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WBA

Walgreens Boots Alliance

Delisted

WBA was delisted on the 27th of August, 2025.

1,237 hedge funds and large institutions have $17.5B invested in Walgreens Boots Alliance in 2023 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 539 increasing their positions, 386 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 539 | Existing positions reduced: 386

27% more call options, than puts

Call options by funds: $600M | Put options by funds: $474M

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

0.08% more ownership

Funds ownership: 58.41%58.49% (+0.08%)

3% less funds holding

Funds holding: 1,2761,237 (-39)

7% less capital invested

Capital invested by funds: $18.9B → $17.5B (-$1.35B)

11% less first-time investments, than exits

New positions opened: 116 | Existing positions closed: 131

Holders
1,237
Holders Change
-39
Holders Change %
-3.06%
% of All Funds
19.71%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
116
Increased
539
Reduced
386
Closed
131
Calls
$600M
Puts
$474M
Net Calls
+$126M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
926
Valeo Financial Advisors
Indiana
$243K -$25.3K -714 -9%
SPWM
927
Straight Path Wealth Management
Michigan
$242K +$248 +7 +0.1%
T
928
TRUADVICE
Florida
$240K +$242K +6,815 New
TTWM
929
TCV Trust & Wealth Management
Virginia
$240K +$37.3K +1,052 +18%
HWM
930
Horizon Wealth Management
Illinois
$239K +$245K +6,914 New
LOAMS
931
Lombard Odier Asset Management (Switzerland)
Switzerland
$239K +$245K +6,902 New
RCM
932
RB Capital Management
Nevada
$237K +$243K +6,851 New
FRM
933
Fox Run Management
Connecticut
$236K +$243K +6,836 New
TA
934
TrueWealth Advisors
Alabama
$235K +$16.3K +459 +7%
NFG
935
Nadler Financial Group
Illinois
$235K
OHWP
936
Oak Harbor Wealth Partners
North Carolina
$234K +$7.95K +224 +3%
HWM
937
HB Wealth Management
Georgia
$232K -$11K -310 -4%
HPC
938
HM Payson & Co
Maine
$232K -$3.05K -86 -1%
WSC
939
Wellington Shields & Co
New York
$232K +$21.3K +600 +10%
PWM
940
Purus Wealth Management
California
$231K +$3.37K +95 +1%
BEC
941
Blue Edge Capital
Virginia
$231K
BMC
942
Benin Management Corp
Connecticut
$229K +$31.9K +900 +16%
FAIM
943
Financial Advocates Investment Management
Washington
$228K -$70.1K -1,974 -23%
WDL
944
Well Done LLC
Michigan
$227K -$887 -25 -0.4%
IB
945
Intrust Bank
Kansas
$225K -$13K -365 -5%
AWM
946
Act Wealth Management
Texas
$225K
BCM
947
BTC Capital Management
Iowa
$225K
RWM
948
Revisor Wealth Management
Ohio
$225K +$231K +6,499 New
TT
949
TI-Trust
Illinois
$222K
TFA
950
Toth Financial Advisory
Virginia
$222K -$42.5K -1,199 -16%

WBA Hedge Fund Activity: Q1 2023 in Review

1,237 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Walgreens Boots Alliance (WBA) for Q1 2023, worth a combined $17.5B — down 7.2% from $18.9B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WBA and 116 opened new positions — a net loss of 15 holders — while 386 trimmed existing stakes and 539 added.

The largest buyer was BlackRock, adding an estimated $99.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $224M sold.

  • 1,237 institutional investors held Walgreens Boots Alliance (WBA) as of Q1 2023, down from 1,276 in Q4 2022.
  • Funds reported $17.5B of Walgreens Boots Alliance stock for Q1 2023, down 7.2% quarter-over-quarter.
  • 116 funds opened new Walgreens Boots Alliance positions in Q1 2023 and 131 closed out, a net change of -15 holders.
  • The largest Walgreens Boots Alliance buyer in Q1 2023 was BlackRock, an estimated $99.3M added.
  • The largest Walgreens Boots Alliance seller in Q1 2023 was Arrowstreet Capital, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.