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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
RIA
1751
Regal Investment Advisors
Michigan
$205K +$212K +237 New
FWP
1752
Flatrock Wealth Partners
California
$205K -$27.7K -31 -12%
QC
1753
Quantessence Capital
New York
$204K +$211K +236 New
SAW
1754
Signal Advisors Wealth
Michigan
$204K -$58K -65 -22%
CFWMA
1755
Center for Wealth Management Advisory
Ohio
$203K -$24.1K -27 -10%
AA
1756
Alesco Advisors
New York
$203K +$210K +235 New
GPI
1757
General Partner Inc
Pennsylvania
$202K
BFA
1758
Bill Few Associates
Pennsylvania
$202K +$209K +234 New
AFWM
1759
Arta Finance Wealth Management
California
$202K +$208K +233 New
TWP
1760
Tempus Wealth Planning
California
$201K -$25.9K -29 -11%
PG
1761
Patten Group
Tennessee
$201K +$207K +232 New
AG
1762
AmeriFlex Group
Nevada
$200K +$893 +1 +0.4%
OCM
1763
Osterweis Capital Management
California
$196K -$5.36K -6 -3%
DCM
1764
Davis Capital Management
Florida
$193K
PFSC
1765
Peoples Financial Services Corp
Pennsylvania
$192K
PCFFS
1766
Pacific Center for Financial Services
California
$190K
PAG
1767
Paladin Advisory Group
Iowa
$187K
AF
1768
Advisornet Financial
Minnesota
$184K -$54.4K -61 -22%
CTB
1769
Country Trust Bank
Illinois
$184K -$239K -268 -56%
WA
1770
Whipplewood Advisors
Colorado
$182K +$182K +204 +3,400%
Bank Julius Baer & Co
1771
Bank Julius Baer & Co
Switzerland
$182K -$10.8M -12,102 -98%
CFSG
1772
Community Financial Services Group
Vermont
$181K +$186K +208 New
BFPW
1773
BOK Financial Private Wealth
Colorado
$180K
KFAS
1774
Keating Financial Advisory Services
Kansas
$179K +$23.2K +26 +14%
TCA
1775
Trifecta Capital Advisors
Illinois
$173K