Stock Analysis
Data Source: SEC EDGAR 13F
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Walgreens Boots Alliance Inc (WBA)

4 + Investors. Track Smart Money conviction in WBA. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — WBA

Based on 4 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WBA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🔻

Below peak — only 0% of 3.0Y high

0% of all-time peak
Only 4 funds hold WBA today versus a peak of 1,045 funds at 2023 Q2 — just 0% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 100% fewer funds vs a year ago

fund count last 6Q
840 fewer hedge funds hold WBA compared to a year ago (-100% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 60% buying

3 buying2 selling
Last quarter: 3 funds were net buyers (3 opened a brand new position + 0 added to an existing one). Only 2 were sellers (0 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 105 → 4 → 0 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 50% new

25% conviction (2yr+) 25% medium 50% new
Of the 4 current holders: 1 (25%) held >2 years, 1 held 1–2 years, and 2 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+1299% value, -14% shares)

Value
+1299%
Shares
-14%
Last quarter: total value of institutional WBA holdings rose +1299% even though funds reduced share count by 14%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
⚠️

Saturation — most institutions already know this story

153 → 105 → 4 → 0 → 3 new funds/Q
New funds entering each quarter: 105 → 4 → 0 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 25% veterans, 50% new entrants

25% veterans 25% 1-2yr 50% new
Of 4 current holders: 1 (25%) held 2+ years, 1 held 1–2 years, 2 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 4 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.2
out of 10
Low Exit Risk
Exit risk score 1.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WBA

In 2026 Q1, 3 hedge funds were net buyers of WBA (3 opened a brand-new position), while 2 reduced or exited (2 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 4.

Hedge Fund Ownership: WBA

How many hedge funds hold WBA — quarterly history vs. share price
Quarterly hedge fund ownership of WBA vs. share price

Market Analysis: WBA

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: WBA

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: WBA
4 + Investors

Track Smart Money conviction in WBA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 4 3 33.33%
13F Shares 124K 145K -14.23%
Total Value $1M $103K 1299.31%
New Positions 3 0 +3
Increased Positions 0 0 -
Closed Positions 2 13 -11
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WBA

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2026 Q1)

4 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WBA. Verified SEC 13F-HR filings.

QUARTER:
Top 4 WBA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 William B. Walkup & Associates, Inc. 0.47% 71,181 $795K
2 Marex Group plc 0.02% 52,460 $635K
3 Medallion Wealth Advisors, LLC 0.00% 659 $7K
4 Huntington National Bank 0.00% 1
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Walgreens Boots Alliance Inc (WBA)

What does the Smart Money Trend signal show for WBA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WBA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WBA?

More buyers than sellers — 60% buying: Last quarter: 3 funds were net buyers (3 opened a brand new position + 0 added to an existing one). Only 2 were sellers (0 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WBA holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 4 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WBA?

Mixed — 25% long-term, 50% new: Of the 4 current holders: 1 (25%) held >2 years, 1 held 1–2 years, and 2 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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