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McKesson

1,761 hedge funds and large institutions have $80.3B invested in McKesson in 2025 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 618 increasing their positions, 654 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
+35
Holders Change %
+2.03%
% of All Funds
23.61%
Holding in Top 10
35
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-32.69%
% of All Funds
0.47%
New
174
Increased
618
Reduced
654
Closed
105
Calls
$808M
Puts
$638M
Net Calls
+$170M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
1276
Simplex Trading
Illinois
$368K +$368K +503 New
WFG
1277
Wills Financial Group
Virginia
$366K
TCWA
1278
Turtle Creek Wealth Advisors
Texas
$366K +$366K +499 New
CPA
1279
Clear Point Advisors
New York
$365K -$38.1K -52 -9%
AIS
1280
AM Investment Strategies
Tennessee
$364K
CA
1281
Crewe Advisors
Utah
$363K
JSL
1282
JT Stratford LLC
Georgia
$363K +$14.7K +20 +4%
BFG
1283
Berger Financial Group
Minnesota
$363K -$79.1K -108 -18%
O3W
1284
Omni 360 Wealth
New Jersey
$361K +$29.3K +40 +9%
EW
1285
Elyxium Wealth
California
$361K +$58.6K +80 +19%
SIMG
1286
Sonora Investment Management Group
Arizona
$361K
SYBT
1287
Stock Yards Bank & Trust
Kentucky
$361K -$30K -41 -8%
OFO
1288
OneAscent Family Office
Alabama
$359K -$64.5K -88 -15%
EA
1289
Everpar Advisors
Oklahoma
$357K +$46.2K +63 +15%
PCS
1290
Private Client Services
Kentucky
$354K +$109K +149 +45%
DCM
1291
Donaldson Capital Management
Indiana
$354K +$73.3K +100 +26%
VPP
1292
Vertex Planning Partners
Illinois
$353K +$2.93K +4 +0.8%
LCM
1293
Lazari Capital Management
California
$353K -$215K -293 -38%
PCG
1294
Prosperity Consulting Group
Maryland
$352K +$8.79K +12 +3%
IHL
1295
Investment House LLC
California
$352K
FOA
1296
Five Oceans Advisors
California
$352K +$1.47K +2 +0.4%
GWM
1297
Gibbs Wealth Management
Georgia
$350K +$350K +478 New
PPWP
1298
Premier Path Wealth Partners
New Jersey
$348K +$23.5K +32 +7%
RIA
1299
Richwood Investment Advisors
Ohio
$348K
BBA
1300
BLB&B Advisors
Pennsylvania
$347K -$11K -15 -3%