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McKesson

1,760 hedge funds and large institutions have $80.3B invested in McKesson in 2025 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 617 increasing their positions, 654 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,760
Holders Change
+34
Holders Change %
+1.97%
% of All Funds
23.6%
Holding in Top 10
35
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-32.69%
% of All Funds
0.47%
New
174
Increased
617
Reduced
654
Closed
105
Calls
$808M
Puts
$638M
Net Calls
+$170M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
1526
Shufro Rose & Co
New York
$202K
LWM
1527
Liberty Wealth Management
California
$201K +$201K +274 New
WIA
1528
Wetzel Investment Advisors
Indiana
$201K +$201K +274 New
KFI
1529
Key Financial Inc
Pennsylvania
$200K
CFO
1530
CVA Family Office
Colorado
$196K +$2.2K +3 +1%
FCAS
1531
First Command Advisory Services
Texas
$196K -$733 -1 -0.4%
BDPWM
1532
Barnes Dennig Private Wealth Management
Ohio
$188K +$173K +236 +1,180%
FFO
1533
Fortitude Family Office
Arizona
$187K -$5.13K -7 -3%
MHR
1534
Matthew Hamilton Rosenberg
$182K +$57.9K +79 +47%
KLWA
1535
Kelly Lawrence W & Associates
California
$176K
LI
1536
LRI Investments
Florida
$172K +$4.4K +6 +3%
GPI
1537
General Partner Inc
Pennsylvania
$171K
WIM
1538
Westside Investment Management
California
$171K +$21.2K +29 +14%
LWANC
1539
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K +$170K +124,403 +73,178%
OCM
1540
Osterweis Capital Management
California
$166K +$166K +226 New
BT
1541
Banque Transatlantique
France
$165K +$36.7K +50 +29%
TCA
1542
Trifecta Capital Advisors
Illinois
$165K -$1.47K -2 -0.9%
NC
1543
North Capital
Utah
$159K
AW
1544
Avion Wealth
Texas
$159K -$65.2K -89 -29%
PAG
1545
Paladin Advisory Group
Iowa
$158K
JSAM
1546
J. Safra Asset Management
New York
$154K
BFPW
1547
BOK Financial Private Wealth
Colorado
$153K -$20.5K -28 -12%
ZBNA
1548
Zions Bancorporation, National Association
Utah
$149K +$733 +1 +0.5%
GWM
1549
Gitterman Wealth Management
New Jersey
$149K -$317K -433 -68%
FIA
1550
FNY Investment Advisers
New York
$146K +$146K +200 New