2,178 hedge funds and large institutions have $77.3B invested in Boeing in 2023 Q1 according to their latest regulatory filings, with 217 funds opening new positions, 743 increasing their positions, 867 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,178
Holders Change
+56
Holders Change %
+2.64%
% of All Funds
34.86%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
1.04%
New
217
Increased
743
Reduced
867
Closed
115
Calls
$4.86B
Puts
$6.33B
Net Calls
-$1.47B
Net Calls Change
-$796M
Name Holding Trade Value Shares
Change
Shares
Change %
MLA
2001
MB, Levis & Associates
Pennsylvania
$100K
IAS
2002
IMA Advisory Services
Colorado
$99.2K -$155K -728 -61%
PCFFS
2003
Pacific Center for Financial Services
California
$98.6K +$98.6K +464 New
Commonwealth Equity Services
2004
Commonwealth Equity Services
Massachusetts
$97.4K +$1.19K +5,579 +1%
HS
2005
Horan Securities
United States
$97.1K +$20.4K +96 +27%
FMTCOCP
2006
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K
WFA
2007
West Financial Advisors
Iowa
$92K
WAS
2008
Winch Advisory Services
Wisconsin
$91K +$10K +47 +12%
TCWA
2009
Ten Capital Wealth Advisors
Washington
$90.5K +$31.4K +148 +53%
BG
2010
Bollard Group
Massachusetts
$90K
MAWCM
2011
Mine & Arao Wealth Creation & Management
California
$88.2K
OA
2012
Operose Advisors
Wisconsin
$87.9K -$10.6K -50 -11%
MSFP
2013
Mark Sheptoff Financial Planning
Connecticut
$86.9K
RFA
2014
Resurgent Financial Advisors
Georgia
$86.9K -$45.7K -215 -34%
GWSA
2015
Global Wealth Strategies & Associates
Colorado
$86.7K -$14.9K -70 -15%
BWM
2016
Baystate Wealth Management
Massachusetts
$85.9K +$638 +3 +0.7%
PB
2017
Pinnacle Bancorp
Nebraska
$85.4K -$21.2K -100 -20%
SA
2018
SRH Advisors
Kansas
$85K
HCM
2019
Hollencrest Capital Management
California
$84.2K +$5.74K +27 +7%
VWM
2020
Valley Wealth Managers
New Jersey
$82.4K -$83.3K -392 -50%
MFT
2021
Moisand Fitzgerald Tamayo
Florida
$80.9K -$1.06K -5 -1%
DWMG
2022
DB Wealth Management Group
California
$80.7K +$53.1K +250 +192%
KFS
2023
Kelly Financial Services
Massachusetts
$80.6K
CWP
2024
Concord Wealth Partners
Virginia
$79.7K
JFG
2025
JDM Financial Group
Texas
$78.6K