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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
OL
1376
Optas LLC
Texas
$260K
AFG
1377
Allegheny Financial Group
Pennsylvania
$260K
SCP
1378
Sivia Capital Partners
California
$259K
SP
1379
Successful Portfolios
Florida
$258K
USB
1380
Union Savings Bank
Connecticut
$258K
DCM
1381
Donaldson Capital Management
Indiana
$258K
SVWAG
1382
Sound View Wealth Advisors Group
Georgia
$257K
TFGT
1383
TS Financial Group (TSFG)
Illinois
$257K
FFS
1384
Founders Financial Securities
Maryland
$257K
SWM
1385
Seaside Wealth Management
California
$256K
GA
1386
Goldstein Advisors
Wisconsin
$252K
AFT
1387
Alpha Family Trust
California
$252K
BB
1388
Busey Bank
Illinois
$251K
MFA
1389
McClarren Financial Advisors
Pennsylvania
$251K
MMHP
1390
Murphy Middleton Hinkle & Parker
Georgia
$250K
VAS
1391
Vestmark Advisory Solutions
Massachusetts
$250K
WCA
1392
Westover Capital Advisors
Delaware
$249K
SF
1393
Strategent Financial
Virginia
$248K
KFA
1394
Kapstone Financial Advisors
Ohio
$248K
UCB
1395
United Community Bank
South Carolina
$248K
GEA
1396
Glen Eagle Advisors
New Jersey
$247K
OIS
1397
OneAscent Investment Solutions
Alabama
$247K
UB
1398
Umpqua Bank
Oregon
$246K
VDI
1399
Vaughan David Investments
Illinois
$246K
BCA
1400
Bay Colony Advisors
Massachusetts
$246K