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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
24.29%
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
670
Closed
88
Calls
$878M
Puts
$732M
Net Calls
+$146M
Net Calls Change
-$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1951
Clark Wealth Partners
Illinois
$4.92K
WPA
1952
Wealth Preservation Advisors
Tennessee
$4.92K
BGA
1953
Battery Global Advisors
Massachusetts
$4.92K +$4.9K +6 New
EWP
1954
Elevation Wealth Partners
California
$4.92K +$4.9K +6 New
NA
1955
Networth Advisors
Pennsylvania
$4.92K +$4.9K +6 New
WA
1956
Whipplewood Advisors
Colorado
$4.92K +$4.9K +6 New
NWM
1957
Nova Wealth Management
Florida
$4.83K
HIA
1958
HFM Investment Advisors
New Jersey
$4.1K +$2.45K +3 +150%
LWMI
1959
Legacy Wealth Management (Idaho)
Idaho
$4.1K +$2.45K +3 +150%
GWM
1960
Gilpin Wealth Management
Colorado
$4.1K +$4.08K +5 New
MSFP
1961
Mark Sheptoff Financial Planning
Connecticut
$4.1K
MAS
1962
MPWM Advisory Solutions
Georgia
$4.1K
1CP
1963
1015 Capital Partners
Pennsylvania
$4.1K +$4.08K +5 New
QA
1964
Quattro Advisors
Pennsylvania
$3.28K +$3.26K +4 New
RWM
1965
Rialto Wealth Management
New York
$3.28K
TCM
1966
Tradewinds Capital Management
Washington
$3.28K
W
1967
WealthCollab
Washington
$3.28K
CFD
1968
Creative Financial Designs
Indiana
$3.28K
GIM
1969
Gold Investment Management
Alberta, Canada
$3.28K
KFA
1970
Kelleher Financial Advisors
New York
$3.28K
SNB
1971
Security National Bank
Nebraska
$3.28K
NL
1972
NVWM LLC
Pennsylvania
$3.28K +$816 +1 +33%
MW
1973
Merited Wealth
Florida
$3.28K +$3.26K +4 New
FC
1974
Financial Consulate
Maryland
$3.26K +$3.26K +4 New
PGAM
1975
Princeton Global Asset Management
New Jersey
$2.46K