We are live on ! Find out more
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
HBW
826
Hazlett, Burt & Watson
West Virginia
$90K
FCAS
827
First Command Advisory Services
Texas
$88.8K +$106K +3,989 +79,780%
RFA
828
Register Financial Advisors
Georgia
$88.2K +$213 +8 +0.2%
PCM
829
Penserra Capital Management
California
$88K -$16.7K -628 -14%
JWA
830
JFS Wealth Advisors
Pennsylvania
$85.6K -$5.69K -214 -5%
GM
831
GeoWealth Management
Illinois
$85K +$292 +11 +0.3%
OIA
832
Optimum Investment Advisors
Illinois
$84.4K -$5.26K -198 -5%
DAM
833
Delta Asset Management
Tennessee
$82.6K
T
834
TOBAM
France
$82K -$16.6K -624 -14%
EWM
835
Evermay Wealth Management
Virginia
$81.2K -$34.6K -1,300 -26%
PFBT
836
Parkside Financial Bank & Trust
Missouri
$79.6K +$22.3K +837 +31%
WAS
837
Winch Advisory Services
Wisconsin
$78K +$239 +9 +0.3%
CAS
838
Coppell Advisory Solutions
Texas
$76.9K -$8.03K -302 -13%
GIA
839
GHP Investment Advisors
Colorado
$76.7K -$23.5K -885 -21%
BCMLT
840
Beacon Capital Management LLC (Tennessee)
Tennessee
$76.4K
CTA
841
Colonial Trust Advisors
South Carolina
$74.5K -$3.32K -125 -4%
MA
842
MCF Advisors
Kentucky
$74.1K +$44.1K +1,660 +99%
NF
843
Norwood Financial
Pennsylvania
$73.5K -$2.13K -80 -2%
FIA
844
FNY Investment Advisers
New York
$73K +$87.7K +3,300 New
CTB
845
Country Trust Bank
Illinois
$72.9K -$20K -753 -19%
RTC
846
Riverview Trust Company
Washington
$71.6K +$26.8K +1,007 +46%
CUAMC
847
China Universal Asset Management Company
China
$71.5K +$59.6K +2,243 +230%
SWM
848
Spire Wealth Management
Virginia
$71.2K +$11K +414 +15%
Bank Julius Baer & Co
849
Bank Julius Baer & Co
Switzerland
$71K +$85.1K +3,201 New
BHWM
850
Beaird Harris Wealth Management
Texas
$67.9K -$691 -26 -0.8%

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.