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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
BIA
1026
Bell Investment Advisors
California
$3.87K -$19.4K -866 -85%
CAS
1027
Coppell Advisory Solutions
Texas
$3.26K -$43.2K -1,933 -94%
WT
1028
Washington Trust
Rhode Island
$3.19K
TFA
1029
Toth Financial Advisory
Virginia
$3.06K
Loomis, Sayles & Company
1030
Loomis, Sayles & Company
Massachusetts
$3K -$4.61K -206 -62%
FWM
1031
FSA Wealth Management
Massachusetts
$3K +$2.23K +100 New
PFA
1032
Pathway Financial Advisers
Indiana
$2.95K
SWA
1033
SOA Wealth Advisors
New York
$2.67K -$1.32K -59 -37%
PS
1034
PayPay Securities
Japan
$2.65K +$559 +25 +33%
NC
1035
NewSquare Capital
Pennsylvania
$2.64K -$469 -21 -17%
SJIM
1036
St. Johns Investment Management
Florida
$2.61K
AF
1037
Arrow Financial
New York
$2.61K +$2.23K +100 New
BL
1038
BFSG LLC
California
$2.61K +$2.23K +100 New
GPFA
1039
Game Plan Financial Advisors
Ohio
$2.61K +$2.23K +100 New
KA
1040
Kozak & Associates
Colorado
$2.33K +$45 +2 +2%
CWP
1041
Concord Wealth Partners
Virginia
$2.22K -$45 -2 -2%
SSG
1042
Summit Securities Group
New York
$2K -$49.8K -2,228 -97%
HGERS
1043
Householder Group Estate & Retirement Specialist
Arizona
$2K +$1.03K +46 +92%
PWMG
1044
Prestige Wealth Management Group
New Jersey
$1.75K +$1.16K +52 +347%
ACA
1045
American Capital Advisory
Idaho
$1.58K +$1.34K +60 New
DPW
1046
DiNuzzo Private Wealth
Pennsylvania
$1.51K +$1.3K +58 New
CB
1047
CNB Bank
Pennsylvania
$1.49K
DF
1048
Dunhill Financial
United Kingdom
$1.35K +$1.16K +52 New
IFAM
1049
Institutional & Family Asset Management
Colorado
$1.31K -$22 -1 -2%
GWSA
1050
Global Wealth Strategies & Associates
Colorado
$1.31K

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.