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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
BHWM
851
Beaird Harris Wealth Management
Texas
$79.3K -$313 -14 -0.5%
TPCW
852
TD Private Client Wealth
New York
$76K -$139K -6,238 -68%
GCM
853
Gables Capital Management
Florida
$73.6K
SWM
854
Spire Wealth Management
Virginia
$70.3K -$156 -7 -0.2%
ST
855
Smithfield Trust
Pennsylvania
$68K -$4.58K -205 -7%
CBT
856
CoreFirst Bank & Trust
Kansas
$65.7K
VC
857
Vestor Capital
Illinois
$63K -$51.4K -2,300 -49%
MFT
858
Moisand Fitzgerald Tamayo
Florida
$60.9K
BCMLT
859
Beacon Capital Management LLC (Tennessee)
Tennessee
$60.9K +$1.27K +57 +2%
OIA
860
Optimum Investment Advisors
Illinois
$59.9K -$33.6K -1,502 -40%
TWM
861
Tradition Wealth Management
Minnesota
$56K -$17.2K -771 -26%
YDMI
862
Y.D. More Investments
Israel
$54.8K +$24.6K +1,100 +110%
GEA
863
Glen Eagle Advisors
New Jersey
$54.1K
OP
864
ORG Partners
Indiana
$53.8K +$35.8K +1,602 +352%
SIC
865
SJS Investment Consulting
Ohio
$52.5K -$156 -7 -0.3%
EWA
866
EverSource Wealth Advisors
Alabama
$52.5K +$19.9K +891 +80%
QC
867
Quent Capital
New York
$52.3K +$849 +38 +2%
AA
868
Alta Advisers
United Kingdom
$52.2K
HWA
869
Heritage Wealth Advisors
Virginia
$52.2K +$44.7K +2,000 New
PB
870
Pinnacle Bancorp
Nebraska
$52.1K
SCM
871
Silvant Capital Management
Georgia
$51.1K
LTI
872
Laffer Tengler Investments
Tennessee
$50.8K
CT
873
Colonial Trust
South Carolina
$50.3K -$4.47K -200 -9%
KLWA
874
Kelly Lawrence W & Associates
California
$49.4K
USB
875
Union Savings Bank
Connecticut
$49.2K

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.