1,938 hedge funds and large institutions have $62.4B invested in Boeing in 2024 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 598 increasing their positions, 913 reducing their positions, and 235 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,938
Holders Change
-117
Holders Change %
-5.69%
% of All Funds
28.03%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
144
Increased
598
Reduced
913
Closed
235
Calls
$4.75B
Puts
$6.4B
Net Calls
-$1.66B
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Shares
Change %
CCG
2001
Cypress Capital Group
Florida
-$489K -2,687 Closed
AFC
2002
AFT Forsyth & Company
Florida
-$467K -2,565 Closed
AWM
2003
Avaii Wealth Management
Wisconsin
-$428K -2,349 Closed
PWA
2004
PCG Wealth Advisors
Kansas
-$415K -2,280 Closed
PFM
2005
Peak Financial Management
Massachusetts
-$412K -2,265 Closed
BC
2006
Belmont Capital
California
-$396K -2,177 Closed
SC
2007
Sapient Capital
Indiana
-$395K -2,169 Closed
WGCA
2008
Wolf Group Capital Advisors
Virginia
-$394K -2,163 Closed
GCIA
2009
Gabelli & Co Investment Advisers
New York
-$349K -1,920 Closed
FCP
2010
Fidelis Capital Partners
Florida
-$313K -1,917 Closed
PSF
2011
Pacific Sun Financial
California
-$348K -1,913 Closed
W
2012
Wealthquest
Ohio
-$342K -1,881 Closed
1IA
2013
1834 Investment Advisors
Wisconsin
-$334K -1,836 Closed
BFWA
2014
Benchmark Financial Wealth Advisors
Florida
-$321K -1,764 Closed
IWA
2015
IVC Wealth Advisors
Pennsylvania
-$316K -1,738 Closed
WMP
2016
Wealth Management Partners
Arizona
-$309K -1,695 Closed
FFS
2017
Founders Financial Securities
Maryland
-$306K -1,680 Closed
NWM
2018
Northwest Wealth Management
Iowa
-$305K -1,675 Closed
KCM
2019
KRS Capital Management
Michigan
-$303K -1,667 Closed
GWM
2020
Gray Wealth Management
Maine
-$299K -1,641 Closed
MAM
2021
MWA Asset Management
Massachusetts
-$297K -1,632 Closed
PWM
2022
Prosperity Wealth Management
California
-$295K -1,622 Closed
WC
2023
Waterloo Capital
Texas
-$293K -1,610 Closed
MWA
2024
Midland Wealth Advisors
Illinois
-$289K -1,588 Closed
ISWM
2025
Independent Solutions Wealth Management
New York
-$286K -1,570 Closed