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Boeing
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Overview Fund Activity

2,098 hedge funds and large institutions have $94.3B invested in Boeing in 2025 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 840 increasing their positions, 784 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,098
Holders Change
-60
Holders Change %
-2.78%
% of All Funds
28.49%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.5%
New
170
Increased
840
Reduced
784
Closed
186
Calls
$6.46B
Puts
$7.9B
Net Calls
-$1.44B
Net Calls Change
-$1.24B

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$677M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$525M
3
Bank of America
Bank of America
North Carolina
+$384M
4
Morgan Stanley
Morgan Stanley
New York
+$246M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$225M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$967M
2
Citadel Advisors
Citadel Advisors
Florida
-$880M
3
UBS Group
UBS Group
Switzerland
-$458M
4
ZP
Zimmer Partners
New York
-$394M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$328M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
1001
Washington Trust
Rhode Island
$778K -$8.2M -48,059 -91%
MG
1002
Mather Group
Illinois
$778K +$294K +1,721 +61%
SAI
1003
Savvy Advisors Inc
New York
$776K +$360K +2,112 +87%
JSW
1004
Journey Strategic Wealth
New Jersey
$776K -$241K -1,411 -24%
SAM
1005
S.A. Mason
Michigan
$775K – – –
CSC
1006
Caldwell Sutter Capital
California
$775K -$42K -246 -5%
PWPS
1007
Pinnacle Wealth Planning Services
Ohio
$773K +$15.3K +90 +2%
EWA
1008
Exencial Wealth Advisors
Oklahoma
$772K +$17.2K +101 +2%
ZBNA
1009
Zions Bancorporation, National Association
Utah
$767K +$767K +4,498 New
Connor, Clark & Lunn Investment Management (CC&L)
1010
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$767K -$46.9M -274,740 -98%
SFP
1011
Sandbox Financial Partners
Maryland
$766K -$59.7K -350 -7%
GWANC
1012
Guardian Wealth Advisors (North Carolina)
North Carolina
$765K +$6.99K +41 +0.9%
FC
1013
Fusion Capital
South Carolina
$765K +$59.7K +350 +8%
NHC
1014
Nicholas Hoffman & Company
Georgia
$764K +$532K +3,120 +230%
WPP
1015
Whalerock Point Partners
Rhode Island
$760K -$34.1K -200 -4%
PIA
1016
Perennial Investment Advisors
California
$759K +$350K +2,051 +85%
DCM
1017
Driehaus Capital Management
Illinois
$755K +$124K +727 +20%
CST
1018
Charles Schwab Trust
Nevada
$754K +$81.5K +478 +12%
JWA
1019
JFS Wealth Advisors
Pennsylvania
$752K +$49.8K +292 +7%
EA
1020
Everpar Advisors
Oklahoma
$749K -$30.7K -180 -4%
PSCM
1021
Per Stirling Capital Management
Texas
$749K +$133K +781 +22%
IWA
1022
Icon Wealth Advisors
Texas
$749K +$105K +618 +16%
FCM
1023
Fairbanks Capital Management
California
$746K -$469K -2,750 -39%
DAM
1024
Diamant Asset Management
Connecticut
$746K – – –
GAM
1025
Groupama Asset Management
France
$743K +$743K +4,288 New
39 40
41
42 43