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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
CA
976
Clearstead Advisors
Ohio
$207K -$57K -1,606 -21%
SP
977
Successful Portfolios
Florida
$206K -$355 -10 -0.2%
CD
978
Chapin Davis
Maryland
$205K +$211K +5,941 New
SAM
979
Summit Asset Management
Tennessee
$205K -$25.5K -718 -11%
PWMAG
980
Pinnacle Wealth Management Advisory Group
New Jersey
$204K +$9.79K +276 +5%
CWP
981
Concord Wealth Partners
Virginia
$204K +$170K +4,801 +442%
BFS
982
Bradley Foster & Sargent
Connecticut
$203K +$6.21K +175 +3%
AWM
983
Avaii Wealth Management
Wisconsin
$203K -$325K -9,165 -61%
GVAG
984
Great Valley Advisor Group
Delaware
$203K +$209K +5,880 New
LA
985
Latitude Advisors
Florida
$202K +$208K +5,848 New
OIM
986
Oder Investment Management
California
$202K -$41.9K -1,182 -17%
CGL
987
Clarius Group LLC
Washington
$202K +$207K +5,836 New
DS
988
DRW Securities
Illinois
$201K +$206K +5,807 New
LCM
989
Logan Capital Management
Pennsylvania
$199K
BCP
990
Blue Chip Partners
Michigan
$195K -$3.34K -94 -2%
JFGIW
991
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$194K +$71 +2 +0%
IPAM
992
ICICI Prudential Asset Management
India
$191K +$41.9K +1,180 +27%
IGWM
993
ICA Group Wealth Management
Colorado
$190K +$48.7K +1,371 +33%
SIS
994
Strategic Investment Solutions
Illinois
$190K +$390 +11 +0.2%
GIA
995
GHP Investment Advisors
Colorado
$185K -$2.73K -77 -1%
OCM
996
Osterweis Capital Management
California
$179K
SIM
997
Sentry Investment Management
Wisconsin
$176K +$180K +5,078 New
Fuller & Thaler Asset Management
998
Fuller & Thaler Asset Management
California
$174K -$4.33M -121,982 -96%
EWM
999
Evermay Wealth Management
Virginia
$171K
CSPAM
1000
Cary Street Partners Asset Management
Virginia
$169K -$25.7K -725 -13%

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.