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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
SFO
1401
Stokes Family Office
Louisiana
$246K
ESB
1402
Essex Savings Bank
Connecticut
$246K
PA
1403
PFG Advisors
Arizona
$243K
AP
1404
Americana Partners
Texas
$243K
RAS
1405
RPS Advisory Solutions
Kentucky
$242K
RFA
1406
Rollins Financial Advisors
New York
$242K
AUB
1407
Atlantic Union Bankshares
Virginia
$241K
HFP
1408
Holistic Financial Partners
Indiana
$240K
CCG
1409
Cypress Capital Group
Florida
$240K
BO
1410
Bank OZK
Arkansas
$240K
BFO
1411
Boston Family Office
Massachusetts
$239K
LA
1412
Legacy Advisors
Pennsylvania
$238K
GWP
1413
Gateway Wealth Partners
Wisconsin
$238K
AWM
1414
Ariadne Wealth Management
California
$237K
RDWM
1415
Red Door Wealth Management
Tennessee
$237K
SFC
1416
Swisher Financial Concepts
Ohio
$237K
TF
1417
Talbot Financial
Washington
$236K
SW
1418
SMART Wealth
Nebraska
$236K
OPWM
1419
Oregon Pacific Wealth Management
Oregon
$236K
ATC
1420
Adirondack Trust Company
New York
$236K
TWP
1421
Tempus Wealth Planning
California
$236K
SIC
1422
Shoker Investment Counsel
Ohio
$236K
FCA
1423
FLC Capital Advisors
California
$236K
BFS
1424
Bard Financial Services
Connecticut
$236K
AWM
1425
Aberdeen Wealth Management
Illinois
$236K