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McKesson

1,974 hedge funds and large institutions have $89.1B invested in McKesson in 2025 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 696 increasing their positions, 665 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.18% more ownership

Funds ownership: 85.94%88.12% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 696 | Existing positions reduced: 665

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

Holders
1,974
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$878M
Puts
$732M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
1726
Keating Financial Advisory Services
Kansas
$148K
PWA
1727
Principia Wealth Advisory
Texas
$144K
DE
1728
DV Equities
Illinois
$142K
LWANC
1729
Laurel Wealth Advisors (North Carolina)
North Carolina
$139K
AWM
1730
Ameliora Wealth Management
Switzerland
$139K
UFF
1731
USA Financial Formulas
Michigan
$136K
SWA
1732
SOA Wealth Advisors
New York
$135K
PP
1733
Pacifica Partners
Canada
$135K
PMFA
1734
Plante Moran Financial Advisors
Michigan
$135K
GWM
1735
Greenline Wealth Management
Florida
$135K
FWA
1736
Flagship Wealth Advisors
Massachusetts
$135K
SIC
1737
SJS Investment Consulting
Ohio
$131K
BHWM
1738
Bay Harbor Wealth Management
Maryland
$130K
RF
1739
Rossby Financial
Florida
$127K
MCM
1740
MV Capital Management
Maryland
$126K
HC
1741
Hurley Capital
New York
$126K
TH
1742
TCTC Holdings
Texas
$124K
RAM
1743
Reflection Asset Management
South Carolina
$123K
GWSG
1744
GPS Wealth Strategies Group
Colorado
$120K
OCM
1745
Orion Capital Management
California
$118K
TFA
1746
Transamerica Financial Advisors
Florida
$115K
LI
1747
Louisbourg Investments
New Brunswick, Canada
$115K
FP
1748
Financial Perspectives
Minnesota
$113K
C
1749
Covestor
United Kingdom
$113K
HNW
1750
High Note Wealth
Minnesota
$112K