2,215 hedge funds and large institutions have $77.8B invested in Boeing in 2023 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 800 increasing their positions, 860 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,215
Holders Change
+37
Holders Change %
+1.7%
% of All Funds
34.93%
Holding in Top 10
52
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20%
% of All Funds
0.82%
New
160
Increased
800
Reduced
860
Closed
105
Calls
$4.73B
Puts
$6.12B
Net Calls
-$1.39B
Net Calls Change
+$72.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
2001
HBC Financial Services
Washington
$151K
HIIFS
2002
Harel Insurance Investments & Financial Services
Israel
$148K -$183K -867 -55%
OCM
2003
Osterweis Capital Management
California
$148K +$148K +700 New
CP
2004
Castleview Partners
Texas
$145K +$38K +180 +36%
ODG
2005
O'Dell Group
Ohio
$141K +$141K +668 New
CFD
2006
Creative Financial Designs
Indiana
$141K -$28.7K -136 -17%
CWA
2007
Clearview Wealth Advisors
Oregon
$141K
BSB
2008
Bangor Savings Bank
Maine
$140K
BDS
2009
Banco de Sabadell
Florida
$140K -$5.08K -24 -3%
GWMIA
2010
Global Wealth Management Investment Advisory
Florida
$140K +$140K +663 New
CCM
2011
Chilton Capital Management
Texas
$137K +$3.38K +16 +3%
FPF
2012
First Pacific Financial
Washington
$137K +$137K +649 New
CMA
2013
Cedar Mountain Advisors
Oregon
$137K
CCMW
2014
Cypress Capital Management (Wyoming)
Wyoming
$136K
SWM
2015
Sanctuary Wealth Management
Idaho
$133K +$133K +632 New
EBA
2016
Eagle Bay Advisors
New York
$133K -$11.4K -54 -8%
BWP
2017
Baldwin Wealth Partners
Massachusetts
$133K
HS
2018
Horan Securities
United States
$133K +$36.1K +171 +37%
PGAM
2019
Princeton Global Asset Management
New Jersey
$132K
SFCL
2020
Strengthening Families & Communities LLC
Massachusetts
$131K +$131K +620 New
FIA
2021
FNY Investment Advisers
New York
$131K +$131K +622 New
FWM
2022
Focused Wealth Management
New York
$129K -$4.01K -19 -3%
AWM
2023
Avondale Wealth Management
Texas
$127K
GBT
2024
Grove Bank & Trust
Florida
$123K -$13.7K -65 -10%
CBT
2025
CoreFirst Bank & Trust
Kansas
$123K -$39.1K -185 -24%