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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
WEG
701
World Equity Group
Illinois
$295K +$20.3K +908 +9%
SA
702
Shilanski & Associates
Alaska
$293K +$251K +11,230 New
HCP
703
Hexagon Capital Partners
Arkansas
$293K +$2.5K +112 +1%
KAS
704
KPP Advisory Services
Kentucky
$291K +$249K +11,143 New
SVWAG
705
Sound View Wealth Advisors Group
Georgia
$287K +$4.63K +207 +2%
FFM
706
Forum Financial Management
Illinois
$287K -$117K -5,240 -32%
TC
707
Telemus Capital
Michigan
$286K -$27.1K -1,213 -10%
HFAS
708
Hummer Financial Advisory Services
Illinois
$286K -$3.35K -150 -1%
PJSIMP
709
P.J. Schmidt Investment Management (PJS)
Wisconsin
$282K -$60.6K -2,709 -18%
RPCONE
710
Retirement Planning Company of New England
Rhode Island
$282K +$241K +10,785 New
FHA
711
First Horizon Advisors
Tennessee
$281K -$341K -15,246 -59%
BST
712
Bath Savings Trust
Maine
$281K -$5.59K -250 -2%
FNFDCM
713
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$280K -$2.23K -100 -0.9%
TC
714
Trilogy Capital
California
$279K -$22.5K -1,008 -9%
AWC
715
Abundance Wealth Counselors
Pennsylvania
$277K -$21.5K -961 -8%
EM
716
Excalibur Management
Massachusetts
$275K -$31.7K -1,417 -12%
GRP
717
Global Retirement Partners
California
$275K -$19.2K -861 -7%
CG
718
Caprock Group
Idaho
$273K +$234K +10,449 New
RFN
719
Redwood Financial Network
Ohio
$272K -$7.04K -315 -3%
VSQM
720
V-Square Quantitative Management
Illinois
$272K
FL
721
FreeGulliver LLC
Louisiana
$272K +$232K +10,400 New
EI
722
EDMP Inc
Florida
$271K +$232K +10,383 New
MIA
723
MeadowBrook Investment Advisors
Michigan
$270K +$231K +10,348 New
HSA
724
HBK Sorce Advisory
Pennsylvania
$269K -$2.88K -129 -1%
HI
725
Horizon Investments
North Carolina
$267K +$9.97K +446 +5%

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.