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WBA

Walgreens Boots Alliance

Delisted

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

1,046 hedge funds and large institutions have $11.1B invested in Walgreens Boots Alliance in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 382 increasing their positions, 424 reducing their positions, and 192 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

15% more call options, than puts

Call options by funds: $463M | Put options by funds: $403M

10% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 424

1.45% less ownership

Funds ownership: 58.59%57.15% (-1.4%)

9% less funds holding

Funds holding: 1,1491,046 (-103)

23% less capital invested

Capital invested by funds: $14.5B → $11.1B (-$3.39B)

46% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 192

Holders
1,046
Holders Change
-103
Holders Change %
-8.96%
% of All Funds
16.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
104
Increased
382
Reduced
424
Closed
192
Calls
$463M
Puts
$403M
Net Calls
+$59.8M
Net Calls Change
-$4.37M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1001
Financial Management Professionals
Texas
$4K +$5K +188 New
VAG
1002
VisionPoint Advisory Group
Texas
$3.98K -$11.1K -419 -70%
RFG
1003
RFP Financial Group
Georgia
$3.83K
SWA
1004
SOA Wealth Advisors
New York
$3.58K +$27 +1 +0.6%
VFM
1005
Viking Fund Management
North Dakota
$3.34K
CWM
1006
CarsonAllaria Wealth Management
Illinois
$3.3K
SFCL
1007
Strengthening Families & Communities LLC
Massachusetts
$3K +$80 +3 +2%
NC
1008
NewSquare Capital
Pennsylvania
$2.71K -$1.14K -43 -26%
WT
1009
Washington Trust
Rhode Island
$2.71K
TFA
1010
Toth Financial Advisory
Virginia
$2.6K -$192K -7,214 -98%
PFA
1011
Pathway Financial Advisers
Indiana
$2.51K +$3K +113 New
LWANC
1012
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.31K +$2.77K +104 New
SJIM
1013
St. Johns Investment Management
Florida
$2.22K
FGA
1014
Fortis Group Advisors
New Jersey
$2.22K +$2.66K +100 New
Legacy Financial Group (Iowa)
1015
Legacy Financial Group (Iowa)
Iowa
$2.22K +$2.66K +100 New
KA
1016
Kozak & Associates
Colorado
$2.18K
CWP
1017
Concord Wealth Partners
Virginia
$1.94K -$305K -11,455 -99%
VWM
1018
Venturi Wealth Management
Texas
$1.76K -$532 -20 -20%
PS
1019
PayPay Securities
Japan
$1.69K
LF
1020
Lee Financial
Texas
$1.67K
DF
1021
DecisionPoint Financial
Arizona
$1.4K +$1.68K +63 New
ECM
1022
Everence Capital Management
Indiana
$1.27K +$468K +17,590 +45%
CB
1023
CNB Bank
Pennsylvania
$1.27K
CPG
1024
Cornerstone Planning Group
New Jersey
$1.16K +$1.38K +52 New
IFAM
1025
Institutional & Family Asset Management
Colorado
$1.13K -$73.6K -2,768 -98%

WBA Hedge Fund Activity: Q3 2023 in Review

1,046 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Walgreens Boots Alliance (WBA) for Q3 2023, worth a combined $11.1B — down 23% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 192 funds closed out of WBA and 104 opened new positions — a net loss of 88 holders — while 424 trimmed existing stakes and 382 added.

The largest buyer was Vanguard Group, adding an estimated $291M. The largest seller was Federated Hermes, cutting an estimated $281M.

  • 1,046 institutional investors held Walgreens Boots Alliance (WBA) as of Q3 2023, down from 1,149 in Q2 2023.
  • Funds reported $11.1B of Walgreens Boots Alliance stock for Q3 2023, down 23% quarter-over-quarter.
  • 104 funds opened new Walgreens Boots Alliance positions in Q3 2023 and 192 closed out, a net change of -88 holders.
  • The largest Walgreens Boots Alliance buyer in Q3 2023 was Vanguard Group, an estimated $291M added.
  • The largest Walgreens Boots Alliance seller in Q3 2023 was Federated Hermes, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2023.