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WBA

Walgreens Boots Alliance

Delisted

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

995 hedge funds and large institutions have $11.1B invested in Walgreens Boots Alliance in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 361 increasing their positions, 400 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 400

1.05% less ownership

Funds ownership: 60.67%59.61% (-1.1%)

7% less funds holding

Funds holding: 1,071995 (-76)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

19% less capital invested

Capital invested by funds: $13.6B → $11.1B (-$2.55B)

22% less call options, than puts

Call options by funds: $503M | Put options by funds: $644M

39% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 158

Holders
995
Holders Change
-76
Holders Change %
-7.1%
% of All Funds
14.33%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
97
Increased
361
Reduced
400
Closed
158
Calls
$503M
Puts
$644M
Net Calls
-$141M
Net Calls Change
-$374M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
976
Trifecta Capital Advisors
Illinois
$803
CCMW
977
Cypress Capital Management (Wyoming)
Wyoming
$651 +$667 +30 New
WWM
978
Wolff Wiese Magana
California
$586
S
979
Sachetta
Massachusetts
$575
IRAG
980
Investment Research & Advisory Group
Georgia
$564 +$555 +25 +2,500%
TWD
981
True Wealth Design
Ohio
$499 +$178 +8 +53%
CTWM
982
Cherry Tree Wealth Management
Minnesota
$456
SL
983
Salomon & Ludwin
Virginia
$412 -$5.55K -250 -93%
MIM
984
Macroview Investment Management
Maryland
$304
PIM
985
Plato Investment Management
Australia
$282 -$161K -7,257 -100%
AS
986
AM Squared
Hong Kong
$260 +$267 +12 New
GJWM
987
Gilliland Jeter Wealth Management
Arkansas
$260 +$267 +12 New
CPG
988
Cornerstone Planning Group
New Jersey
$184 +$22 +1 +10%
MCM
989
Manchester Capital Management
Vermont
$174 -$8.24K -371 -98%
WA
990
WestEnd Advisors
North Carolina
$130 -$111 -5 -45%
BC
991
Barrett & Company
Rhode Island
$87
FP
992
Financial Perspectives
Minnesota
$52
GJIA
993
Glass Jacobson Investment Advisors
Maryland
$44 -$6K -270 -99%
PP
994
PFS Partners
New Jersey
$44
B
995
Birchbrook
Maine
$34
IPW
996
Impact Partnership Wealth
Georgia
$16 -$18.6K -839 -100%
DWM
997
Dogwood Wealth Management
Kansas
$2
Impax Asset Management Group
998
Impax Asset Management Group
United Kingdom
-$13.1M -502,032 Closed
QOP
999
Quinn Opportunity Partners
Virginia
-$11.5M -441,004 Closed
SIM
1000
Sprucegrove Investment Management
Ontario, Canada
-$10.4M -398,958 Closed

WBA Hedge Fund Activity: Q1 2024 in Review

995 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Walgreens Boots Alliance (WBA) for Q1 2024, worth a combined $11.1B — down 19% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of WBA and 97 opened new positions — a net loss of 61 holders — while 400 trimmed existing stakes and 361 added.

The largest buyer was Capital World Investors, adding an estimated $236M. The largest seller was Morgan Stanley, cutting an estimated $474M.

  • 995 institutional investors held Walgreens Boots Alliance (WBA) as of Q1 2024, down from 1,071 in Q4 2023.
  • Funds reported $11.1B of Walgreens Boots Alliance stock for Q1 2024, down 19% quarter-over-quarter.
  • 97 funds opened new Walgreens Boots Alliance positions in Q1 2024 and 158 closed out, a net change of -61 holders.
  • The largest Walgreens Boots Alliance buyer in Q1 2024 was Capital World Investors, an estimated $236M added.
  • The largest Walgreens Boots Alliance seller in Q1 2024 was Morgan Stanley, an estimated $474M sold.

Based on aggregated 13F filings for Q1 2024.