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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
PPWP
1326
Premier Path Wealth Partners
New Jersey
$258K -$11.8K -21 -4%
PFBT
1327
Parkside Financial Bank & Trust
Missouri
$255K -$11.2K -20 -4%
CT
1328
Colonial Trust
South Carolina
$255K +$58.2K +104 +30%
WWM
1329
Whalen Wealth Management
Nevada
$254K +$249K +445 New
RWB
1330
RMR Wealth Builders
New Jersey
$253K -$14.6K -26 -6%
GCP
1331
GSA Capital Partners
United Kingdom
$252K +$248K +443 New
SW
1332
StrongBox Wealth
Missouri
$250K
CH
1333
Cromwell Holdings
Wyoming
$250K
CAG
1334
Crestwood Advisors Group
Massachusetts
$249K +$245K +437 New
WA
1335
Whipplewood Advisors
Colorado
$249K +$245K +437 New
PSFG
1336
Park Square Financial Group
Georgia
$248K +$244K +436 New
WA
1337
WPG Advisers
Maryland
$248K +$244K +435 New
AIA
1338
Affinity Investment Advisors
California
$247K -$347K -620 -59%
SIC
1339
Salem Investment Counselors
North Carolina
$247K -$1.68K -3 -0.7%
MWM
1340
Manske Wealth Management
Texas
$247K +$242K +433 New
BCG
1341
Breakwater Capital Group
New Jersey
$247K -$1.12K -2 -0.5%
OPPS
1342
Obsidian Personal Planning Solutions
Maryland
$246K
ST
1343
Sabal Trust
Florida
$246K
1SB
1344
1ST Source Bank
Indiana
$246K
LIA
1345
LBMC Investment Advisors
Tennessee
$245K
RPWA
1346
Regent Peak Wealth Advisors
Georgia
$244K +$3.92K +7 +2%
AAS
1347
AdviceOne Advisory Services
Connecticut
$244K +$240K +428 New
BHWM
1348
Beaird Harris Wealth Management
Texas
$243K
PL
1349
Parthenon LLC
Kentucky
$243K
NAM
1350
NorthCrest Asset Manangement
Minnesota
$242K +$238K +425 New

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.