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McKesson

1,727 hedge funds and large institutions have $72.6B invested in McKesson in 2025 Q1 according to their latest regulatory filings, with 220 funds opening new positions, 595 increasing their positions, 623 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.25% more ownership

Funds ownership: 85.85%86.1% (+0.25%)

4% less repeat investments, than reductions

Existing positions increased: 595 | Existing positions reduced: 623

5% less call options, than puts

Call options by funds: $616M | Put options by funds: $648M

Holders
1,727
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$616M
Puts
$648M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1801
Kovack Advisors
Florida
SWIG
1802
Strategic Wealth Investment Group
Kentucky
FSWA
1803
Financial Synergies Wealth Advisors
Texas
GF
1804
Gries Financial
Ohio
RS
1805
R Squared
Hong Kong
VIA
1806
Virtus Investment Advisers
Connecticut
PMAM
1807
Picton Mahoney Asset Management
Ontario, Canada
HI
1808
Human Investing
Oregon
AWM
1809
Avior Wealth Management
Nebraska
CBT
1810
CoreFirst Bank & Trust
Kansas
EBA
1811
Eagle Bay Advisors
New York
MB
1812
Mizuho Bank
Japan
IIM
1813
Intact Investment Management
Quebec, Canada
WT
1814
Washington Trust
Rhode Island
EWP
1815
Elevation Wealth Partners
California
MCM
1816
MidAtlantic Capital Management
Virginia
OC
1817
Oarsman Capital
Wisconsin
SAM
1818
Synergy Asset Management
Washington
Walleye Capital
1819
Walleye Capital
New York
NWWA
1820
New Wave Wealth Advisors
Arkansas
PCWA
1821
Pacific Capital Wealth Advisors
California
FWM
1822
FLP Wealth Management
Arkansas
SWC
1823
Spectrum Wealth Counsel
Indiana
FA
1824
Fedenia Advisers
Wisconsin
DRP
1825
Decker Retirement Planning
Utah