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WBA

Walgreens Boots Alliance

Delisted

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

995 hedge funds and large institutions have $11.1B invested in Walgreens Boots Alliance in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 361 increasing their positions, 400 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 400

1.05% less ownership

Funds ownership: 60.67%59.61% (-1.1%)

7% less funds holding

Funds holding: 1,071995 (-76)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

19% less capital invested

Capital invested by funds: $13.6B → $11.1B (-$2.55B)

22% less call options, than puts

Call options by funds: $503M | Put options by funds: $644M

39% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 158

Holders
995
Holders Change
-76
Holders Change %
-7.1%
% of All Funds
14.33%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
97
Increased
361
Reduced
400
Closed
158
Calls
$503M
Puts
$644M
Net Calls
-$141M
Net Calls Change
-$374M
Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
676
L. Roy Papp & Associates
Arizona
$244K -$36.7K -1,650 -13%
GRP
677
Global Retirement Partners
California
$242K -$18.9K -852 -7%
ACA
678
Aptus Capital Advisors
Alabama
$242K +$247K +11,138 New
P
679
Pitcairn
Pennsylvania
$239K +$38.6K +1,735 +19%
TPWM
680
Twelve Points Wealth Management
Massachusetts
$239K +$245K +11,008 New
RGC
681
Roberts, Glore & Co
Illinois
$239K -$7.96K -358 -3%
USCWA
682
U.S. Capital Wealth Advisors
Texas
$236K +$66.7K +3,000 +38%
HFAS
683
Hummer Financial Advisory Services
Illinois
$236K -$2.22K -100 -0.9%
IF
684
Insight Folios
North Carolina
$235K +$26.7K +1,200 +12%
IPWA
685
International Private Wealth Advisors
California
$234K +$240K +10,808 New
FL
686
FreeGulliver LLC
Louisiana
$234K +$8.71K +392 +4%
EWM
687
Evercore Wealth Management
New York
$234K -$13.1K -590 -5%
MA
688
Montag & Associates
Georgia
$234K -$31.1K -1,400 -12%
PA
689
Pinnacle Associates
New York
$233K -$37.8K -1,700 -14%
BST
690
Bath Savings Trust
Maine
$232K -$1.11K -50 -0.5%
PTC
691
Petrus Trust Company
Texas
$231K -$99.3K -4,470 -30%
CAMG
692
CWA Asset Management Group
Florida
$230K -$187K -8,405 -44%
KAS
693
KPP Advisory Services
Kentucky
$229K -$12.6K -569 -5%
SVWAG
694
Sound View Wealth Advisors Group
Georgia
$228K -$10.8K -485 -4%
EM
695
Excalibur Management
Massachusetts
$227K -$1.78K -80 -0.8%
HI
696
Horizon Investments
North Carolina
$226K +$5.02K +226 +2%
RFN
697
Redwood Financial Network
Ohio
$226K
EI
698
EDMP Inc
Florida
$225K
EWA
699
EP Wealth Advisors
California
$224K -$23.1K -1,041 -9%
UAG
700
United Advisor Group
Ohio
$224K +$230K +10,330 New

WBA Hedge Fund Activity: Q1 2024 in Review

995 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Walgreens Boots Alliance (WBA) for Q1 2024, worth a combined $11.1B — down 19% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of WBA and 97 opened new positions — a net loss of 61 holders — while 400 trimmed existing stakes and 361 added.

The largest buyer was Capital World Investors, adding an estimated $236M. The largest seller was Morgan Stanley, cutting an estimated $474M.

  • 995 institutional investors held Walgreens Boots Alliance (WBA) as of Q1 2024, down from 1,071 in Q4 2023.
  • Funds reported $11.1B of Walgreens Boots Alliance stock for Q1 2024, down 19% quarter-over-quarter.
  • 97 funds opened new Walgreens Boots Alliance positions in Q1 2024 and 158 closed out, a net change of -61 holders.
  • The largest Walgreens Boots Alliance buyer in Q1 2024 was Capital World Investors, an estimated $236M added.
  • The largest Walgreens Boots Alliance seller in Q1 2024 was Morgan Stanley, an estimated $474M sold.

Based on aggregated 13F filings for Q1 2024.