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WBA

Walgreens Boots Alliance

Delisted

WBA was delisted on the 27th of August, 2025.

1,071 hedge funds and large institutions have $13.6B invested in Walgreens Boots Alliance in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 315 increasing their positions, 484 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

37% more call options, than puts

Call options by funds: $854M | Put options by funds: $621M

32% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 118

23% more capital invested

Capital invested by funds: $11.1B → $13.6B (+$2.56B)

3.52% more ownership

Funds ownership: 57.15%60.67% (+3.5%)

2% more funds holding

Funds holding: 1,0461,071 (+25)

35% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 484

Holders
1,071
Holders Change
+25
Holders Change %
+2.39%
% of All Funds
15.61%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
156
Increased
315
Reduced
484
Closed
118
Calls
$854M
Puts
$621M
Net Calls
+$233M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
501
Empirical Finance
Pennsylvania
$658K +$3.13K +140 +0.6%
SMC
502
Smith, Moore & Co
Missouri
$657K +$83.9K +3,752 +18%
GIM
503
Goelzer Investment Management
Indiana
$654K -$584K -26,142 -51%
KPWS
504
Kestra Private Wealth Services
Texas
$653K +$22.9K +1,024 +4%
OTL
505
Oak Thistle LLC
New York
$645K +$552K +24,709 New
SF
506
Synovus Financial
Georgia
$645K -$559K -25,024 -50%
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$644K -$47.4K -2,119 -8%
FT
508
Fiduciary Trust
Massachusetts
$644K -$20.1K -897 -4%
SPWM
509
Straight Path Wealth Management
Michigan
$642K +$58.1K +2,600 +12%
USAA
510
United Services Automobile Association
Texas
$633K
DGAM
511
Desjardins Global Asset Management
Quebec, Canada
$623K +$5.86K +262 +1%
CIA
512
Citadel Investment Advisory
Ohio
$622K -$19.4K -870 -4%
BAM
513
Belpointe Asset Management
Nevada
$617K -$13.8K -619 -3%
RT
514
Rockland Trust
Massachusetts
$615K +$19.7K +882 +4%
AT
515
Arden Trust
Delaware
$615K +$53.8K +2,405 +11%
AWA
516
Arkadios Wealth Advisors
Georgia
$613K +$27K +1,207 +5%
NGA
517
Naples Global Advisors
Florida
$612K -$53.9K -2,409 -9%
MGP
518
Metis Global Partners
California
$611K -$68K -3,041 -11%
CP
519
CenterBook Partners
Connecticut
$610K -$211K -9,436 -29%
SMH
520
Sanders Morris Harris
Texas
$605K -$2M -89,250 -79%
MA
521
Mutual Advisors
Nebraska
$604K +$1.19K +53 +0.2%
BBA
522
Baader Bank Aktiengesellschaft
Germany
$603K +$60.1K +2,689 +13%
NMIMC
523
Northwestern Mutual Investment Management Company
Wisconsin
$593K +$1.81K +81 +0.4%
TAM
524
Todd Asset Management
Kentucky
$592K -$9.75K -436 -2%
Federated Hermes
525
Federated Hermes
Pennsylvania
$587K -$25.2K -1,126 -5%

WBA Hedge Fund Activity: Q4 2023 in Review

1,071 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Walgreens Boots Alliance (WBA) for Q4 2023, worth a combined $13.6B — up 23% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new WBA positions and 118 closed out — a net gain of 38 holders — while 315 added to existing stakes and 484 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $477M. The largest seller was Marshall Wace, cutting an estimated $113M.

  • 1,071 institutional investors held Walgreens Boots Alliance (WBA) as of Q4 2023, up from 1,046 in Q3 2023.
  • Funds reported $13.6B of Walgreens Boots Alliance stock for Q4 2023, up 23% quarter-over-quarter.
  • 156 funds opened new Walgreens Boots Alliance positions in Q4 2023 and 118 closed out, a net change of +38 holders.
  • The largest Walgreens Boots Alliance buyer in Q4 2023 was Morgan Stanley, an estimated $477M added.
  • The largest Walgreens Boots Alliance seller in Q4 2023 was Marshall Wace, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2023.