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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: 1,9962,029 (+33)

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
+33
Holders Change %
+1.65%
% 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
RDFA
1626
Ritter Daniher Financial Advisory
Ohio
$256K -$118K -132 -31%
WDG
1627
Wealth Dimensions Group
Ohio
$256K +$5.36K +6 +2%
EWM
1628
Evermay Wealth Management
Virginia
$255K
BTWM
1629
Baker Tilly Wealth Management
Wisconsin
$254K +$29.5K +33 +13%
AAMC
1630
Asset Allocation & Management Company
Illinois
$254K
XPN
1631
XY Planning Network
Montana
$253K +$25.9K +29 +11%
TFIPS
1632
Towarzystwo Funduszy Inwestycyjnych PZU SA
$253K -$52.7K -59 -17%
VCP
1633
Verus Capital Partners
Arizona
$253K +$261K +292 New
KA
1634
Klingman & Associates
New York
$252K +$29.5K +33 +13%
OA
1635
Oasis Advisors
Iowa
$251K +$259K +290 New
HBW
1636
Hazlett, Burt & Watson
West Virginia
$251K +$2.68K +3 +1%
NFG
1637
Nadler Financial Group
Illinois
$251K
OWP
1638
ORG Wealth Partners
Texas
$250K +$65.2K +73 +34%
AWM
1639
Aprio Wealth Management
Georgia
$250K +$258K +289 New
RWM
1640
Reston Wealth Management
Virginia
$248K +$893 +1 +0.3%
SRWM
1641
Shira Ridge Wealth Management
California
$248K
RMDI
1642
R.M. Davis Inc
Maine
$248K -$45.5K -51 -15%
KOMWMG
1643
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$248K +$893 +1 +0.3%
WA
1644
WPG Advisers
Maryland
$247K -$2.68K -3 -1%
TBC
1645
Ted Buchan & Co
California
$247K +$255K +286 New
AMPWP
1646
Alvarez & Marsal Private Wealth Partners
Florida
$246K +$253K +284 New
JGGDR
1647
JGP Global Gestao de Recursos
Brazil
$246K +$1.78K +2 +0.7%
AIA
1648
Affinity Investment Advisors
California
$245K
AG
1649
AIA Group
Hong Kong
$245K +$253K +283 New
DWA
1650
Dorsey Wright & Associates
California
$245K +$253K +283 New