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WBA

Walgreens Boots Alliance

Delisted

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

1,304 hedge funds and large institutions have $37.5B invested in Walgreens Boots Alliance in 2018 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 526 increasing their positions, 463 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 463

1.64% more ownership

Funds ownership: 61.43%63.07% (+1.6%)

10% more call options, than puts

Call options by funds: $510M | Put options by funds: $465M

2% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 101

1% less funds holding

Funds holding: 1,3151,304 (-11)

6% less capital invested

Capital invested by funds: $39.8B → $37.5B (-$2.31B)

16% less funds holding in top 10

Funds holding in top 10: 2521 (-4)

Holders
1,304
Holders Change
-11
Holders Change %
-0.84%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.48%
New
103
Increased
526
Reduced
463
Closed
101
Calls
$510M
Puts
$465M
Net Calls
+$45.5M
Net Calls Change
-$468M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1251
Shamrock Asset Management
Texas
$21K
VEA
1252
Virtus ETF Advisers
New York
$21K
ME
1253
McIlrath & Eck
Washington
$20K -$52.4K -814 -71%
FPFS
1254
First Personal Financial Services
North Carolina
$20K
LWM
1255
Lenox Wealth Management
Ohio
$20K
PFO
1256
Pathstone Family Office
New Jersey
$20K
APSP
1257
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K +$129 +2 +0.6%
MCM
1258
Monument Capital Management
Virginia
$19K
KCPG
1259
Kavar Capital Partners Group
Kansas
$18K -$12.9K -200 -40%
SCM
1260
Silvant Capital Management
Georgia
$18K
ML
1261
McAdam LLC
Pennsylvania
$18K +$8.3K +129 +73%
THWM
1262
Taylor Hoffman Wealth Management
Virginia
$16K
MPPLM
1263
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$14K
CWA
1264
Clarus Wealth Advisors
Arizona
$14K +$13.8K +215 New
CAW
1265
Cornerstone Advisors (Washington)
Washington
$13K -$5.21K -81 -28%
LYV
1266
Live Your Vision
Pennsylvania
$13K +$12.9K +200 New
BCA
1267
Bay Colony Advisors
Massachusetts
$13K +$13.8K +214 New
WCAMG
1268
Woodard & Company Asset Management Group
North Carolina
$12K
HDIM
1269
Hanson & Doremus Investment Management
Vermont
$12K
WWM
1270
Willingdon Wealth Management
North Carolina
$10K -$19.1K -296 -63%
CAL
1271
Capital Advisors Ltd
Ohio
$10K +$64 +1 +0.6%
CA
1272
Crewe Advisors
Utah
$10K +$10.3K +160 New
Rockefeller Capital Management
1273
Rockefeller Capital Management
New York
$9K -$148K -2,296 -94%
DWM
1274
Destination Wealth Management
California
$9K -$451 -7 -4%
JSP
1275
Jackson Square Partners
California
$9K