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McKesson

1,668 hedge funds and large institutions have $63.6B invested in McKesson in 2024 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 549 increasing their positions, 628 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 256 | Existing positions closed: 98

44% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $774M

17% more capital invested

Capital invested by funds: $54.2B → $63.6B (+$9.44B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

8% more funds holding

Funds holding: 1,5441,668 (+124)

0.94% more ownership

Funds ownership: 85.12%86.06% (+0.94%)

13% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 628

Holders
1,668
Holders Change
+124
Holders Change %
+8.03%
% of All Funds
21.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.47%
New
256
Increased
549
Reduced
628
Closed
98
Calls
$1.12B
Puts
$774M
Net Calls
+$343M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
701
U.S. Capital Wealth Advisors
Texas
$1.59M +$109K +195 +8%
CFG
702
Cooper Financial Group
California
$1.58M +$105K +188 +7%
WB
703
WesBanco Bank
West Virginia
$1.58M -$30.8K -55 -2%
SW
704
SteelPeak Wealth
California
$1.57M -$509K -909 -25%
WWM
705
Western Wealth Management
Colorado
$1.57M -$161K -287 -9%
CFB
706
Cullen/Frost Bankers
Texas
$1.56M +$59.9K +107 +4%
JF
707
Jump Financial
Illinois
$1.55M +$499K +891 +49%
QI
708
Qtron Investments
Massachusetts
$1.55M +$214K +383 +16%
IAN
709
Integrated Advisors Network
Texas
$1.53M -$12.3K -22 -0.8%
AAMU
710
APG Asset Management US
New York
$1.53M -$1.27M -2,272 -46%
SWA
711
SFMG Wealth Advisors
Texas
$1.51M +$278K +496 +23%
BHPW
712
Beverly Hills Private Wealth
California
$1.51M +$111K +199 +8%
FNT
713
First National Trust
Pennsylvania
$1.5M -$23.5K -42 -2%
VWM
714
Venturi Wealth Management
Texas
$1.5M +$44.8K +80 +3%
TAM
715
Titleist Asset Management
Texas
$1.49M -$84K -150 -5%
LDB
716
Lee, Danner & Bass
Tennessee
$1.49M
CWM
717
Congress Wealth Management
Massachusetts
$1.49M +$86.2K +154 +6%
GM
718
GeoWealth Management
Illinois
$1.47M -$57.1K -102 -4%
CA
719
Claro Advisors
Massachusetts
$1.47M +$102K +183 +8%
LCWM
720
Legacy Capital Wealth Management
Texas
$1.46M +$1.44M +2,570 New
IAMOG
721
Investors Asset Management of Georgia
Georgia
$1.46M
WOC
722
West Oak Capital
California
$1.45M -$30.8K -55 -18%
HT
723
Heritage Trust
Oklahoma
$1.45M +$1.43M +2,549 New
AAIS
724
ABN AMRO Investment Solutions
$1.44M +$7.28K +13 +0.5%
AT
725
AMF Tjänstepension
Sweden
$1.44M +$1.41M +2,523 New

MCK Hedge Fund Activity: Q4 2024 in Review

1,668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2024, worth a combined $63.6B — up 17% from $54.2B a quarter earlier.

Buyers outnumbered sellers: 256 funds opened new MCK positions and 98 closed out — a net gain of 158 holders — while 549 added to existing stakes and 628 trimmed.

The largest buyer was Farallon Capital Management, opening a new position worth an estimated $342M. The largest seller was International Assets Investment Management, cutting an estimated $451M.

  • 1,668 institutional investors held McKesson (MCK) as of Q4 2024, up from 1,544 in Q3 2024.
  • Funds reported $63.6B of McKesson stock for Q4 2024, up 17% quarter-over-quarter.
  • 256 funds opened new McKesson positions in Q4 2024 and 98 closed out, a net change of +158 holders.
  • The largest McKesson buyer in Q4 2024 was Farallon Capital Management, an estimated $342M added.
  • The largest McKesson seller in Q4 2024 was International Assets Investment Management, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.