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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.17B -$79M -3,535,095 -4%
BlackRock
2
BlackRock
New York
$1.72B -$3.14M -140,448 -0.2%
State Street
3
State Street
Massachusetts
$1.41B -$1.28M -57,361 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$885M +$477M +21,329,629 +169%
Invesco
5
Invesco
Georgia
$497M +$45.3M +2,025,979 +12%
Capital World Investors
6
Capital World Investors
California
$482M +$93.1M +4,163,317 +29%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$431M +$9.31M +416,631 +3%
ProShare Advisors
8
ProShare Advisors
Maryland
$217M +$30.8M +1,378,279 +20%
Northern Trust
9
Northern Trust
Illinois
$192M -$7.41M -331,448 -4%
CCM
10
Camber Capital Management
Massachusetts
$183M +$40.2M +1,800,000 +35%
Charles Schwab
11
Charles Schwab
California
$170M +$13.7M +613,847 +10%
Legal & General Group
12
Legal & General Group
United Kingdom
$162M -$9.6M -429,489 -6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$155M -$10.4M -463,936 -7%
UBS AM
14
UBS AM
Illinois
$145M +$11.3M +507,316 +10%
Goldman Sachs
15
Goldman Sachs
New York
$121M +$27.3M +1,220,693 +36%
LSV Asset Management
16
LSV Asset Management
Illinois
$118M -$4.64M -207,726 -4%
Allianz Asset Management
17
Allianz Asset Management
Germany
$102M +$14.1M +631,630 +19%
SC
18
Sessa Capital
New York
$98.5M +$84.4M +3,774,208 New
UBS Group
19
UBS Group
Switzerland
$94.2M -$17.6M -788,126 -18%
JP Morgan Chase
20
JP Morgan Chase
New York
$93.3M +$5.52M +247,070 +7%
Barclays
21
Barclays
United Kingdom
$91.9M +$16.6M +743,033 +27%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$87.4M -$12.5M -558,043 -14%
First Trust Advisors
23
First Trust Advisors
Illinois
$86.1M -$2.79M -124,841 -4%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$80.3M +$7.58M +339,143 +12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$70.1M +$13M +582,486 +28%

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.