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Booz Allen Hamilton

732 hedge funds and large institutions have $15.3B invested in Booz Allen Hamilton in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 261 increasing their positions, 245 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+42
Holders Change %
+6.09%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.07%
New
148
Increased
261
Reduced
245
Closed
86
Calls
$71.2M
Puts
$83.9M
Net Calls
-$12.7M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TPWM
351
Twelve Points Wealth Management
Massachusetts
$1.01M +$111K +862 +12%
MIM
352
MetLife Investment Management
New Jersey
$1M -$38.6K -300 -4%
NW
353
NewEdge Wealth
Pennsylvania
$996K +$44.4K +345 +5%
AAS
354
Avantax Advisory Services
Texas
$995K -$153K -1,192 -13%
Creative Planning
355
Creative Planning
Kansas
$982K +$18.9K +147 +2%
Pathstone Holdings
356
Pathstone Holdings
New Jersey
$975K +$32.7K +254 +3%
VI
357
Versor Investments
New York
$933K +$933K +7,246 New
NG
358
Norden Group
Utah
$928K +$2.32K +18 +0.3%
PTC
359
Petrus Trust Company
Texas
$926K +$926K +7,193 New
LCM
360
Landscape Capital Management
New Jersey
$912K +$912K +7,085 New
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$907K +$436K +3,389 +93%
GC
362
Guggenheim Capital
Illinois
$895K -$186K -1,445 -17%
HT
363
Headlands Technologies
Illinois
$889K +$889K +6,911 New
TPM
364
Triasima Portfolio Management
Quebec, Canada
$882K +$882K +6,856 New
FB
365
Fulton Bank
Pennsylvania
$877K +$136K +1,056 +18%
SPA
366
Sherbrooke Park Advisers
New York
$877K +$877K +6,816 New
GWM
367
Geneos Wealth Management
Colorado
$877K +$33.7K +262 +4%
CW
368
CreativeOne Wealth
Kansas
$874K -$123K -959 -12%
IAA
369
Independent Advisor Alliance
North Carolina
$870K +$25.5K +198 +3%
MSRPS
370
Maryland State Retirement & Pension System
Maryland
$866K -$75K -583 -8%
OIA
371
OneDigital Investment Advisors
Kansas
$854K
BO
372
Bank OZK
Arkansas
$850K -$13.8K -107 -2%
PA
373
PharVision Advisers
Florida
$832K +$832K +6,467 New
FM
374
Foster & Motley
Ohio
$824K -$104K -809 -11%
Nisa Investment Advisors
375
Nisa Investment Advisors
Missouri
$824K +$772K +6,001 +1,500%