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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
ITIM
826
Indiana Trust & Investment Management
Indiana
$142K -$2.86K -128 -2%
PFBT
827
Parkside Financial Bank & Trust
Missouri
$139K +$39.3K +1,757 +49%
LCM
828
Logan Capital Management
Pennsylvania
$131K
OCM
829
Osterweis Capital Management
California
$122K -$11.2K -499 -10%
RFG
830
REAP Financial Group
Texas
$119K +$102K +4,554 New
BCP
831
Blue Chip Partners
Michigan
$116K +$99.7K +4,459 New
BAM
832
Byrne Asset Management
New Jersey
$111K +$2.46K +110 +3%
ORAM
833
One River Asset Management
Connecticut
$109K -$71.8K -3,212 -44%
GI
834
GAMMA Investing
California
$106K +$105K +4,675 New
CYG
835
Clean Yield Group
Vermont
$104K
CA
836
Clearstead Advisors
Ohio
$104K -$310K -13,878 -78%
DZ Bank
837
DZ Bank
Germany
$99.2K -$81.1K -3,629 -49%
TFA
838
Transamerica Financial Advisors
Florida
$97K -$24K -1,072 -22%
EWM
839
Evermay Wealth Management
Virginia
$95.6K +$291 +13 +0.4%
MA
840
MCF Advisors
Kentucky
$94.4K +$6.35K +284 +9%
MPWT
841
MassMutual Private Wealth & Trust
Connecticut
$92K +$13.5K +602 +21%
WAS
842
Winch Advisory Services
Wisconsin
$91.9K +$201 +9 +0.3%
CTA
843
Colonial Trust Advisors
South Carolina
$88.8K +$1.16K +52 +2%
PCM
844
Penserra Capital Management
California
$86K -$15.5K -694 -17%
FCAS
845
First Command Advisory Services
Texas
$85.4K -$16.2K -725 -18%
AWM
846
Avior Wealth Management
Nebraska
$84.7K -$42.3K -1,893 -37%
FFA
847
Farther Finance Advisors
California
$84.6K +$24.4K +1,092 +51%
LS
848
Livforsakringsbolaget Skandia
Sweden
$84K +$38.7K +1,729 +116%
CTB
849
Country Trust Bank
Illinois
$81.4K -$3.58K -160 -5%
TCG
850
Transcendent Capital Group
Oklahoma
$81.3K +$69.6K +3,112 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.