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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
FPAS
976
Focus Partners Advisor Solutions
Missouri
$782K +$182K +294 +34%
TCA
977
Transcend Capital Advisors
New Jersey
$781K +$119K +192 +20%
TA
978
TruWealth Advisors
Louisiana
$777K +$50.7K +82 +8%
WJWM
979
Williams Jones Wealth Management
New York
$774K
BF
980
BOK Financial
Oklahoma
$772K
TFF
981
The Family Firm
Maryland
$770K +$1.24K +2 +0.2%
ET
982
Entropy Technologies
New York
$768K -$1.79M -2,895 -72%
CCFM
983
Clear Creek Financial Management
Washington
$762K -$8.04K -13 -1%
SCM
984
SOL Capital Management
Maryland
$761K
Walleye Trading
985
Walleye Trading
New York
$758K -$6.34M -10,247 -90%
KA
986
Kintegral Advisory
New York
$757K -$1.85K -3 -0.3%
SWP
987
Sagespring Wealth Partners
Tennessee
$756K +$121K +195 +21%
BW
988
Basepoint Wealth
Iowa
$746K -$61.8K -100 -8%
PP
989
PDS Planning
Ohio
$745K +$98.9K +160 +17%
RYIA
990
Roehl & Yi Investment Advisors
Oregon
$742K +$16.7K +27 +3%
CGL
991
Clarius Group LLC
Washington
$732K -$3.71K -6 -0.5%
MWM
992
MorganRosel Wealth Management
Colorado
$728K +$291K +471 +77%
SOS
993
Silver Oak Securities
Tennessee
$724K
FCI
994
Financial Counselors Inc
Kansas
$719K +$94.6K +153 +17%
YWM
995
Yukon Wealth Management
Kansas
$717K +$658K +1,065 New
DW30
996
Drucker Wealth 3.0
New Jersey
$715K -$79.1K -128 -11%
IWM
997
IHT Wealth Management
Illinois
$714K +$45.1K +73 +7%
CB
998
Community Bank
New York
$713K -$155K -250 -19%
MMPW
999
Mitchell McLeod Pugh & Williams
Alabama
$713K +$61.8K +100 +10%
VSQM
1000
V-Square Quantitative Management
Illinois
$713K -$76K -123 -10%

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.