We are live on ! Find out more
WBA

Walgreens Boots Alliance

Delisted

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

1,312 hedge funds and large institutions have $22.4B invested in Walgreens Boots Alliance in 2022 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 572 increasing their positions, 436 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 572 | Existing positions reduced: 436

0.62% more ownership

Funds ownership: 57.4%58.02% (+0.62%)

4% less funds holding

Funds holding: 1,3641,312 (-52)

13% less capital invested

Capital invested by funds: $25.8B → $22.4B (-$3.41B)

25% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 140

33% less call options, than puts

Call options by funds: $437M | Put options by funds: $650M

35% less funds holding in top 10

Funds holding in top 10: 2013 (-7)

Holders
1,312
Holders Change
-52
Holders Change %
-3.81%
% of All Funds
20.69%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.21%
New
105
Increased
572
Reduced
436
Closed
140
Calls
$437M
Puts
$650M
Net Calls
-$213M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
601
Laurie J. Hall Trustee
$938K
Carson Wealth (CWM LLC)
602
Carson Wealth (CWM LLC)
Nebraska
$937K +$93.2K +1,896 +10%
IFG
603
Independent Financial Group
California
$934K +$1.13K +23 +0.1%
MC
604
Moors & Cabot
Massachusetts
$931K +$243K +4,931 +31%
EWM
605
Endurance Wealth Management
Rhode Island
$930K -$77.4K -1,573 -7%
CHJWM
606
Carlton Hofferkamp & Jenks Wealth Management
Texas
$927K +$20.9K +425 +2%
CS
607
Comerica Securities
Michigan
$922K +$150K +3,040 +17%
KWILP
608
Kiwi Wealth Investments Limited Partnership
New Zealand
$920K +$1.01M +20,544 New
XF
609
XML Financial
Maryland
$917K +$301K +6,118 +43%
PA
610
Pinnacle Associates
New York
$916K -$152K -3,100 -13%
BWM
611
Buckley Wealth Management
Nevada
$916K -$10.1K -205 -1%
SFI
612
Siemens Fonds Invest
Germany
$907K
RGC
613
Roberts, Glore & Co
Illinois
$905K -$14.2K -289 -1%
FFM
614
Forum Financial Management
Illinois
$895K +$7.18K +146 +0.7%
SMC
615
Smith, Moore & Co
Missouri
$890K -$14.9K -302 -1%
ECM
616
Elgethun Capital Management
South Dakota
$890K +$28.5K +580 +3%
CIA
617
Choate Investment Advisors
Massachusetts
$886K -$400K -8,134 -29%
PJSIMP
618
P.J. Schmidt Investment Management (PJS)
Wisconsin
$884K -$8.51K -173 -0.8%
MCM
619
Mork Capital Management
California
$878K
RP
620
Rowlandmiller & Partners
Georgia
$876K +$30.6K +622 +3%
FNB
621
Farmers National Bank
Kentucky
$875K -$1.87K -38 -0.2%
RG
622
Rathbones Group
United Kingdom
$874K
CA
623
Clearstead Advisors
Ohio
$864K +$17.9K +365 +2%
CIC
624
Carnegie Investment Counsel
Ohio
$860K +$36.2K +737 +4%
GCA
625
Greenwood Capital Associates
South Carolina
$851K +$149K +3,031 +19%

WBA Hedge Fund Activity: Q1 2022 in Review

1,312 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Walgreens Boots Alliance (WBA) for Q1 2022, worth a combined $22.4B — down 13% from $25.8B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of WBA and 105 opened new positions — a net loss of 35 holders — while 436 trimmed existing stakes and 572 added.

The largest buyer was Wells Fargo, adding an estimated $152M. The largest seller was Aristotle Capital Management, cutting an estimated $504M.

  • 1,312 institutional investors held Walgreens Boots Alliance (WBA) as of Q1 2022, down from 1,364 in Q4 2021.
  • Funds reported $22.4B of Walgreens Boots Alliance stock for Q1 2022, down 13% quarter-over-quarter.
  • 105 funds opened new Walgreens Boots Alliance positions in Q1 2022 and 140 closed out, a net change of -35 holders.
  • The largest Walgreens Boots Alliance buyer in Q1 2022 was Wells Fargo, an estimated $152M added.
  • The largest Walgreens Boots Alliance seller in Q1 2022 was Aristotle Capital Management, an estimated $504M sold.

Based on aggregated 13F filings for Q1 2022.