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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
WF
1576
Welch & Forbes
Massachusetts
$252K -$109K -133 -30%
AWAG
1577
ARS Wealth Advisors Group
Florida
$252K
RWP
1578
Revolve Wealth Partners
New Jersey
$251K -$6.53K -8 -3%
OWM
1579
OneAscent Wealth Management
Alabama
$250K -$10.6K -13 -4%
CCWP
1580
Cedar Cove Wealth Partners
Minnesota
$249K +$248K +304 New
TWP
1581
Tyche Wealth Partners
Texas
$249K
WSWA
1582
Warren Street Wealth Advisors
California
$248K -$13.9K -17 -5%
BDPWM
1583
Barnes Dennig Private Wealth Management
Ohio
$248K +$25.3K +31 +11%
BWP
1584
BlueStem Wealth Partners
Minnesota
$247K +$21.2K +26 +9%
APG
1585
Abacus Planning Group
South Carolina
$247K -$3.26K -4 -1%
SAW
1586
Signal Advisors Wealth
Michigan
$247K +$246K +301 New
PI
1587
PFG Investments
New York
$246K +$15.5K +19 +7%
AAMA
1588
Advanced Asset Management Advisors
Ohio
$246K
AA
1589
Aufman Associates
Pennsylvania
$246K
BWM
1590
BCGM Wealth Management
Indiana
$246K
DDPIC
1591
Deroy & Devereaux Private Investment Counsel
Michigan
$246K
PAG
1592
Poinciana Advisors Group
Florida
$245K
B
1593
Bayban
Minnesota
$245K +$244K +299 New
RI
1594
Ruggiero Investments
Florida
$245K +$244K +299 New
GKIM
1595
GW&K Investment Management
Massachusetts
$244K +$4.08K +5 +2%
VLKIM
1596
Van Lanschot Kempen Investment Management
Netherlands
$244K -$187K -229 -44%
EB
1597
Eastern Bank
Massachusetts
$244K -$149K -182 -38%
SF
1598
Symphony Financial
Texas
$242K +$240K +294 New
EWM
1599
Evermay Wealth Management
Virginia
$241K
IA
1600
Insight Advisors
Pennsylvania
$241K +$23.7K +29 +11%