1,938 hedge funds and large institutions have $62.4B invested in Boeing in 2024 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 598 increasing their positions, 913 reducing their positions, and 235 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,938
Holders Change
-117
Holders Change %
-5.69%
% of All Funds
28.03%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
144
Increased
598
Reduced
913
Closed
235
Calls
$4.75B
Puts
$6.4B
Net Calls
-$1.66B
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Shares
Change %
WE
601
Wealth Effects
Massachusetts
$1.7M +$26.8K +176 +2%
SWM
602
Spire Wealth Management
Virginia
$1.69M +$63.6K +418 +4%
PL
603
Plancorp LLC
Missouri
$1.69M -$3.65K -24 -0.2%
EWM
604
Empirical Wealth Management
Washington
$1.68M -$702K -4,615 -29%
EWM
605
Evercore Wealth Management
New York
$1.68M -$29.6K -195 -2%
KCM
606
Kerusso Capital Management
North Carolina
$1.66M +$102K +668 +7%
MA
607
Modus Advisors
Minnesota
$1.66M -$111K -728 -6%
ADL
608
Asset Dedication LLC
California
$1.65M -$726K -4,776 -31%
MW
609
Marcum Wealth
Ohio
$1.65M +$155K +1,017 +10%
GAA
610
Global Assets Advisory
Florida
$1.64M +$1.64M +10,653 New
BCM
611
Brookstone Capital Management
Illinois
$1.64M -$87.7K -577 -5%
TCOT
612
Trust Company of Toledo
Ohio
$1.64M -$24.3K -160 -1%
MPM
613
Meritage Portfolio Management
Kansas
$1.64M
SCM
614
SOL Capital Management
Maryland
$1.64M +$42.6K +280 +3%
PPW
615
Parcion Private Wealth
Washington
$1.63M -$9.12K -60 -0.6%
RMAM
616
Raab & Moskowitz Asset Management
New Jersey
$1.61M +$10K +66 +0.6%
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$1.6M -$9.12K -60 -0.6%
ITC
618
Inspire Trust Company
Nevada
$1.6M +$715K +4,700 +81%
WCMN
619
Westchester Capital Management (Nebraska)
Nebraska
$1.59M -$304 -2 -0%
NRS
620
Neville Rodie & Shaw
New York
$1.59M -$64.6K -425 -4%
DWM
621
Dakota Wealth Management
Florida
$1.58M +$64.6K +425 +4%
SFP
622
Sweet Financial Partners
Minnesota
$1.57M -$1.52K -10 -0.1%
DWT
623
Dorsey & Whitney Trust
South Dakota
$1.57M +$330K +2,171 +27%
MFG
624
MidWestOne Financial Group
Iowa
$1.57M -$184K -1,207 -10%
ATPW
625
Ashton Thomas Private Wealth
Arizona
$1.56M -$368K -2,421 -19%