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McKesson

1,997 hedge funds and large institutions have $89.2B invested in McKesson in 2025 Q4 according to their latest regulatory filings, with 291 funds opening new positions, 700 increasing their positions, 671 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 291 | Existing positions closed: 88

20% more call options, than puts

Call options by funds: $878M | Put options by funds: $732M

9% more funds holding

Funds holding: 1,8311,997 (+166)

8% more capital invested

Capital invested by funds: $82.6B → $89.2B (+$6.63B)

2.23% more ownership

Funds ownership: 86.07%88.3% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 700 | Existing positions reduced: 671

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
1,997
Holders Change
+166
Holders Change %
+9.07%
% of All Funds
24.29%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.41%
New
291
Increased
700
Reduced
671
Closed
88
Calls
$878M
Puts
$732M
Net Calls
+$146M
Net Calls Change
-$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1501
Perennial Investment Advisors
California
$295K +$13.1K +16 +5%
RDWM
1502
Red Door Wealth Management
Tennessee
$293K +$10.6K +13 +4%
SFGM
1503
Stonebridge Financial Group (Missouri)
Missouri
$293K +$291K +357 New
BFO
1504
Boston Family Office
Massachusetts
$291K
MAG
1505
M3 Advisory Group
Massachusetts
$291K +$4.08K +5 +1%
SW
1506
SMART Wealth
Nebraska
$290K -$6.53K -8 -2%
OIS
1507
OneAscent Investment Solutions
Alabama
$290K
JDLA
1508
J. Derek Lewis & Associates
California
$290K +$288K +353 New
WF
1509
Wayfinding Financial
Washington
$290K -$6.53K -8 -2%
WA
1510
Waddell & Associates
Tennessee
$290K +$288K +353 New
SIA
1511
SGL Investment Advisors
Montana
$289K
DWM
1512
Diversify Wealth Management
Utah
$289K +$286K +351 New
SFC
1513
Swisher Financial Concepts
Ohio
$289K
FCA
1514
FLC Capital Advisors
California
$288K
TF
1515
Talbot Financial
Washington
$288K
TFIPS
1516
Towarzystwo Funduszy Inwestycyjnych PZU SA
$288K
DE
1517
Diversified Enterprises
Delaware
$288K +$286K +351 New
LA
1518
Latitude Advisors
Florida
$287K -$7.34K -9 -3%
MBWA
1519
Marin Bay Wealth Advisors
California
$287K +$286K +350 New
IHL
1520
Investment House LLC
California
$287K -$97.9K -120 -26%
KFA
1521
Kapstone Financial Advisors
Ohio
$287K -$2.45K -3 -0.8%
AWM
1522
Aberdeen Wealth Management
Illinois
$287K
SIC
1523
Shoker Investment Counsel
Ohio
$287K
MCWA
1524
Meadow Creek Wealth Advisors
Georgia
$287K +$13.1K +16 +5%
CAL
1525
Capital Analysts LLC
Pennsylvania
$285K -$4.08K -5 -1%