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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
CFM
1901
Cornerstone Financial Management
Massachusetts
$13.1K +$13.1K +16 New
LB
1902
Legacy Bridge
Iowa
$13.1K +$13.1K +16 New
DCM
1903
Disciplina Capital Management
Tennessee
$12.3K
FMP
1904
Financial Management Professionals
Texas
$12.3K
AFG
1905
Albion Financial Group
Utah
$12.3K
DCM
1906
Davidson Capital Management
Texas
$12.3K +$12.2K +15 New
CSC
1907
Caldwell Sutter Capital
California
$12.3K
CWA
1908
Carolina Wealth Advisors
South Carolina
$12.3K
EPAM
1909
Evelyn Partners Asset Management
$12.3K
LFASL
1910
Lugano Financial Advisors SA (LFA)
Switzerland
$12.3K
SPF
1911
South Plains Financial
Texas
$12.3K
EFMH
1912
E Fund Management (HK)
Hong Kong
$11.9K +$10.6K +13 +1,300%
WW
1913
Winnow Wealth
Texas
$11.5K -$55.5K -68 -83%
DPW
1914
DiNuzzo Private Wealth
Pennsylvania
$11.5K
SC
1915
Solstein Capital
California
$11.5K -$19.6K -24 -63%
RWA
1916
Redmont Wealth Advisors
Illinois
$11.5K
CA
1917
Centerpoint Advisors
Massachusetts
$11K
CMP
1918
Coston McIsaac & Partners
Maine
$11K
ECM
1919
Estabrook Capital Management
New York
$10.7K
FW
1920
Fairway Wealth
Ohio
$10.7K
CWM
1921
Copia Wealth Management
Oregon
$9.99K
KG
1922
Kilter Group
New York
$9.84K
JFA
1923
JNBA Financial Advisors
Minnesota
$9.84K +$2.45K +3 +33%
EPG
1924
Estate Planners Group
Pennsylvania
$9.79K +$9.79K +12 New
PIS
1925
POM Investment Strategies
North Carolina
$9.21K +$8.98K +11 New