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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
ACA
1651
American Capital Advisory
Idaho
$24.2K +$22.3K +36 New
ITIM
1652
Indiana Trust & Investment Management
Indiana
$23.6K
WCM
1653
Westend Capital Management
California
$23.6K +$21.6K +35 New
SIS
1654
Sound Income Strategies
Florida
$22.2K +$4.33K +7 +27%
CTWM
1655
Cherry Tree Wealth Management
Minnesota
$22.2K +$6.18K +10 +43%
AWM
1656
Activest Wealth Management
Florida
$22.2K +$19.8K +32 +3,200%
OAJ
1657
Ogorek Anthony Joseph
New York
$22K +$21K +34 New
HWA
1658
HHM Wealth Advisors
Tennessee
$21.5K
TSMHT
1659
Thurston Springer Miller Herd & Titak
Indiana
$21.5K +$618 +1 +3%
DF
1660
Dunhill Financial
United Kingdom
$21.2K -$1.85K -3 -9%
S
1661
Sachetta
Massachusetts
$20.2K -$618 -1 -3%
HI
1662
Hoey Investments
Pennsylvania
$20.2K
JFG
1663
JDM Financial Group
Texas
$20.2K
SL
1664
Salomon & Ludwin
Virginia
$20.2K
SO
1665
Sierra Ocean
California
$19.5K +$5.56K +9 +45%
AP
1666
Atwood & Palmer
Missouri
$18.2K -$4.33K -7 -21%
HFS
1667
Hughes Financial Services
Virginia
$17.5K +$16.1K +26 New
MSWM
1668
Mowery & Schoenfeld Wealth Management
Illinois
$17.5K
GWM
1669
Graybill Wealth Management
Illinois
$16.8K +$15.5K +25 New
AWM
1670
Abound Wealth Management
Tennessee
$16.4K -$3.71K -6 -20%
IWP
1671
IAG Wealth Partners
Wisconsin
$16.2K
MAM
1672
Meeder Asset Management
Ohio
$15.5K -$9.18M -14,851 -100%
GGI
1673
Godsey & Gibb Inc
Virginia
$13.5K
BDPWM
1674
Barnes Dennig Private Wealth Management
Ohio
$13.5K +$12.4K +20 New
AT
1675
Avalon Trust
New Mexico
$12.8K

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.