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Booz Allen Hamilton

742 hedge funds and large institutions have $15.3B invested in Booz Allen Hamilton in 2024 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 266 increasing their positions, 245 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 86

7% more funds holding

Funds holding: 696742 (+46)

3.28% more ownership

Funds ownership: 89.75%93.03% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 245

15% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $83.9M

19% less capital invested

Capital invested by funds: $18.9B → $15.3B (-$3.58B)

62% less funds holding in top 10

Funds holding in top 10: 135 (-8)

Holders
742
Holders Change
+46
Holders Change %
+6.61%
% of All Funds
9.77%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.07%
New
152
Increased
266
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
Change in
Stake
KWM
351
Kingsview Wealth Management
Oregon
$1.04M -$4.97K -32 -0.4%
DT
352
Diversified Trust
Tennessee
$1.01M +$399K +2,566 +48%
ET
353
Equitable Trust
Tennessee
$1.01M +$271K +1,742 +29%
TPWM
354
Twelve Points Wealth Management
Massachusetts
$1.01M +$134K +862 +12%
MIM
355
MetLife Investment Management
New Jersey
$1M -$46.6K -300 -4%
NW
356
NewEdge Wealth
Pennsylvania
$996K +$53.6K +345 +5%
AAS
357
Avantax Advisory Services
Texas
$995K -$185K -1,192 -13%
Creative Planning
358
Creative Planning
Kansas
$982K +$22.8K +147 +2%
Pathstone Holdings
359
Pathstone Holdings
New Jersey
$975K +$39.5K +254 +3%
VI
360
Versor Investments
New York
$933K +$1.13M +7,246 New
NG
361
Norden Group
Utah
$928K +$2.8K +18 +0.3%
PTC
362
Petrus Trust Company
Texas
$926K +$1.12M +7,193 New
LCM
363
Landscape Capital Management
New Jersey
$912K +$1.1M +7,085 New
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$907K +$526K +3,389 +93%
GC
365
Guggenheim Capital
Illinois
$895K -$224K -1,445 -17%
HT
366
Headlands Technologies
Illinois
$889K +$1.07M +6,911 New
TPM
367
Triasima Portfolio Management
Quebec, Canada
$882K +$1.06M +6,856 New
FB
368
Fulton Bank
Pennsylvania
$877K +$164K +1,056 +18%
SPA
369
Sherbrooke Park Advisers
New York
$877K +$1.06M +6,816 New
GWM
370
Geneos Wealth Management
Colorado
$877K +$40.7K +262 +4%
CW
371
CreativeOne Wealth
Kansas
$874K -$149K -959 -12%
IAA
372
Independent Advisor Alliance
North Carolina
$870K +$30.8K +198 +3%
MSRPS
373
Maryland State Retirement & Pension System
Maryland
$866K -$90.5K -583 -8%
OIA
374
OneDigital Investment Advisors
Kansas
$854K
BO
375
Bank OZK
Arkansas
$850K -$16.6K -107 -2%

BAH Hedge Fund Activity: Q4 2024 in Review

742 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2024, worth a combined $15.3B — down 19% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new BAH positions and 86 closed out — a net gain of 66 holders — while 266 added to existing stakes and 245 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $176M. The largest seller was AGF Management, cutting an estimated $275M.

  • 742 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2024, up from 696 in Q3 2024.
  • Funds reported $15.3B of Booz Allen Hamilton stock for Q4 2024, down 19% quarter-over-quarter.
  • 152 funds opened new Booz Allen Hamilton positions in Q4 2024 and 86 closed out, a net change of +66 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2024 was Janus Henderson Group, an estimated $176M added.
  • The largest Booz Allen Hamilton seller in Q4 2024 was AGF Management, an estimated $275M sold.

Based on aggregated 13F filings for Q4 2024.