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McKesson
MCK

Overview Fund Activity

1,726 hedge funds and large institutions have $72.6B invested in McKesson in 2025 Q1 according to their latest regulatory filings, with 221 funds opening new positions, 594 increasing their positions, 622 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
+78
Holders Change %
+4.73%
% of All Funds
23.44%
Holding in Top 10
52
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+44.44%
% of All Funds
0.71%
New
221
Increased
594
Reduced
622
Closed
110
Calls
$616M
Puts
$648M
Net Calls
-$31.9M
Net Calls Change
-$375M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$394M
2
DZ Bank
DZ Bank
Germany
+$357M
3
BlackRock
BlackRock
New York
+$302M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$282M
5
Boston Partners
Boston Partners
Massachusetts
+$246M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$626M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$166M
3
Renaissance Technologies
Renaissance Technologies
New York
-$158M
4
Deutsche Bank
Deutsche Bank
Germany
-$147M
5
SP
SurgoCap Partners
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
976
Sagespring Wealth Partners
Tennessee
$756K +$131K +195 +21%
PP
977
PDS Planning
Ohio
$745K +$108K +160 +17%
CGL
978
Clarius Group LLC
Washington
$732K -$4.04K -6 -0.5%
MWM
979
MorganRosel Wealth Management
Colorado
$728K +$317K +471 +77%
SOS
980
Silver Oak Securities
Tennessee
$724K – – –
FCI
981
Financial Counselors Inc
Kansas
$719K +$103K +153 +17%
YWM
982
Yukon Wealth Management
Kansas
$717K +$717K +1,065 New
DW30
983
Drucker Wealth 3.0
New Jersey
$715K -$86.1K -128 -11%
IWM
984
IHT Wealth Management
Illinois
$714K +$49.1K +73 +7%
CB
985
Community Bank
New York
$713K -$168K -250 -19%
MMPW
986
Mitchell McLeod Pugh & Williams
Alabama
$713K +$67.3K +100 +10%
VSQM
987
V-Square Quantitative Management
Illinois
$713K -$82.8K -123 -10%
BWP
988
Balboa Wealth Partners
Arizona
$707K -$18.2K -27 -3%
AFW
989
Avantra Family Wealth
Pennsylvania
$705K -$137K -203 -16%
TCPW
990
Twin City Private Wealth
North Carolina
$705K -$37.7K -56 -5%
KA
991
KLCM Advisors
Wisconsin
$704K – – –
CWP
992
Capital Wealth Planning
Florida
$698K +$698K +1,037 New
DC
993
DeDora Capital
California
$697K -$12.8K -19 -2%
SQA
994
Simon Quick Advisors
New Jersey
$696K +$248K +368 +55%
MGIA
995
Moneta Group Investment Advisors
Missouri
$686K -$59.2K -88 -8%
TC
996
Trilogy Capital
California
$684K -$1.35K -2 -0.2%
AFA
997
Avant Financial Advisors
Texas
$682K – – –
PFA
998
Pure Financial Advisors
California
$680K +$147K +218 +28%
HBT
999
Heartland Bank & Trust
Illinois
$680K +$104K +154 +18%
GL
1000
Graypoint LLC
New York
$679K +$2.02K +3 +0.3%
38 39
40
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