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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
WA
1201
Wealth Alliance
New York
$360K -$39.8K -71 -10%
ASG
1202
Ariston Services Group
California
$360K
MPWT
1203
MassMutual Private Wealth & Trust
Connecticut
$360K +$12.3K +22 +4%
PPG
1204
Peak Planning Group
Colorado
$360K
FS
1205
Ferguson Shapiro
Georgia
$358K
PJWM
1206
Philip James Wealth Mangement
Georgia
$358K -$14K -25 -4%
NI
1207
NDVR Inc
Massachusetts
$357K +$11.8K +21 +3%
QPWM
1208
Quadrant Private Wealth Management
Pennsylvania
$357K -$2.8K -5 -0.8%
WC
1209
Whitney & Co
New York
$356K
BWAM
1210
Boyd Watterson Asset Management
Ohio
$353K -$1.12K -2 -0.3%
MW
1211
Marcum Wealth
Ohio
$350K -$21.3K -38 -6%
CST
1212
Charles Schwab Trust
Nevada
$349K +$343K +613 New
MWM
1213
MorganRosel Wealth Management
Colorado
$348K -$654K -1,167 -66%
XF
1214
XML Financial
Maryland
$348K +$342K +611 New
PPW
1215
Parcion Private Wealth
Washington
$346K -$6.16K -11 -2%
AG
1216
AmeriFlex Group
Nevada
$346K +$325K +581 New
GC
1217
Grimes & Company
Massachusetts
$344K -$1.12K -2 -0.3%
GSEP
1218
Golden State Equity Partners
California
$344K +$96.9K +173 +40%
GFA
1219
Gallagher Fiduciary Advisors
Illinois
$343K -$54.9K -98 -14%
YIA
1220
YHB Investment Advisors
Connecticut
$343K -$19.6K -35 -5%
HFAS
1221
Hummer Financial Advisory Services
Illinois
$342K
SAMC
1222
Spectrum Asset Management (California)
California
$342K
GIM
1223
Groesbeck Investment Management
New Jersey
$342K
HPBT
1224
Hickory Point Bank & Trust
Illinois
$342K +$336K +600 New
SA
1225
Strategic Advisors
New York
$341K

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.