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McKesson

2,020 hedge funds and large institutions have $91.6B invested in McKesson in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 714 increasing their positions, 792 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

10% less repeat investments, than reductions

Existing positions increased: 714 | Existing positions reduced: 792

1.67% less ownership

Funds ownership: 88.28%86.6% (-1.7%)

12% less call options, than puts

Call options by funds: $531M | Put options by funds: $604M

Holders
2,020
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$531M
Puts
$604M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1976
Evolution Wealth Management
Florida
$5.19K
KFA
1977
Kelleher Financial Advisors
New York
$5.13K
NWM
1978
Nova Wealth Management
Florida
$5.1K
WA
1979
Westfuller Advisors
New York
$4.33K
BFS
1980
Bare Financial Services
Pennsylvania
$4.33K
LWMI
1981
Legacy Wealth Management (Idaho)
Idaho
$4.33K
MAS
1982
MPWM Advisory Solutions
Georgia
$4.33K
GWM
1983
Gilpin Wealth Management
Colorado
$4.33K
1CP
1984
1015 Capital Partners
Pennsylvania
$4.33K
RWM
1985
Rialto Wealth Management
New York
$4.33K
KCM
1986
Key Capital Management
Tennessee
$4.33K
HIW
1987
Holos Integrated Wealth
Pennsylvania
$4.28K
MSFP
1988
Mark Sheptoff Financial Planning
Connecticut
$4K
TCM
1989
Tradewinds Capital Management
Washington
$3.46K
W
1990
WealthCollab
Washington
$3.46K
CFD
1991
Creative Financial Designs
Indiana
$3.46K
GIM
1992
Gold Investment Management
Alberta, Canada
$3.46K
SNB
1993
Security National Bank
Nebraska
$3.46K
PWA
1994
Portus Wealth Advisors
North Carolina
$3.46K
CPL
1995
Capital & Planning LLC
Georgia
$3.46K
TLFA
1996
True Link Financial Advisors
California
$3.46K
CIAM
1997
Caitong International Asset Management
Hong Kong
$3.46K
IPS
1998
Investors Portfolio Services
Washington
$2.76K
PS
1999
PayPay Securities
Japan
$2.6K
NL
2000
NVWM LLC
Pennsylvania
$2.6K