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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
BWAM
551
Boyd Watterson Asset Management
Ohio
$525K
WF
552
Welch & Forbes
Massachusetts
$519K -$14.6K -654 -3%
WFS
553
Widmann Financial Services
Maryland
$518K -$9.84K -440 -2%
RP
554
Rowlandmiller & Partners
Georgia
$517K -$3.35K -150 -0.8%
DIA
555
Dana Investment Advisors
Wisconsin
$515K
SXL
556
Summit X LLC
Missouri
$515K +$441K +19,710 New
HWA
557
Heartwood Wealth Advisors
Virginia
$514K +$31.9K +1,428 +8%
CIA
558
Choate Investment Advisors
Massachusetts
$513K +$782 +35 +0.2%
TPI
559
Trust Point Inc
Wisconsin
$510K +$437K +19,536 New
AM
560
AGF Management
Ontario, Canada
$509K -$234K -10,463 -35%
Squarepoint
561
Squarepoint
New York
$507K -$447 -20 -0.1%
QCM
562
QRG Capital Management
Illinois
$506K +$47.8K +2,140 +12%
HIC
563
Harvey Investment Company
Kentucky
$500K
QCM
564
Quantinno Capital Management
New York
$499K +$428K +19,130 New
CAMG
565
CWA Asset Management Group
Florida
$497K +$194K +8,694 +84%
KCM
566
Kendall Capital Management
Maryland
$493K -$249K -11,155 -37%
FI
567
FJ Investments
Utah
$488K +$418K +18,700 New
BFA
568
Benedict Financial Advisors
Georgia
$488K -$378K -16,888 -47%
JIC
569
Johnson Investment Counsel
Ohio
$487K -$64.7K -2,894 -13%
DMBA
570
Deseret Mutual Benefit Administrators
Utah
$485K +$86.6K +3,874 +26%
SC
571
Skylands Capital
Wisconsin
$483K -$49.2K -2,200 -11%
XT
572
XTX Topco
Cayman Islands
$482K +$413K +18,457 New
MWA
573
Midland Wealth Advisors
Illinois
$481K +$412K +18,439 New
OPTFSNA
574
Old Point Trust & Financial Services N A
Virginia
$481K -$72.3K -3,232 -15%
P
575
&Partners
Tennessee
$480K +$420K +18,789 New

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.