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WBA

Walgreens Boots Alliance

Delisted

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

1,149 hedge funds and large institutions have $14.5B invested in Walgreens Boots Alliance in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 478 increasing their positions, 428 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $435M | Put options by funds: $370M

12% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 428

0.1% more ownership

Funds ownership: 58.49%58.59% (+0.1%)

7% less funds holding

Funds holding: 1,2371,149 (-88)

17% less capital invested

Capital invested by funds: $17.5B → $14.5B (-$3.04B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

52% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 156

Holders
1,149
Holders Change
-88
Holders Change %
-7.11%
% of All Funds
18.04%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
75
Increased
478
Reduced
428
Closed
156
Calls
$435M
Puts
$370M
Net Calls
+$64.2M
Net Calls Change
-$62.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
776
Financial Advocates Investment Management
Washington
$287K +$114K +3,510 +53%
PWM
777
Perigon Wealth Management
California
$286K -$25.4K -779 -7%
CAMV
778
Concord Asset Management (Virginia)
Virginia
$286K +$81.1K +2,489 +33%
UFG
779
United Fire Group
Iowa
$285K
PIA
780
Powell Investment Advisors
Florida
$284K -$18.1K -555 -5%
PFPT
781
Pinnacle Financial Partners (Tennessee)
Tennessee
$283K +$10.9K +336 +3%
LWP
782
Lumature Wealth Partners
Georgia
$282K +$23.6K +723 +8%
NCM
783
Neumann Capital Management
California
$279K +$65.2K +2,000 +26%
KA
784
Kovack Advisors
Florida
$279K +$12.9K +397 +4%
RIA
785
Realta Investment Advisors
Delaware
$278K +$1.82K +56 +0.6%
FA
786
FDx Advisors
Illinois
$276K -$18.1K -556 -5%
AAS
787
Annex Advisory Services
Wisconsin
$275K -$51.8K -1,589 -14%
HI
788
Horizon Investments
North Carolina
$275K +$26.7K +821 +9%
CIA
789
Capital Investment Advisors
Georgia
$270K -$25.3K -778 -8%
SCP
790
Seizert Capital Partners
Michigan
$270K -$196K -6,012 -39%
FCMC
791
Founders Capital Management (Connecticut)
Connecticut
$268K
AIM
792
AHL Investment Management
Florida
$268K
IAS
793
Insigneo Advisory Services
Florida
$268K +$307K +9,411 New
WMA
794
Wealth Management Associates
New Jersey
$267K +$21.5K +660 +8%
BCI
795
Brinker Capital Investments
Pennsylvania
$267K +$38.6K +1,184 +14%
OPS
796
Orion Portfolio Solutions
Nebraska
$267K +$38.6K +1,184 +14%
TFGT
797
TS Financial Group (TSFG)
Illinois
$266K +$29.2K +895 +11%
FMAEN1
798
Fund Management at Engine No 1
California
$266K +$20.9K +640 +7%
AFP
799
Ausdal Financial Partners
Iowa
$266K -$16.1K -495 -5%
IB
800
Intrust Bank
Kansas
$266K +$91.8K +2,819 +43%

WBA Hedge Fund Activity: Q2 2023 in Review

1,149 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Walgreens Boots Alliance (WBA) for Q2 2023, worth a combined $14.5B — down 17% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of WBA and 75 opened new positions — a net loss of 81 holders — while 428 trimmed existing stakes and 478 added.

The largest buyer was Vanguard Group, adding an estimated $378M. The largest seller was Fidelity Investments, cutting an estimated $413M.

  • 1,149 institutional investors held Walgreens Boots Alliance (WBA) as of Q2 2023, down from 1,237 in Q1 2023.
  • Funds reported $14.5B of Walgreens Boots Alliance stock for Q2 2023, down 17% quarter-over-quarter.
  • 75 funds opened new Walgreens Boots Alliance positions in Q2 2023 and 156 closed out, a net change of -81 holders.
  • The largest Walgreens Boots Alliance buyer in Q2 2023 was Vanguard Group, an estimated $378M added.
  • The largest Walgreens Boots Alliance seller in Q2 2023 was Fidelity Investments, an estimated $413M sold.

Based on aggregated 13F filings for Q2 2023.