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McKesson

1,830 hedge funds and large institutions have $82.6B invested in McKesson in 2025 Q3 according to their latest regulatory filings, with 166 funds opening new positions, 639 increasing their positions, 669 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 95

23% more call options, than puts

Call options by funds: $940M | Put options by funds: $762M

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

2% more funds holding

Funds holding: 1,7871,830 (+43)

2% more capital invested

Capital invested by funds: $80.6B → $82.6B (+$1.98B)

4% less repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 669

2.12% less ownership

Funds ownership: 88.19%86.07% (-2.1%)

Holders
1,830
Holders Change
+43
Holders Change %
+2.41%
% of All Funds
24.03%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.49%
New
166
Increased
639
Reduced
669
Closed
95
Calls
$940M
Puts
$762M
Net Calls
+$178M
Net Calls Change
+$8.67M
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
1751
Moisand Fitzgerald Tamayo
Florida
$14.7K
EPW
1752
Evergreen Private Wealth
Colorado
$13.9K
LFA
1753
LGT Financial Advisors
Texas
$13.3K
CIAS
1754
CBIZ Investment Advisory Services
Ohio
$13.1K -$5.63K -8 -32%
HHGA
1755
Halbert Hargrove Global Advisors
California
$13.1K +$12K +17 New
CAM
1756
Creekmur Asset Management
Illinois
$13.1K
LAM
1757
LOM Asset Management
$12K
KFP
1758
Kerr Financial Planning
California
$11.9K +$9.86K +14 New
DCM
1759
Disciplina Capital Management
Tennessee
$11.6K
FMP
1760
Financial Management Professionals
Texas
$11.6K +$2.82K +4 +36%
AFG
1761
Albion Financial Group
Utah
$11.6K
CSC
1762
Caldwell Sutter Capital
California
$11.6K
CWA
1763
Carolina Wealth Advisors
South Carolina
$11.6K
LFASL
1764
Lugano Financial Advisors SA (LFA)
Switzerland
$11.6K
PPC
1765
Park Place Capital
Alabama
$11.6K +$2.11K +3 +25%
EPAM
1766
Evelyn Partners Asset Management
$11.6K +$10.6K +15 New
SPF
1767
South Plains Financial
Texas
$11.6K
CA
1768
Centerpoint Advisors
Massachusetts
$11K +$9.86K +14 New
RWA
1769
Redmont Wealth Advisors
Illinois
$10.8K
IWM
1770
IMG Wealth Management
Florida
$10.8K +$3.52K +5 +56%
ECM
1771
Estabrook Capital Management
New York
$10K
FW
1772
Fairway Wealth
Ohio
$10K
CMP
1773
Coston McIsaac & Partners
Maine
$10K
CCM
1774
Cloud Capital Management
Washington
$10K +$9.15K +13 New
DPW
1775
DiNuzzo Private Wealth
Pennsylvania
$9.61K -$704 -1 -7%