We are live on ! Find out more
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
GSB
1151
Greenfield Savings Bank
Massachusetts
-$202K -9,076 Closed
GWAM
1152
Guardian Wealth Advisors (Minnesota)
Minnesota
-$200K -9,010 Closed
CF
1153
Centaurus Financial
California
-$182K -8,165 Closed
SLI
1154
Sumitomo Life Insurance
Japan
-$150K -6,761 Closed
RA
1155
Rational Advisors
New York
-$133K -5,981 Closed
CCP
1156
Carmel Capital Partners
California
-$100K -4,515 Closed
SIM
1157
Sentry Investment Management
Wisconsin
-$93K -4,170 Closed
RFA
1158
Register Financial Advisors
Georgia
-$88.2K -3,964 Closed
DAM
1159
Delta Asset Management
Tennessee
-$82.6K -3,713 Closed
T
1160
TOBAM
France
-$82K -3,680 Closed
FIA
1161
FNY Investment Advisers
New York
-$73K -3,300 Closed
RTC
1162
Riverview Trust Company
Washington
-$71.6K -3,220 Closed
ACM
1163
Adalta Capital Management
New York
-$49K -2,185 Closed
DJSG
1164
D.J. St. Germain
Massachusetts
-$47.1K -2,120 Closed
ME
1165
McIlrath & Eck
Washington
-$44.5K -2,000 Closed
AWA
1166
Authentikos Wealth Advisory
California
-$41.3K -1,859 Closed
PMFA
1167
Plante Moran Financial Advisors
Michigan
-$23.8K -1,072 Closed
CWM
1168
Compass Wealth Management
Connecticut
-$22.2K -1,000 Closed
MIA
1169
Milestone Investment Advisors
Wisconsin
-$19.7K -887 Closed
JFGIW
1170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$18.6K -835 Closed
HDIM
1171
Hanson & Doremus Investment Management
Vermont
-$18K -800 Closed
HL
1172
HeadInvest LLC
Maine
-$15.8K -706 Closed
MDCM
1173
Morgan Dempsey Capital Management
Wisconsin
-$14.5K -651 Closed
SCA
1174
Stonebridge Capital Advisors
Minnesota
-$11.7K -525 Closed
BAAM
1175
Baker Avenue Asset Management
California
-$9.7K -436 Closed

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.