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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
EC
1001
EntryPoint Capital
New York
$7.13K +$6.1K +273 New
GJIA
1002
Glass Jacobson Investment Advisors
Maryland
$7.1K
TSW
1003
Thompson Siegel & Walmsley
Virginia
$7K -$2.23K -100 -29%
PWMG
1004
Private Wealth Management Group
New Jersey
$6.87K +$5.88K +263 New
QPBE
1005
Quintet Private Bank (Europe)
Luxembourg
$6.53K
VCM
1006
Versant Capital Management
Arizona
$6.4K -$1.14K -51 -17%
SIC
1007
Salem Investment Counselors
North Carolina
$6.27K
AWM
1008
Abound Wealth Management
Tennessee
$6.01K +$67 +3 +1%
FMP
1009
Financial Management Professionals
Texas
$6K +$738 +33 +18%
SL
1010
Salomon & Ludwin
Virginia
$5.98K
WPA
1011
West Paces Advisors
Georgia
$5.77K +$358 +16 +8%
OA
1012
Operose Advisors
Wisconsin
$5.54K
DFA
1013
DHJJ Financial Advisors
Illinois
$5.35K
FGA
1014
Fortis Group Advisors
New Jersey
$5.22K +$2.23K +100 +100%
AEPWM
1015
Atlantic Edge Private Wealth Management
Florida
$5.22K +$4.47K +200 New
DCM
1016
Davis Capital Management
Florida
$5.22K +$4.47K +200 New
MLA
1017
MB, Levis & Associates
Pennsylvania
$5.08K
HGA
1018
Hobbs Group Advisors
South Carolina
$5.04K +$4.31K +193 New
HBW
1019
Hazlett, Burt & Watson
West Virginia
$5K -$85.5K -3,825 -96%
MSFP
1020
Mark Sheptoff Financial Planning
Connecticut
$4.79K
VAG
1021
VisionPoint Advisory Group
Texas
$4.67K
RFG
1022
RFP Financial Group
Georgia
$4.49K
CJ
1023
Caitlin John
Michigan
$4.21K +$3.6K +161 New
NB
1024
NBT Bank
New York
$4.18K +$3.58K +160 New
CWM
1025
CarsonAllaria Wealth Management
Illinois
$3.95K +$67 +3 +2%

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.