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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
SIS
1776
Sound Income Strategies
Florida
$102K +$50.6K +62 +105%
CIA
1777
Cape Investment Advisory
Georgia
$101K +$10.6K +13 +12%
P
1778
Palladiem
Pennsylvania
$99.4K +$97.9K +120 New
RWM
1779
RMG Wealth Management
Wisconsin
$99.1K +$98.7K +121 New
BWL
1780
Bogart Wealth LLC
Virginia
$98.4K
MCCP
1781
Mission Creek Capital Partners
California
$96.2K -$5.71K -7 -0.1%
CBT
1782
CoreFirst Bank & Trust
Kansas
$96K
DJSG
1783
D.J. St. Germain
Massachusetts
$96K
RFS
1784
Richardson Financial Services
Massachusetts
$95.2K -$11.4K -14 -11%
PWMG
1785
Private Wealth Management Group
New Jersey
$95.2K -$816 -1 -0.9%
WTA
1786
Washington Trust Advisors
Massachusetts
$93.5K +$45.7K +56 +97%
LI
1787
LRI Investments
Florida
$91.3K +$9.79K +12 +12%
TWD
1788
True Wealth Design
Ohio
$91.1K -$816 -1 -0.9%
Q1WB
1789
Quest 10 Wealth Builders
Virginia
$89.4K -$4.08K -5 -4%
ECA
1790
Elevated Capital Advisors
Utah
$87.5K +$87.3K +107 New
RA
1791
Ransom Advisory
Rhode Island
$87K
CRI
1792
Commonwealth Retirement Investments
Virginia
$87K +$86.5K +106 New
AF
1793
Alerus Financial
North Dakota
$85.3K
SL
1794
Salomon & Ludwin
Virginia
$85K +$12.2K +15 +17%
FFA
1795
Frazier Financial Advisors
Ohio
$83.4K -$1.63K -2 -2%
CPG
1796
Cornerstone Planning Group
New Jersey
$82.9K
CCC
1797
Chelsea Counsel Company
California
$82.1K
B
1798
Birchbrook
Maine
$82K
MMG
1799
Monetary Management Group
Missouri
$82K
CAM
1800
Chesapeake Asset Management
New York
$82K +$81.6K +100 New