2,180 hedge funds and large institutions have $72.2B invested in Boeing in 2023 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 830 increasing their positions, 820 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,180
Holders Change
-35
Holders Change %
-1.58%
% of All Funds
34.76%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.72%
New
152
Increased
830
Reduced
820
Closed
156
Calls
$4.45B
Puts
$5.62B
Net Calls
-$1.17B
Net Calls Change
+$224M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
2001
Sugarloaf Wealth Management
Georgia
$103K
LCM
2002
Logan Capital Management
Pennsylvania
$102K
ACM
2003
Antonetti Capital Management
Florida
$101K -$383 -2 -0.4%
GKIM
2004
GW&K Investment Management
Massachusetts
$99K +$62.8K +326 +173%
TFGT
2005
TS Financial Group (TSFG)
Illinois
$96K
DWA
2006
Dougherty Wealth Advisers
Minnesota
$95.6K
FGA
2007
Fortis Group Advisors
New Jersey
$95.3K +$95.3K +497 New
FAM
2008
Flaharty Asset Management
Florida
$93.7K +$93.7K +489 New
PAM
2009
Paradigm Asset Management
New York
$92K
RFG
2010
RFP Financial Group
Georgia
$91K -$10.4K -54 -10%
GBT
2011
Grove Bank & Trust
Florida
$90.1K -$21.5K -112 -19%
FMTCOCP
2012
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$90K
PCFFS
2013
Pacific Center for Financial Services
California
$89.9K +$958 +5 +1%
CP
2014
Castleview Partners
Texas
$88.2K -$43.1K -225 -33%
CT
2015
Colonial Trust
South Carolina
$88.2K +$8.24K +43 +10%
MSFP
2016
Mark Sheptoff Financial Planning
Connecticut
$86.9K
WFA
2017
West Financial Advisors
Iowa
$86.8K
CWC
2018
Carolinas Wealth Consulting
North Carolina
$86.3K +$21.9K +117 +34%
TCPG
2019
Trivant Custom Portfolio Group
California
$86.3K
WAM
2020
WFA Asset Management
Wisconsin
$86.2K -$78K -407 -47%
CMA
2021
Cedar Mountain Advisors
Oregon
$85.9K -$38.4K -200 -31%
TAM
2022
Tucker Asset Management
Colorado
$84.1K +$1.73K +9 +2%
SFCL
2023
Strengthening Families & Communities LLC
Massachusetts
$81K -$38K -198 -32%
GWSA
2024
Global Wealth Strategies & Associates
Colorado
$80.3K +$2.11K +11 +3%
HB
2025
Horizon Bancorp
Indiana
$80K -$8.46K -44 -10%