2,158 hedge funds and large institutions have $99.9B invested in Boeing in 2024 Q4 according to their latest regulatory filings, with 418 funds opening new positions, 808 increasing their positions, 703 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
+220
Holders Change %
+11.35%
% of All Funds
28.72%
Holding in Top 10
45
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+136.84%
% of All Funds
0.6%
New
418
Increased
808
Reduced
703
Closed
159
Calls
$9.62B
Puts
$9.82B
Net Calls
-$199M
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
1001
S.A. Mason
Michigan
$804K -$885 -5 -0.1%
CGF
1002
Constant Guidance Financial
Massachusetts
$804K +$804K +4,545 New
HWM
1003
Hohimer Wealth Management
Washington
$797K +$114K +642 +17%
EWA
1004
Encompass Wealth Advisors
Oregon
$791K -$686K -3,878 -46%
PA
1005
PFG Advisors
Arizona
$791K -$29.6K -167 -4%
1SB
1006
1ST Source Bank
Indiana
$788K -$14.7K -83 -2%
GWANC
1007
Guardian Wealth Advisors (North Carolina)
North Carolina
$786K +$20.5K +116 +3%
PWPS
1008
Pinnacle Wealth Planning Services
Ohio
$786K +$131K +738 +20%
FHA
1009
Flagship Harbor Advisors
Massachusetts
$784K -$395K -2,233 -34%
EWA
1010
Exencial Wealth Advisors
Oklahoma
$783K -$65.5K -370 -8%
HWAM
1011
Hennion & Walsh Asset Management
New Jersey
$782K +$252K +1,421 +47%
EWA
1012
Etesian Wealth Advisors
Oregon
$782K -$87.6K -495 -10%
RIM
1013
RW Investment Management
Idaho
$777K
MWA
1014
Moser Wealth Advisors
Washington
$777K
SA
1015
Sovran Advisors
California
$775K +$775K +4,642 New
DAM
1016
Diamant Asset Management
Connecticut
$774K +$53.1K +300 +7%
PCA
1017
Prosperity Capital Advisors
Ohio
$772K +$121K +686 +19%
AIM
1018
Advyzon Investment Management
Illinois
$769K +$769K +4,346 New
APP
1019
Avantax Planning Partners
Iowa
$767K +$7.61K +43 +1%
AM
1020
AGF Management
Ontario, Canada
$766K +$766K +4,330 New
HWM
1021
Horizon Wealth Management
Illinois
$765K +$177K +1,000 +30%
WDG
1022
Wealth Dimensions Group
Ohio
$763K +$138K +780 +22%
WAAG
1023
Wealth Alliance Advisory Group
Kansas
$759K +$62.7K +354 +9%
AWM
1024
Aviso Wealth Management
Washington
$758K -$147K -832 -16%
AWE
1025
Avidian Wealth Enterprises
Texas
$758K +$30.3K +171 +4%