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WBA

Walgreens Boots Alliance

Delisted

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

1,237 hedge funds and large institutions have $17.5B invested in Walgreens Boots Alliance in 2023 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 539 increasing their positions, 386 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 539 | Existing positions reduced: 386

27% more call options, than puts

Call options by funds: $600M | Put options by funds: $474M

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

0.08% more ownership

Funds ownership: 58.41%58.49% (+0.08%)

3% less funds holding

Funds holding: 1,2761,237 (-39)

7% less capital invested

Capital invested by funds: $18.9B → $17.5B (-$1.35B)

11% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 131

Holders
1,237
Holders Change
-39
Holders Change %
-3.06%
% of All Funds
19.71%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
116
Increased
539
Reduced
386
Closed
131
Calls
$600M
Puts
$474M
Net Calls
+$126M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
776
Transamerica Financial Advisors
Florida
$375K +$28.9K +813 +8%
ISWM
777
Independent Solutions Wealth Management
New York
$375K +$75.9K +2,140 +25%
PWM
778
Perigon Wealth Management
California
$374K +$27.8K +784 +8%
SVWAG
779
Sound View Wealth Advisors Group
Georgia
$373K -$7.38K -208 -2%
DBIA
780
Dumont & Blake Investment Advisors
New Jersey
$373K -$6.85K -193 -2%
CAMG
781
CWA Asset Management Group
Florida
$372K +$23.7K +667 +7%
RFN
782
Redwood Financial Network
Ohio
$371K -$5.39K -152 -1%
GAM
783
Grandview Asset Management
Pennsylvania
$367K
CCB
784
Cutter & Co Brokerage
Missouri
$366K -$16.4K -462 -4%
CWP
785
Cyndeo Wealth Partners
Florida
$365K -$84.1K -2,370 -18%
PIA
786
Powell Investment Advisors
Florida
$364K +$1.74K +49 +0.5%
MWC
787
MBM Wealth Consultants
Missouri
$364K
APP
788
Avantax Planning Partners
Iowa
$363K +$50.4K +1,420 +16%
CL
789
COWA LLC
Oklahoma
$362K +$23.1K +652 +7%
STA
790
Summit Trail Advisors
New York
$361K +$10.7K +302 +3%
RBFC
791
Roman Butler Fullerton & Co
Missouri
$360K +$2.27K +64 +0.6%
CG
792
Caprock Group
Idaho
$360K +$138K +3,881 +60%
CAM
793
Cozad Asset Management
Illinois
$359K
WSFS
794
Wilmington Savings Fund Society
Delaware
$358K
FHC
795
First Heartland Consultants
Missouri
$357K -$238K -6,715 -39%
MIM
796
Miller Investment Management
Pennsylvania
$356K
APA
797
Astoria Portfolio Advisors
New York
$356K +$75.8K +2,135 +27%
AIM
798
Arcadia Investment Management
Michigan
$355K
CIA
799
Capital Investment Advisors
Georgia
$355K +$10.3K +291 +3%
FWM
800
Finer Wealth Management
Massachusetts
$353K +$362K +10,203 New

WBA Hedge Fund Activity: Q1 2023 in Review

1,237 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Walgreens Boots Alliance (WBA) for Q1 2023, worth a combined $17.5B — down 7.2% from $18.9B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WBA and 116 opened new positions — a net loss of 15 holders — while 386 trimmed existing stakes and 539 added.

The largest buyer was BlackRock, adding an estimated $99.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $224M sold.

  • 1,237 institutional investors held Walgreens Boots Alliance (WBA) as of Q1 2023, down from 1,276 in Q4 2022.
  • Funds reported $17.5B of Walgreens Boots Alliance stock for Q1 2023, down 7.2% quarter-over-quarter.
  • 116 funds opened new Walgreens Boots Alliance positions in Q1 2023 and 131 closed out, a net change of -15 holders.
  • The largest Walgreens Boots Alliance buyer in Q1 2023 was BlackRock, an estimated $99.3M added.
  • The largest Walgreens Boots Alliance seller in Q1 2023 was Arrowstreet Capital, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.