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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
SLI
801
Sumitomo Life Insurance
Japan
$150K -$5.77K -217 -3%
NFSG
802
Newbridge Financial Services Group
Florida
$146K +$9.41K +354 +6%
WSC
803
Wellington Shields & Co
New York
$145K -$5.32K -200 -3%
ORAM
804
One River Asset Management
Connecticut
$144K +$140K +5,261 +248%
SAM
805
S.A. Mason
Michigan
$139K -$1.49K -56 -0.9%
IWP
806
IAG Wealth Partners
Wisconsin
$137K -$1.33K -50 -0.8%
RDIA
807
RE Dickinson Investment Advisors
Iowa
$137K
NS
808
NBC Securities
Alabama
$136K +$163K +6,146 New
IPW
809
Impact Partnership Wealth
Georgia
$133K +$159K +5,998 New
RA
810
Rational Advisors
New York
$133K +$85.4K +3,212 +116%
CL
811
CSS LLC
Illinois
$131K +$157K +5,900 New
LJHT
812
Laurie J. Hall Trustee
$128K -$66.5K -2,500 -30%
QCG
813
Quadrant Capital Group
Ohio
$125K +$50K +1,879 +50%
ITIM
814
Indiana Trust & Investment Management
Indiana
$124K +$148K +5,567 New
WBC
815
Westpac Banking Corp
Australia
$123K
OCM
816
Osterweis Capital Management
California
$115K
AWM
817
Avior Wealth Management
Nebraska
$114K -$57.8K -2,174 -30%
LCM
818
Logan Capital Management
Pennsylvania
$111K
TFA
819
Transamerica Financial Advisors
Florida
$107K -$76.8K -2,890 -38%
VC
820
Vestor Capital
Illinois
$105K -$20.2K -758 -14%
HPC
821
HM Payson & Co
Maine
$100K -$35K -1,315 -23%
CCP
822
Carmel Capital Partners
California
$100K +$186 +7 +0.2%
SIM
823
Sentry Investment Management
Wisconsin
$93K -$21.6K -812 -16%
CYG
824
Clean Yield Group
Vermont
$90.4K
BAM
825
Byrne Asset Management
New Jersey
$90K

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.