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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
RI
626
Ridgewood Investments
New Jersey
$376K -$278K -12,454 -46%
AIA
627
Affinity Investment Advisors
California
$376K -$344K -15,373 -52%
RA
628
RFG Advisory
Alabama
$375K -$84.7K -3,790 -21%
BIM
629
Bridges Investment Management
Nebraska
$373K
NP
630
Nilsine Partners
Colorado
$373K +$3.76K +168 +1%
PAM
631
PVG Asset Management
Colorado
$372K +$318K +14,247 New
WMA
632
Wealth Management Associates
New Jersey
$371K +$56.6K +2,530 +22%
RAG
633
RIA Advisory Group
Iowa
$370K +$127K +5,703 New
GFG
634
Goldstone Financial Group
Illinois
$368K +$2.59K +116 +0.8%
SM
635
STF Management
Texas
$367K +$1.74K +78 +0.6%
SPC
636
Sigma Planning Corp
Michigan
$367K -$241K -10,769 -43%
MGIA
637
Moneta Group Investment Advisors
Missouri
$367K -$29K -1,296 -8%
Public Sector Pension Investment Board (PSP Investments)
638
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$366K -$1.4M -62,771 -82%
FCT
639
First Community Trust
Iowa
$366K -$234K -10,488 -43%
BBHC
640
Brown Brothers Harriman & Co
New York
$364K -$11.1K -498 -3%
IRC
641
Investors Research Corp
Georgia
$363K -$110K -4,900 -26%
FNB
642
Farmers National Bank
Kentucky
$363K -$7.76K -347 -2%
RIA
643
Regal Investment Advisors
Michigan
$363K +$311K +13,890 New
MG
644
Marex Group
$361K +$309K +13,840 New
LOAMS
645
Lombard Odier Asset Management (Switzerland)
Switzerland
$359K +$308K +13,761 New
BFG
646
Beacon Financial Group
Texas
$358K -$12.6K -563 -4%
NFA
647
Northern Financial Advisors
Michigan
$358K +$105K +4,692 +52%
AssetMark Inc
648
AssetMark Inc
California
$356K +$290K +12,979 +2,015%
NEI
649
Northwest & Ethical Investments
Ontario, Canada
$356K -$18K -803 -6%
LIM
650
Longfellow Investment Management
Massachusetts
$354K

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.