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McKesson

1,728 hedge funds and large institutions have $72.6B invested in McKesson in 2025 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 596 increasing their positions, 623 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.25% more ownership

Funds ownership: 85.85%86.1% (+0.25%)

4% less repeat investments, than reductions

Existing positions increased: 596 | Existing positions reduced: 623

5% less call options, than puts

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

Holders
1,728
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$616M
Puts
$648M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
976
Kintegral Advisory
New York
$757K
SWP
977
Sagespring Wealth Partners
Tennessee
$756K
BW
978
Basepoint Wealth
Iowa
$746K
PP
979
PDS Planning
Ohio
$745K
CGL
980
Clarius Group LLC
Washington
$732K
MWM
981
MorganRosel Wealth Management
Colorado
$728K
SOS
982
Silver Oak Securities
Tennessee
$724K
FCI
983
Financial Counselors Inc
Kansas
$719K
YWM
984
Yukon Wealth Management
Kansas
$717K
DW30
985
Drucker Wealth 3.0
New Jersey
$715K
IWM
986
IHT Wealth Management
Illinois
$714K
CB
987
Community Bank
New York
$713K
MMPW
988
Mitchell McLeod Pugh & Williams
Alabama
$713K
VSQM
989
V-Square Quantitative Management
Illinois
$713K
BWP
990
Balboa Wealth Partners
Arizona
$707K
AFW
991
Avantra Family Wealth
Pennsylvania
$705K
TCPW
992
Twin City Private Wealth
North Carolina
$705K
KA
993
KLCM Advisors
Wisconsin
$704K
CWP
994
Capital Wealth Planning
Florida
$698K
DC
995
DeDora Capital
California
$697K
SQA
996
Simon Quick Advisors
New Jersey
$696K
MGIA
997
Moneta Group Investment Advisors
Missouri
$686K
TC
998
Trilogy Capital
California
$684K
AFA
999
Avant Financial Advisors
Texas
$682K
PFA
1000
Pure Financial Advisors
California
$680K