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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
SWM
901
Seed Wealth Management
Illinois
$992K
TAM
902
Trust Asset Management
Texas
$990K -$72.3K -117 -7%
MWM
903
Meridian Wealth Management
Kentucky
$989K -$29.1K -47 -3%
FHA
904
Flagship Harbor Advisors
Massachusetts
$988K +$5.56K +9 +0.6%
FFB
905
First Financial Bankshares
Texas
$976K -$30.9K -50 -3%
VCM
906
Virtue Capital Management
Tennessee
$973K +$57.5K +93 +7%
SAM
907
Smartleaf Asset Management
Massachusetts
$968K +$37.1K +60 +4%
WFI
908
West Family Investments
California
$960K -$231K -374 -21%
VFA
909
Valeo Financial Advisors
Indiana
$959K +$58.1K +94 +7%
CSP
910
Cary Street Partners
Virginia
$946K +$752K +1,217 +644%
VIA
911
Victrix Investment Advisors
Florida
$946K -$28.4K -46 -3%
SP
912
Sequent Planning
Nebraska
$945K -$2.47K -4 -0.3%
SP
913
SIH Partners
Delaware
$945K +$868K +1,404 New
KFSC
914
Keystone Financial Services (Colorado)
Colorado
$945K +$10.5K +17 +1%
EFI
915
EHP Funds Inc
Canada
$942K
OIA
916
Optimum Investment Advisors
Illinois
$942K
TSS
917
Thomas Story & Son
Indiana
$942K
DFCM
918
Dark Forest Capital Management
Puerto Rico
$942K +$232K +375 +37%
LWCFA
919
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$941K -$55.6K -90 -6%
EM
920
Excalibur Management
Massachusetts
$940K -$4.33K -7 -0.5%
RWA
921
River Wealth Advisors
Pennsylvania
$936K -$44.5K -72 -5%
Empower Advisory Group
922
Empower Advisory Group
Colorado
$935K -$4.95K -8 -0.6%
PP
923
Paloma Partners
Connecticut
$927K +$852K +1,378 New
CRWM
924
Castle Rock Wealth Management
California
$911K +$1.24K +2 +0.1%
AAP
925
Arax Advisory Partners
Colorado
$910K +$416K +673 +99%

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.