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McKesson

1,996 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, 670 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: 1,8301,996 (+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: 670

8% less funds holding in top 10

Funds holding in top 10: 3734 (-3)

Holders
1,996
Holders Change
+166
Holders Change %
+9.07%
% of All Funds
24.28%
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
670
Closed
88
Calls
$878M
Puts
$732M
Net Calls
+$146M
Net Calls Change
-$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
1826
Cherry Tree Wealth Management
Minnesota
$47.6K +$20.4K +25 +76%
MCM
1827
MidAtlantic Capital Management
Virginia
$47.6K +$47.3K +58 New
SN
1828
Sittner & Nelson
Oregon
$47.4K
SRCM
1829
Signature Resources Capital Management
California
$44.3K
Loomis, Sayles & Company
1830
Loomis, Sayles & Company
Massachusetts
$42.7K -$1.63K -2 -4%
AIM
1831
Access Investment Management
Georgia
$42.5K
AWM
1832
Activest Wealth Management
Florida
$41.8K +$14.7K +18 +55%
AIS
1833
Advocate Investing Services
Maryland
$41.2K +$40.8K +50 New
LAM
1834
Lynch Asset Management
Pennsylvania
$41K
MEG
1835
Millstone Evans Group
Colorado
$41K
BW
1836
Bravera Wealth
North Dakota
$41K +$40.8K +50 New
GAMC
1837
Garner Asset Management Corp
Texas
$41K +$40.8K +50 New
WA
1838
Walsh & Associates
Florida
$41K +$40.8K +50 New
SVWA
1839
Sarver Vrooman Wealth Advisors
Missouri
$39.4K -$26.1K -32 -40%
DWA
1840
Delos Wealth Advisors
Texas
$39.4K
KAS
1841
Kemnay Advisory Services
New York
$39.4K +$39.2K +48 New
CAC
1842
Core Alternative Capital
Georgia
$38.6K -$1.63K -2 -4%
HIA
1843
Harbor Investment Advisory
Maryland
$36.9K
CT
1844
Clearstead Trust
Maine
$36.1K -$5.71K -7 -14%
MWA
1845
Medallion Wealth Advisors
Connecticut
$36.1K
VWA
1846
Valued Wealth Advisors
Utah
$35.4K
AP
1847
Aspect Partners
Virginia
$35.3K
GWS
1848
Greykasell Wealth Strategies
California
$35K +$18K +22 +105%
VWM
1849
Vermillion Wealth Management
Minnesota
$33.7K
MWM
1850
Mascoma Wealth Management
New Hampshire
$33.6K