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McKesson

1,668 hedge funds and large institutions have $63.6B invested in McKesson in 2024 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 549 increasing their positions, 628 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 256 | Existing positions closed: 98

44% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $774M

17% more capital invested

Capital invested by funds: $54.2B → $63.6B (+$9.44B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

8% more funds holding

Funds holding: 1,5441,668 (+124)

0.94% more ownership

Funds ownership: 85.12%86.06% (+0.94%)

13% less repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 628

Holders
1,668
Holders Change
+124
Holders Change %
+8.03%
% of All Funds
21.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.47%
New
256
Increased
549
Reduced
628
Closed
98
Calls
$1.12B
Puts
$774M
Net Calls
+$343M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1526
Elevation Wealth Partners
California
$51.4K
LFA
1527
LGT Financial Advisors
Texas
$50.2K -$1.12K -2 -2%
BG
1528
Bollard Group
Massachusetts
$49K +$560 +1 +1%
TFM
1529
TFC Financial Management
Massachusetts
$47.9K
CWC
1530
Carolinas Wealth Consulting
North Carolina
$47.5K +$1.68K +3 +4%
EA
1531
Evolution Advisers
Virginia
$47K
RFS
1532
Richardson Financial Services
Massachusetts
$46.8K +$8.96K +16 +24%
BGAI
1533
Bruce G. Allen Investments
Colorado
$46.8K +$15.7K +28 +52%
LOIP
1534
Live Oak Investment Partners
Texas
$45.6K
PB
1535
Pinnacle Bancorp
Nebraska
$45K -$6.72K -12 -13%
CCMI
1536
Creative Capital Management Investments
California
$44.5K +$43.7K +78 New
RA
1537
Rise Advisors
New York
$42.3K
GK
1538
Graney & King
New York
$38.2K +$37.5K +67 New
PWA
1539
Principia Wealth Advisory
Texas
$38.2K +$37.5K +67 New
DCM
1540
Disciplina Capital Management
Tennessee
$35.9K
AA
1541
AlphaMark Advisors
Kentucky
$34K
AF
1542
Atala Financial
California
$33.6K +$33K +59 New
SIC
1543
SJS Investment Consulting
Ohio
$33.1K -$1.68K -3 -5%
MCM
1544
MidAtlantic Capital Management
Virginia
$33.1K
CBT
1545
Crews Bank & Trust
Florida
$33.1K +$32.5K +58 New
OC
1546
Oarsman Capital
Wisconsin
$31.9K -$4.48K -8 -13%
WTA
1547
Washington Trust Advisors
Massachusetts
$31.2K -$2.8K -5 -8%
MAM
1548
Marquette Asset Management
Minnesota
$29.6K
RS
1549
Rakuten Securities
Japan
$29.1K -$542K -967 -95%
MWM
1550
Mascoma Wealth Management
New Hampshire
$29.1K +$5.6K +10 +24%

MCK Hedge Fund Activity: Q4 2024 in Review

1,668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in McKesson (MCK) for Q4 2024, worth a combined $63.6B — up 17% from $54.2B a quarter earlier.

Buyers outnumbered sellers: 256 funds opened new MCK positions and 98 closed out — a net gain of 158 holders — while 549 added to existing stakes and 628 trimmed.

The largest buyer was Farallon Capital Management, opening a new position worth an estimated $342M. The largest seller was International Assets Investment Management, cutting an estimated $451M.

  • 1,668 institutional investors held McKesson (MCK) as of Q4 2024, up from 1,544 in Q3 2024.
  • Funds reported $63.6B of McKesson stock for Q4 2024, up 17% quarter-over-quarter.
  • 256 funds opened new McKesson positions in Q4 2024 and 98 closed out, a net change of +158 holders.
  • The largest McKesson buyer in Q4 2024 was Farallon Capital Management, an estimated $342M added.
  • The largest McKesson seller in Q4 2024 was International Assets Investment Management, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.