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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
FNT
526
First National Trust
Pennsylvania
$575K -$2.77K -124 -0.6%
PG
527
Patten Group
Tennessee
$574K -$32.3K -1,443 -6%
CIC
528
Canal Insurance Company
South Carolina
$574K
CI
529
Ceera Investments
Texas
$572K -$841K -37,606 -63%
FWM
530
Forza Wealth Management
Florida
$567K -$213K -9,525 -30%
UB
531
UMB Bank
Missouri
$564K -$344K -15,388 -42%
BWM
532
Brown Wealth Management
Illinois
$564K +$31.8K +1,422 +7%
FM
533
Foster & Motley
Ohio
$563K -$79.1K -3,539 -14%
LA
534
LexAurum Advisors
Kansas
$563K -$3.58K -160 -0.7%
VH
535
Visionary Horizons
Tennessee
$561K +$481K +21,501 New
EH
536
Equitable Holdings
New York
$553K +$79.3K +3,549 +20%
CWS
537
Confluence Wealth Services
Pennsylvania
$552K +$473K +21,154 New
MNBTD
538
Moody National Bank Trust Division
Texas
$550K -$369K -16,497 -44%
HI
539
Hudock Inc
Pennsylvania
$545K -$42.3K -1,892 -8%
CAG
540
Crestwood Advisors Group
Massachusetts
$543K -$40.5K -1,811 -8%
BLC
541
Brown, Lisle/Cummings
Rhode Island
$541K +$16.2K +725 +4%
Envestnet Portfolio Solutions
542
Envestnet Portfolio Solutions
Illinois
$541K +$463K +20,710 New
CSPIA
543
Cary Street Partners Investment Advisory
Virginia
$540K -$60.8K -2,721 -12%
Capstone Investment Advisors
544
Capstone Investment Advisors
New York
$539K -$1.04M -46,704 -69%
DA
545
Detalus Advisors
Missouri
$539K -$11K -493 -2%
Lazard Asset Management
546
Lazard Asset Management
New York
$538K -$83.1K -3,718 -15%
CG
547
Cutler Group
California
$538K +$461K +20,641 New
CCM
548
Chiron Capital Management
Florida
$529K -$143K -6,392 -24%
WAAG
549
Wealth Alliance Advisory Group
Kansas
$528K -$85.6K -3,830 -16%
CAM
550
Claret Asset Management
Quebec, Canada
$526K -$133K -5,933 -23%

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.