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McKesson

1,963 hedge funds and large institutions have $89B invested in McKesson in 2025 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 695 increasing their positions, 663 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.08% more ownership

Funds ownership: 85.93%88.01% (+2.1%)

5% more repeat investments, than reductions

Existing positions increased: 695 | Existing positions reduced: 663

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

Holders
1,963
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$878M
Puts
$732M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
2026
Bridges Investment Management
Nebraska
IF
2027
Intrua Financial
Texas
NC
2028
North Capital
Utah
EDRH
2029
Edmond de Rothschild Holding
Switzerland
GFWA
2030
Grey Fox Wealth Advisors
Delaware
CIAM
2031
Caitong International Asset Management
Hong Kong
SOW
2032
State of Wyoming
Wyoming
ABWM
2033
Alpine Bank Wealth Management
Colorado
IUHSA
2034
Itau Unibanco Holding S.A.
Brazil
RA
2035
Rise Advisors
New York
MNA
2036
Manning & Napier Advisors
New York
HFS
2037
Hopwood Financial Services
Virginia
JWM
2038
JPL Wealth Management
Colorado
EPW
2039
Evergreen Private Wealth
Colorado
HHGA
2040
Halbert Hargrove Global Advisors
California
CCM
2041
Cloud Capital Management
Washington
SAS
2042
Spurstone Advisory Services
Connecticut
FLP
2043
Financial Life Planners
Arizona
TIM
2044
Tortoise Investment Management
New York
DRP
2045
Decker Retirement Planning
Utah
FGAM
2046
Financial Gravity Asset Management
Texas
HWA
2047
Heartwood Wealth Advisors
Virginia
ETS
2048
ESL Trust Services
New York
GWSA
2049
Global Wealth Strategies & Associates
Colorado
SIP
2050
Sellwood Investment Partners
Oregon