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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
VW
801
Vance Wealth
California
$265K
GWAM
802
Guardian Wealth Advisors (Minnesota)
Minnesota
$264K -$10.1K -311 -3%
DZ Bank
803
DZ Bank
Germany
$264K +$178K +5,451 +143%
AO
804
Advisor OS
Illinois
$263K +$11.6K +357 +4%
FCA
805
Fortis Capital Advisors
Kansas
$262K -$1.11K -34 -0.4%
AWM
806
Avaii Wealth Management
Wisconsin
$262K +$108K +3,315 +56%
VFA
807
Valeo Financial Advisors
Indiana
$261K +$69.6K +2,137 +30%
BC
808
Burney Company
Virginia
$260K -$120K -3,684 -29%
LFAS
809
Level Four Advisory Services
Texas
$260K -$83.7K -2,569 -22%
MMPW
810
Mitchell McLeod Pugh & Williams
Alabama
$259K +$65 +2 +0%
DWP
811
Daymark Wealth Partners
Ohio
$257K +$294K +9,024 New
CFSG
812
Clark Financial Services Group
Missouri
$257K -$2.7K -83 -0.9%
KC
813
Kenfarb & Co
Kentucky
$256K +$293K +9,000 New
IWA
814
Inspirion Wealth Advisors
Illinois
$256K +$4.89K +150 +2%
OC
815
Oarsman Capital
Wisconsin
$254K -$13.9K -426 -5%
MWC
816
MBM Wealth Consultants
Missouri
$254K -$20.9K -640 -7%
JFL
817
Jarislowsky, Fraser Ltd
Quebec, Canada
$253K -$195K -6,000 -40%
CI
818
Cigna Investments
Connecticut
$252K
IF
819
Insight Folios
North Carolina
$251K +$11.4K +351 +4%
OSNBOA
820
Old Second National Bank of Aurora
Illinois
$251K
AIM
821
Athena Investment Management
California
$250K
WSCM
822
Wellington Shields Capital Management
New York
$247K
SSB
823
Sandy Spring Bank
Maryland
$246K +$195 +6 +0.1%
TYCC
824
Texas Yale Capital Corp
Florida
$244K -$78.2K -2,400 -22%
EP
825
Eudaimonia Partners
Tennessee
$241K +$2.7K +83 +1%

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.