginia
$299K -$15.5K -22 -5%
KA
1407
Kovack Advisors
Florida
$298K +$64.1K +91 +31%
SP
1408
Successful Portfolios
Florida
$297K
SCA
1409
Stonebridge Capital Advisors
Minnesota
$296K
CRC
1410
Curi RMB Capital
Illinois
$296K +$9.86K +14 +4%
SWM
1411
Seaside Wealth Management
California
$295K -$2.82K -4 -1%
CWM
1412
Centric Wealth Management
Illinois
$294K
WCA
1413
Westover Capital Advisors
Delaware
$292K
AFT
1414
Alpha Family Trust
California
$290K
GIP
1415
Greatmark Investment Partners
Georgia
$290K
GFP
1416
Gryphon Financial Partners
Ohio
$289K -$2.82K -4 -1%
MFA
1417
McClarren Financial Advisors
Pennsylvania
$289K +$281K +399 +107%
BHWM
1418
Bar Harbor Wealth Management
New Hampshire
$288K
MMHP
1419
Murphy Middleton Hinkle & Parker
Georgia
$287K
LGA
1420
Lebenthal Global Advisors
New York
$287K +$262K +372 New
FWCM
1421
Ferguson Wellman Capital Management
Oregon
$287K +$261K +371 New
IA
1422
Invested Advisors
Pennsylvania
$286K +$342K +485 New
SW
1423
Simplicity Wealth
New Jersey
$286K -$180K -256 -41%
BBP
1424
Banco BTG Pactual
Brazil
$286K +$261K +370 New
SF
1425
Strategent Financial
Virginia
$284K