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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
FTWA
1051
Fifth Third Wealth Advisors
Ohio
$587K
CAI
1052
Capital Advisors Inc
Oklahoma
$587K
PWMAG
1053
Pinnacle Wealth Management Advisory Group
New Jersey
$582K
IA
1054
IFC Advisors
California
$582K
FH
1055
Financial Harvest
Florida
$580K
Balyasny Asset Management
1056
Balyasny Asset Management
Illinois
$580K
PSP
1057
Pacific Sage Partners
Washington
$579K
EFA
1058
Evernest Financial Advisors
Indiana
$578K
AP
1059
Adero Partners
California
$576K
RAM
1060
Redmond Asset Management
Virginia
$575K
SAM
1061
S.A. Mason
Michigan
$572K
FCM
1062
Fire Capital Management
California
$572K
MPWT
1063
MassMutual Private Wealth & Trust
Connecticut
$571K
BBP
1064
Banco BTG Pactual
Brazil
$568K
CFO
1065
Callan Family Office
Pennsylvania
$567K
BWMG
1066
Bannerman Wealth Management Group
Texas
$565K
1W
1067
1776 Wealth
Georgia
$564K
BBHC
1068
Brown Brothers Harriman & Co
New York
$562K
MSAM
1069
Moloney Securities Asset Management
Missouri
$562K
VA
1070
Valmark Advisers
Ohio
$556K
JSW
1071
Journey Strategic Wealth
New Jersey
$555K
OA
1072
Operose Advisors
Wisconsin
$554K
MWA
1073
Midland Wealth Advisors
Illinois
$554K
ACP
1074
Aviance Capital Partners
Florida
$552K
CPWA
1075
Cerro Pacific Wealth Advisors
California
$551K