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McKesson

1,753 hedge funds and large institutions have $74.1B invested in McKesson in 2025 Q1 according to their latest regulatory filings, with 222 funds opening new positions, 599 increasing their positions, 635 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 110

44% more funds holding in top 10

Funds holding in top 10: 3652 (+16)

16% more capital invested

Capital invested by funds: $63.6B → $74.1B (+$10.5B)

5% more funds holding

Funds holding: 1,6691,753 (+84)

1.78% more ownership

Funds ownership: 86.06%87.84% (+1.8%)

5% less call options, than puts

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

6% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 635

Holders
1,753
Holders Change
+84
Holders Change %
+5.03%
% of All Funds
23.5%
Holding in Top 10
52
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+44.44%
% of All Funds
0.7%
New
222
Increased
599
Reduced
635
Closed
110
Calls
$616M
Puts
$648M
Net Calls
-$32.7M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
PAW
1326
Plan A Wealth
Nebraska
$302K +$277K +448 New
CAM
1327
Cidel Asset Management
Ontario, Canada
$300K +$13K +21 +5%
SIC
1328
Salem Investment Counselors
North Carolina
$300K +$7.42K +12 +3%
PSFG
1329
Park Square Financial Group
Georgia
$299K +$5.56K +9 +2%
NB
1330
NBT Bank
New York
$299K -$8.65K -14 -3%
OCBCO
1331
Oversea-Chinese Banking Corp (OCBC)
Singapore
$299K +$275K +444 New
PPWP
1332
Premier Path Wealth Partners
New Jersey
$298K -$5.56K -9 -2%
WF
1333
Wayfinding Financial
Washington
$298K -$6.8K -11 -2%
OPPS
1334
Obsidian Personal Planning Solutions
Maryland
$295K
CH
1335
Cromwell Holdings
Wyoming
$295K
MAM
1336
Milestone Asset Management
Pennsylvania
$293K +$269K +435 New
AAMU
1337
AEGON Asset Management (UK)
United Kingdom
$292K +$245K +396 +1,042%
IFU
1338
iSAM Funds (UK)
United Kingdom
$292K -$326K -528 -55%
MWM
1339
Manske Wealth Management
Texas
$292K
AIA
1340
Affinity Investment Advisors
California
$291K -$618 -1 -0.2%
ST
1341
Sabal Trust
Florida
$291K
1SB
1342
1ST Source Bank
Indiana
$290K
LIA
1343
LBMC Investment Advisors
Tennessee
$289K
DTL
1344
Dynamic Technology Lab
Singapore
$289K +$266K +430 New
FAIM
1345
Financial Advocates Investment Management
Washington
$288K +$264K +427 New
RPWA
1346
Regent Peak Wealth Advisors
Georgia
$287K -$618 -1 -0.2%
NRD
1347
Nebula Research & Development
New York
$287K +$264K +427 New
SIM
1348
Sentry Investment Management
Wisconsin
$287K +$268K +433 New
BHWM
1349
Beaird Harris Wealth Management
Texas
$287K
PL
1350
Parthenon LLC
Kentucky
$287K

MCK Hedge Fund Activity: Q1 2025 in Review

1,753 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q1 2025, worth a combined $74.1B — up 16% from $63.6B a quarter earlier.

Buyers outnumbered sellers: 222 funds opened new MCK positions and 110 closed out — a net gain of 112 holders — while 599 added to existing stakes and 635 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $362M. The largest seller was Fidelity Investments, cutting an estimated $575M.

  • 1,753 institutional investors held McKesson (MCK) as of Q1 2025, up from 1,669 in Q4 2024.
  • Funds reported $74.1B of McKesson stock for Q1 2025, up 16% quarter-over-quarter.
  • 222 funds opened new McKesson positions in Q1 2025 and 110 closed out, a net change of +112 holders.
  • The largest McKesson buyer in Q1 2025 was Holocene Advisors, an estimated $362M added.
  • The largest McKesson seller in Q1 2025 was Fidelity Investments, an estimated $575M sold.

Based on aggregated 13F filings for Q1 2025.