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McKesson

1,727 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, 595 increasing their positions, 623 reducing their positions, and 110 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: 595 | Existing positions reduced: 623

5% less call options, than puts

Call options by funds: $616M | Put options by funds: $648M

Holders
1,727
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
SDAM
1301
Shulman DeMeo Asset Management
New York
$309K
RCG
1302
Regatta Capital Group
California
$309K
CAL
1303
Capital Analysts LLC
Pennsylvania
$309K
MAP
1304
Moody Aldrich Partners
Massachusetts
$306K
HKIM
1305
Hayek Kallen Investment Management
Alabama
$306K
GBT
1306
Grove Bank & Trust
Florida
$305K
RWB
1307
RMR Wealth Builders
New Jersey
$304K
SAM
1308
Sawgrass Asset Management
Florida
$303K
RIL
1309
Rothschild Investment LLC
Illinois
$302K
CAM
1310
Cidel Asset Management
Ontario, Canada
$300K
SIC
1311
Salem Investment Counselors
North Carolina
$300K
PSFG
1312
Park Square Financial Group
Georgia
$299K
NB
1313
NBT Bank
New York
$299K
OCBCO
1314
Oversea-Chinese Banking Corp (OCBC)
Singapore
$299K
PPWP
1315
Premier Path Wealth Partners
New Jersey
$298K
WF
1316
Wayfinding Financial
Washington
$298K
OPPS
1317
Obsidian Personal Planning Solutions
Maryland
$295K
CH
1318
Cromwell Holdings
Wyoming
$295K
MAM
1319
Milestone Asset Management
Pennsylvania
$293K
IFU
1320
iSAM Funds (UK)
United Kingdom
$292K
AAMU
1321
AEGON Asset Management (UK)
United Kingdom
$292K
AIA
1322
Affinity Investment Advisors
California
$291K
ST
1323
Sabal Trust
Florida
$291K
1SB
1324
1ST Source Bank
Indiana
$290K
LIA
1325
LBMC Investment Advisors
Tennessee
$289K