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McKesson

1,831 hedge funds and large institutions have $82.6B invested in McKesson in 2025 Q3 according to their latest regulatory filings, with 166 funds opening new positions, 639 increasing their positions, 670 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 96

23% more call options, than puts

Call options by funds: $940M | Put options by funds: $762M

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

2% more funds holding

Funds holding: 1,7891,831 (+42)

2% more capital invested

Capital invested by funds: $80.6B → $82.6B (+$1.98B)

5% less repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 670

2.12% less ownership

Funds ownership: 88.2%86.07% (-2.1%)

Holders
1,831
Holders Change
+42
Holders Change %
+2.35%
% of All Funds
24.03%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.49%
New
166
Increased
639
Reduced
670
Closed
96
Calls
$940M
Puts
$762M
Net Calls
+$178M
Net Calls Change
+$8.67M
Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
951
Mitchell McLeod Pugh & Williams
Alabama
$1.01M +$142K +201 +19%
PWM
952
Perigon Wealth Management
California
$1.01M +$127K +181 +16%
CL
953
CSS LLC
Illinois
$1.01M +$14.1K +20 +2%
BBHC
954
Brown Brothers Harriman & Co
New York
$1.01M +$30.3K +43 +3%
BF
955
BOK Financial
Oklahoma
$1.01M +$142K +201 +18%
FWM
956
Forza Wealth Management
Florida
$1M -$14.1K -20 -2%
OPA
957
Old Port Advisors
Maine
$1M -$15.5K -22 -2%
XT
958
XTX Topco
Cayman Islands
$998K +$910K +1,292 New
AWM
959
Axxcess Wealth Management
California
$996K +$275K +391 +44%
TA
960
TruWealth Advisors
Louisiana
$994K +$45.1K +64 +5%
IIC
961
Integrated Investment Consultants
Michigan
$983K -$337K -479 -27%
GSWM
962
Golden State Wealth Management
California
$980K
EW
963
Evoke Wealth
California
$973K -$66.2K -94 -7%
WFC
964
Western Financial Corp
California
$951K +$19.7K +28 +2%
CI
965
Cigna Investments
Connecticut
$951K -$7.04K -10 -0.8%
CBTWT
966
Community Bank & Trust (Waco, Texas)
Texas
$946K
DDC
967
DF Dent & Co
Maryland
$946K +$862K +1,224 New
SMA
968
Sage Mountain Advisors
Georgia
$945K -$113K -160 -12%
MWP
969
Meriwether Wealth & Planning
Louisiana
$945K -$6.34K -9 -0.7%
SBF
970
Sara-Bay Financial
Florida
$939K
KF
971
Krilogy Financial
Missouri
$938K +$782K +1,111 New
IFWM
972
Institute for Wealth Management
Colorado
$936K
PP
973
PDS Planning
Ohio
$934K +$9.15K +13 +1%
AWM
974
Aries Wealth Management
Maine
$933K
HSA
975
HBK Sorce Advisory
Pennsylvania
$932K -$3.52K -5 -0.4%

MCK Hedge Fund Activity: Q3 2025 in Review

1,831 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q3 2025, worth a combined $82.6B — up 2.5% from $80.6B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new MCK positions and 96 closed out — a net gain of 70 holders — while 639 added to existing stakes and 670 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $550M. The largest seller was JP Morgan Chase, cutting an estimated $1.42B.

  • 1,831 institutional investors held McKesson (MCK) as of Q3 2025, up from 1,789 in Q2 2025.
  • Funds reported $82.6B of McKesson stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 166 funds opened new McKesson positions in Q3 2025 and 96 closed out, a net change of +70 holders.
  • The largest McKesson buyer in Q3 2025 was Fidelity Investments, an estimated $550M added.
  • The largest McKesson seller in Q3 2025 was JP Morgan Chase, an estimated $1.42B sold.

Based on aggregated 13F filings for Q3 2025.