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WBA

Walgreens Boots Alliance

Delisted

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

1,046 hedge funds and large institutions have $11.1B invested in Walgreens Boots Alliance in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 382 increasing their positions, 424 reducing their positions, and 192 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more call options, than puts

Call options by funds: $463M | Put options by funds: $403M

10% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 424

1.45% less ownership

Funds ownership: 58.59%57.15% (-1.4%)

9% less funds holding

Funds holding: 1,1491,046 (-103)

23% less capital invested

Capital invested by funds: $14.5B → $11.1B (-$3.39B)

46% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 192

Holders
1,046
Holders Change
-103
Holders Change %
-8.96%
% of All Funds
16.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
104
Increased
382
Reduced
424
Closed
192
Calls
$463M
Puts
$403M
Net Calls
+$59.8M
Net Calls Change
-$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
701
Private Trust Company
Ohio
$265K -$177K -6,656 -36%
HPM
702
Hoxton Planning & Management
West Virginia
$264K +$316K +11,872 New
Kayne Anderson Rudnick Investment Management
703
Kayne Anderson Rudnick Investment Management
California
$261K
TC
704
Trilogy Capital
California
$260K -$1.88M -70,875 -86%
WMA
705
Wealth Management Associates
New Jersey
$260K +$61K +2,295 +24%
CANY
706
Caxton Associates (New York)
New York
$259K +$310K +11,667 New
AWC
707
Abundance Wealth Counselors
Pennsylvania
$258K +$308K +11,582 New
TPWM
708
Twelve Points Wealth Management
Massachusetts
$258K +$19.4K +728 +7%
JF
709
Jump Financial
Illinois
$256K -$115K -4,317 -27%
CHJWM
710
Carlton Hofferkamp & Jenks Wealth Management
Texas
$254K -$28.6K -1,076 -8%
PH
711
Pinnacle Holdings
Oklahoma
$254K -$28.4K -1,067 -9%
Wellington Management Group
712
Wellington Management Group
Massachusetts
$253K -$163K -6,121 -35%
PL
713
Perpetual Ltd
Australia
$252K +$301K +11,335 New
WC
714
Woodstock Corp
Massachusetts
$252K -$23.4K -880 -7%
PFPT
715
Pinnacle Financial Partners (Tennessee)
Tennessee
$252K +$36.5K +1,371 +14%
AWM
716
Avaii Wealth Management
Wisconsin
$251K +$56.3K +2,118 +23%
EWM
717
Evercore Wealth Management
New York
$251K
WI
718
Wahed Invest
New York
$249K +$23.7K +893 +9%
HFAS
719
Hummer Financial Advisory Services
Illinois
$247K -$1.33K -50 -0.4%
HCP
720
Hexagon Capital Partners
Arkansas
$247K +$86.4K +3,249 +41%
HWM
721
HB Wealth Management
Georgia
$245K +$95.7K +3,598 +48%
BST
722
Bath Savings Trust
Maine
$245K
CFG
723
Cooper Financial Group
California
$244K +$11.8K +442 +4%
BHCM
724
Brevan Howard Capital Management
Jersey
$244K +$291K +10,953 New
GIP
725
Granite Investment Partners
California
$243K

WBA Hedge Fund Activity: Q3 2023 in Review

1,046 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Walgreens Boots Alliance (WBA) for Q3 2023, worth a combined $11.1B — down 23% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 192 funds closed out of WBA and 104 opened new positions — a net loss of 88 holders — while 424 trimmed existing stakes and 382 added.

The largest buyer was Vanguard Group, adding an estimated $291M. The largest seller was Federated Hermes, cutting an estimated $281M.

  • 1,046 institutional investors held Walgreens Boots Alliance (WBA) as of Q3 2023, down from 1,149 in Q2 2023.
  • Funds reported $11.1B of Walgreens Boots Alliance stock for Q3 2023, down 23% quarter-over-quarter.
  • 104 funds opened new Walgreens Boots Alliance positions in Q3 2023 and 192 closed out, a net change of -88 holders.
  • The largest Walgreens Boots Alliance buyer in Q3 2023 was Vanguard Group, an estimated $291M added.
  • The largest Walgreens Boots Alliance seller in Q3 2023 was Federated Hermes, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2023.