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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
TF
801
Trek Financial
Arizona
$201K +$172K +7,709 New
NFG
802
Nations Financial Group
Iowa
$201K +$172K +7,695 New
BP
803
Ballentine Partners
Massachusetts
$201K +$172K +7,693 New
CIA
804
Capital Investment Advisors
Georgia
$200K +$171K +7,667 New
NICM
805
Neo Ivy Capital Management
New York
$200K +$172K +7,673 New
HFM
806
Harvest Fund Management
China
$196K +$17.9K +799 +12%
QCG
807
Quadrant Capital Group
Ohio
$196K +$42.3K +1,893 +34%
WTC
808
WhitTier Trust Company
Nevada
$190K +$1.25K +56 +0.8%
PIM
809
Plato Investment Management
Australia
$190K +$163K +7,270 New
AIM
810
Arcadia Investment Management
Michigan
$190K
CCM
811
Chilton Capital Management
Texas
$189K
GI
812
Gradient Investments
Minnesota
$189K -$4.49K -201 -3%
WIM
813
Westside Investment Management
California
$189K -$6.64K -297 -4%
LFG
814
Larson Financial Group
Missouri
$185K -$8.45K -378 -5%
NS
815
NBC Securities
Alabama
$176K +$13.7K +611 +10%
NFSG
816
Newbridge Financial Services Group
Florida
$162K -$8.09K -362 -6%
RDIA
817
RE Dickinson Investment Advisors
Iowa
$161K
IWP
818
IAG Wealth Partners
Wisconsin
$161K
SAM
819
S.A. Mason
Michigan
$160K -$2.57K -115 -2%
WBC
820
Westpac Banking Corp
Australia
$159K +$12.5K +560 +10%
BC
821
Broadwater Capital
Massachusetts
$159K +$136K +6,100 New
OSNBOA
822
Old Second National Bank of Aurora
Illinois
$158K -$61.5K -2,750 -31%
SIS
823
Strategic Investment Solutions
Illinois
$155K -$3.53M -157,734 -96%
WSC
824
Wellington Shields & Co
New York
$154K -$13.4K -600 -9%
PS
825
Principal Securities
Iowa
$144K +$123K +5,501 New

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.