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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
BWP
1001
Balboa Wealth Partners
Arizona
$707K -$16.7K -27 -3%
AFW
1002
Avantra Family Wealth
Pennsylvania
$705K -$126K -203 -16%
TCPW
1003
Twin City Private Wealth
North Carolina
$705K -$34.6K -56 -5%
KA
1004
KLCM Advisors
Wisconsin
$704K
CWP
1005
Capital Wealth Planning
Florida
$698K +$641K +1,037 New
DC
1006
DeDora Capital
California
$697K -$11.7K -19 -2%
SQA
1007
Simon Quick Advisors
New Jersey
$696K +$228K +368 +55%
MGIA
1008
Moneta Group Investment Advisors
Missouri
$686K -$54.4K -88 -8%
TC
1009
Trilogy Capital
California
$684K -$1.24K -2 -0.2%
AFA
1010
Avant Financial Advisors
Texas
$682K
PFA
1011
Pure Financial Advisors
California
$680K +$135K +218 +28%
HBT
1012
Heartland Bank & Trust
Illinois
$680K +$95.2K +154 +18%
GL
1013
Graypoint LLC
New York
$679K +$1.85K +3 +0.3%
DOA
1014
D'Orazio & Associates
Virginia
$679K +$15.5K +25 +3%
CCIA
1015
Campbell & Co Investment Adviser
Maryland
$678K -$2.3M -3,727 -79%
Fisher Asset Management
1016
Fisher Asset Management
Washington
$677K +$50.7K +82 +9%
FC
1017
Forte Capital
New York
$676K +$369K +597 +146%
MG
1018
Marex Group
$673K -$791K -1,280 -56%
HA
1019
Harbor Advisors
Florida
$673K
PL
1020
Plancorp LLC
Missouri
$672K +$11.1K +18 +2%
GCS
1021
Gordian Capital (Singapore)
Singapore
$668K -$2.2M -3,560 -78%
GWWM
1022
Great Waters Wealth Management
Minnesota
$667K -$1.16M -1,880 -65%
CPIG
1023
Chicago Partners Investment Group
Illinois
$664K -$212K -343 -27%
SWM
1024
Sendero Wealth Management
Texas
$662K
AT
1025
Arlington Trust
Alabama
$662K

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.