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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
MWP
951
Meriwether Wealth & Planning
Louisiana
$843K +$86.6K +140 +13%
RWP
952
Ridgecrest Wealth Partners
California
$839K
SMA
953
Sage Mountain Advisors
Georgia
$837K -$63.1K -102 -8%
EWS
954
Evergreen Wealth Solutions
Pennsylvania
$835K -$110K -178 -13%
BWM
955
Buckley Wealth Management
Nevada
$829K -$1.85K -3 -0.2%
SBF
956
Sara-Bay Financial
Florida
$829K
JSC
957
Jackson Square Capital
California
$826K
CBTWT
958
Community Bank & Trust (Waco, Texas)
Texas
$824K
SIM
959
Stratos Investment Management
Ohio
$819K +$171K +277 +29%
IFWM
960
Institute for Wealth Management
Colorado
$815K -$3.09K -5 -0.4%
AWM
961
Aries Wealth Management
Maine
$813K
FAM
962
Fairtree Asset Management
South Africa
$810K -$98.3K -159 -12%
LAI
963
Legal Advantage Investments
California
$808K
CBUSF
964
Construction & Building Unions Superannuation Fund
Australia
$808K -$185K -300 -20%
CFM
965
Catalyst Funds Management
Australia
$808K -$124K -200 -14%
TFCP
966
Twin Focus Capital Partners
Massachusetts
$808K
AIP
967
Ameritas Investment Partners
Nebraska
$804K -$26.6K -43 -3%
CIM
968
Caldwell Investment Management
Ontario, Canada
$797K +$742K +1,200 New
EW
969
Evoke Wealth
California
$793K +$138K +223 +23%
PWM
970
Perigon Wealth Management
California
$793K -$12.4K -20 -2%
LC
971
Lindbrook Capital
California
$792K +$27.8K +45 +4%
PPW
972
Parcion Private Wealth
Washington
$790K +$351K +567 +93%
AFG
973
Atomi Financial Group
New York
$785K +$58.1K +94 +9%
HSA
974
HBK Sorce Advisory
Pennsylvania
$785K -$2.47K -4 -0.3%
EIA
975
Eldridge Investment Advisors
New Hampshire
$784K

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.