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McKesson

1,753 hedge funds and large institutions have $74.1B invested in McKesson in 2025 Q1 according to their latest regulatory filings, with 222 funds opening new positions, 599 increasing their positions, 635 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 110

44% more funds holding in top 10

Funds holding in top 10: 3652 (+16)

16% more capital invested

Capital invested by funds: $63.6B → $74.1B (+$10.5B)

5% more funds holding

Funds holding: 1,6691,753 (+84)

1.78% more ownership

Funds ownership: 86.06%87.84% (+1.8%)

5% less call options, than puts

Call options by funds: $616M | Put options by funds: $648M

6% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 635

Holders
1,753
Holders Change
+84
Holders Change %
+5.03%
% of All Funds
23.5%
Holding in Top 10
52
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+44.44%
% of All Funds
0.7%
New
222
Increased
599
Reduced
635
Closed
110
Calls
$616M
Puts
$648M
Net Calls
-$32.7M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
OBAM
351
ODDO BHF Asset Management
France
$9.75M +$149K +241 +2%
TW
352
Trajan Wealth
Arizona
$9.65M +$435K +704 +5%
LGF
353
LGT Group Foundation
Liechtenstein
$9.64M +$8.86M +14,325 New
PAMG
354
Patton Albertson Miller Group
Tennessee
$9.58M -$2.19M -3,549 -20%
ISL
355
Ingalls & Snyder LLC
New York
$9.56M +$237K +384 +3%
FCH
356
Freestone Capital Holdings
Washington
$9.5M +$208K +337 +2%
BEW
357
Burton Enright Welch
California
$9.49M -$109K -176 -1%
CP
358
Cumberland Partners
Ontario, Canada
$9.47M +$3.8M +6,150 +78%
PIP
359
Peachtree Investment Partners
Florida
$9.46M +$150K +242 +2%
MCWS
360
McKinley Carter Wealth Services
West Virginia
$9.39M +$124K +201 +1%
LPT
361
Legacy Private Trust
Wisconsin
$9.37M -$990K -1,601 -10%
KCG
362
Kinsale Capital Group
Virginia
$9.31M +$1.09M +1,762 +15%
AssetMark Inc
363
AssetMark Inc
California
$9.31M +$1.47M +2,379 +21%
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$9.3M +$1.89M +3,053 +28%
GIM
365
Generate Investment Management
New Zealand
$9.29M -$2.94M -4,753 -26%
PMG
366
ProVise Management Group
Florida
$9.24M +$81K +131 +1%
HFS
367
Haverford Financial Services
Pennsylvania
$9.22M -$41.4K -67 -0.5%
ASN
368
Advisory Services Network
Georgia
$9.06M +$81K +131 +1%
William Blair & Company
369
William Blair & Company
Illinois
$8.96M -$315K -509 -4%
RWM
370
Ritholtz Wealth Management
New York
$8.88M +$101K +164 +1%
Kayne Anderson Rudnick Investment Management
371
Kayne Anderson Rudnick Investment Management
California
$8.87M -$574K -929 -7%
ZIM
372
Zacks Investment Management
Illinois
$8.85M +$13.6K +22 +0.2%
Kovitz Investment Group Partners
373
Kovitz Investment Group Partners
Illinois
$8.85M +$2.37M +3,841 +41%
Bank of Nova Scotia
374
Bank of Nova Scotia
Ontario, Canada
$8.84M -$4.69M -7,594 -37%
BPA
375
Beacon Pointe Advisors
California
$8.75M +$150K +242 +2%

MCK Hedge Fund Activity: Q1 2025 in Review

1,753 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2025, worth a combined $74.1B — up 16% from $63.6B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new MCK positions and 110 closed out — a net gain of 112 holders — while 599 added to existing stakes and 635 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $362M. The largest seller was Fidelity Investments, cutting an estimated $575M.

  • 1,753 institutional investors held McKesson (MCK) as of Q1 2025, up from 1,669 in Q4 2024.
  • Funds reported $74.1B of McKesson stock for Q1 2025, up 16% quarter-over-quarter.
  • 222 funds opened new McKesson positions in Q1 2025 and 110 closed out, a net change of +112 holders.
  • The largest McKesson buyer in Q1 2025 was Holocene Advisors, an estimated $362M added.
  • The largest McKesson seller in Q1 2025 was Fidelity Investments, an estimated $575M sold.

Based on aggregated 13F filings for Q1 2025.