We are live on ! Find out more
MCK icon

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
AUB
1426
Atlantic Union Bankshares
Virginia
$241K +$221K +358 New
HFP
1427
Holistic Financial Partners
Indiana
$240K +$618 +1 +0.3%
CCG
1428
Cypress Capital Group
Florida
$240K -$1.59M -2,572 -88%
BO
1429
Bank OZK
Arkansas
$240K -$208K -336 -48%
BFO
1430
Boston Family Office
Massachusetts
$239K
LA
1431
Legacy Advisors
Pennsylvania
$238K +$219K +354 New
GWP
1432
Gateway Wealth Partners
Wisconsin
$238K
AWM
1433
Ariadne Wealth Management
California
$237K -$70.5K -114 -25%
RDWM
1434
Red Door Wealth Management
Tennessee
$237K +$218K +352 New
SFC
1435
Swisher Financial Concepts
Ohio
$237K +$218K +352 New
TF
1436
Talbot Financial
Washington
$236K
OPWM
1437
Oregon Pacific Wealth Management
Oregon
$236K +$217K +351 New
SW
1438
SMART Wealth
Nebraska
$236K +$217K +351 New
ATC
1439
Adirondack Trust Company
New York
$236K -$2.47K -4 -1%
TWP
1440
Tempus Wealth Planning
California
$236K -$6.18K -10 -3%
AWM
1441
Aberdeen Wealth Management
Illinois
$236K +$216K +350 New
BFS
1442
Bard Financial Services
Connecticut
$236K +$216K +350 New
FCA
1443
FLC Capital Advisors
California
$236K +$216K +350 New
SIC
1444
Shoker Investment Counsel
Ohio
$236K +$216K +350 New
CM
1445
Columbus Macro
Pennsylvania
$235K -$10.5K -17 -5%
MAG
1446
M3 Advisory Group
Massachusetts
$235K +$216K +349 New
AF
1447
Advisornet Financial
Minnesota
$234K +$95.2K +154 +79%
VC
1448
Veracity Capital
Georgia
$234K -$4.95K -8 -2%
CC
1449
Chicago Capital
Illinois
$233K -$9.57M -15,479 -98%
CAU
1450
Caxton Associates (UK)
$233K +$214K +346 New

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.