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McKesson

1,726 hedge funds and large institutions have $72.6B invested in McKesson in 2025 Q1 according to their latest regulatory filings, with 221 funds opening new positions, 594 increasing their positions, 622 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
+78
Holders Change %
+4.73%
% of All Funds
23.44%
Holding in Top 10
52
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+44.44%
% of All Funds
0.71%
New
221
Increased
594
Reduced
622
Closed
110
Calls
$616M
Puts
$648M
Net Calls
-$31.9M
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1501
Evermay Wealth Management
Virginia
$198K
OP
1502
ORG Partners
Indiana
$196K +$8.08K +12 +4%
PCFFS
1503
Pacific Center for Financial Services
California
$192K
CYG
1504
Clean Yield Group
Vermont
$192K -$31K -46 -14%
KFI
1505
Key Financial Inc
Pennsylvania
$184K
FCAS
1506
First Command Advisory Services
Texas
$180K +$5.38K +8 +3%
GKIM
1507
GW&K Investment Management
Massachusetts
$180K +$2.02K +3 +1%
CFO
1508
CVA Family Office
Colorado
$178K +$10.1K +15 +6%
FFO
1509
Fortitude Family Office
Arizona
$176K
AW
1510
Avion Wealth
Texas
$174K
AIM
1511
Acropolis Investment Management
Missouri
$170K +$1.35K +2 +0.8%
GWS
1512
Greykasell Wealth Strategies
California
$164K +$164K +244 New
KLWA
1513
Kelly Lawrence W & Associates
California
$162K
BFPW
1514
BOK Financial Private Wealth
Colorado
$159K -$5.39K -8 -3%
GLF
1515
Groupe la Francaise
France
$158K -$12K -18 -7%
GPI
1516
General Partner Inc
Pennsylvania
$157K
PMFA
1517
Plante Moran Financial Advisors
Michigan
$157K +$43K +64 +38%
LI
1518
LRI Investments
Florida
$154K -$18.2K -27 -11%
TCA
1519
Trifecta Capital Advisors
Illinois
$153K
FUBT
1520
First United Bank & Trust
Maryland
$151K
DCM
1521
Davis Capital Management
Florida
$149K -$17.5K -26 -10%
NC
1522
North Capital
Utah
$146K +$146K +217 New
PAG
1523
Paladin Advisory Group
Iowa
$145K -$23.6K -35 -14%
JSAM
1524
J. Safra Asset Management
New York
$143K -$96.9K -144 -40%
WIM
1525
Westside Investment Management
California
$138K