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McKesson

1,668 hedge funds and large institutions have $63.6B invested in McKesson in 2024 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 549 increasing their positions, 628 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 256 | Existing positions closed: 98

44% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $774M

17% more capital invested

Capital invested by funds: $54.2B → $63.6B (+$9.44B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

8% more funds holding

Funds holding: 1,5441,668 (+124)

0.94% more ownership

Funds ownership: 85.12%86.06% (+0.94%)

13% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 628

Holders
1,668
Holders Change
+124
Holders Change %
+8.03%
% of All Funds
21.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.47%
New
256
Increased
549
Reduced
628
Closed
98
Calls
$1.12B
Puts
$774M
Net Calls
+$343M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
1001
Cerro Pacific Wealth Advisors
California
$619K +$20.2K +36 +3%
SOS
1002
Silver Oak Securities
Tennessee
$618K +$336K +600 +124%
BWP
1003
Balboa Wealth Partners
Arizona
$614K +$251K +449 +71%
RYIA
1004
Roehl & Yi Investment Advisors
Oregon
$613K +$603K +1,076 New
DTC
1005
Davidson Trust Company
Washington
$612K
TA
1006
TruWealth Advisors
Louisiana
$612K +$50.4K +90 +9%
AFG
1007
Atomi Financial Group
New York
$611K +$119K +213 +25%
BIG
1008
Brooklyn Investment Group
New York
$609K +$15.1K +27 +3%
OFS
1009
OneAscent Financial Services
Alabama
$601K +$206K +367 +53%
DC
1010
DeDora Capital
California
$601K +$7.84K +14 +1%
KA
1011
KLCM Advisors
Wisconsin
$596K
VVP
1012
Venture Visionary Partners
Ohio
$586K +$164K +292 +40%
SAG
1013
SageView Advisory Group
California
$586K +$42K +75 +8%
DFCM
1014
Dark Forest Capital Management
Puerto Rico
$584K +$258K +460 +81%
IP
1015
Isthmus Partners
Wisconsin
$581K
TC
1016
Trilogy Capital
California
$581K -$11.8K -21 -2%
AFA
1017
Avant Financial Advisors
Texas
$578K +$568K +1,014 New
GL
1018
Graypoint LLC
New York
$573K +$21.3K +38 +4%
CPBTD
1019
Central Pacific Bank - Trust Division
Hawaii
$571K -$281K -502 -33%
VF
1020
Virtu Financial
New York
$570K +$560K +1,000 New
HA
1021
Harbor Advisors
Florida
$570K
OWA
1022
Opal Wealth Advisors
New York
$570K +$22.4K +40 +4%
FS
1023
Financially Speaking
Colorado
$570K +$560K +1,000 New
SWP
1024
Strategic Wealth Partners
Ohio
$568K +$158K +282 +43%
IWM
1025
IHT Wealth Management
Illinois
$564K -$74.5K -133 -12%

MCK Hedge Fund Activity: Q4 2024 in Review

1,668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2024, worth a combined $63.6B — up 17% from $54.2B a quarter earlier.

Buyers outnumbered sellers: 256 funds opened new MCK positions and 98 closed out — a net gain of 158 holders — while 549 added to existing stakes and 628 trimmed.

The largest buyer was Farallon Capital Management, opening a new position worth an estimated $342M. The largest seller was International Assets Investment Management, cutting an estimated $451M.

  • 1,668 institutional investors held McKesson (MCK) as of Q4 2024, up from 1,544 in Q3 2024.
  • Funds reported $63.6B of McKesson stock for Q4 2024, up 17% quarter-over-quarter.
  • 256 funds opened new McKesson positions in Q4 2024 and 98 closed out, a net change of +158 holders.
  • The largest McKesson buyer in Q4 2024 was Farallon Capital Management, an estimated $342M added.
  • The largest McKesson seller in Q4 2024 was International Assets Investment Management, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.