BAH icon

Booz Allen Hamilton

629 hedge funds and large institutions have $15.9B invested in Booz Allen Hamilton in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 189 increasing their positions, 274 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+2
Holders Change %
+0.32%
% of All Funds
9.22%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
87
Increased
189
Reduced
274
Closed
77
Calls
$33.4M
Puts
$9.73M
Net Calls
+$23.7M
Net Calls Change
+$25.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
401
Prospera Financial Services
Texas
$455K -$478K -3,739 -51%
BTWM
402
Baker Tilly Wealth Management
Wisconsin
$447K -$11.6K -91 -3%
RC
403
Randolph Company
Ohio
$446K -$12.7K -99 -3%
GWANC
404
Guardian Wealth Advisors (North Carolina)
North Carolina
$446K
EIP
405
Epoch Investment Partners
New York
$442K -$55.9K -437 -11%
TFS
406
Thoroughbred Financial Services
Tennessee
$439K -$5.75K -45 -1%
KPWS
407
Kestra Private Wealth Services
Texas
$431K +$431K +3,373 New
CWA
408
Carolina Wealth Advisors
South Carolina
$413K +$384 +3 +0.1%
IWM
409
IHT Wealth Management
Illinois
$411K +$6.78K +53 +2%
MGIA
410
Moneta Group Investment Advisors
Missouri
$410K +$97.5K +762 +31%
BEI
411
Benjamin Edwards Inc
Missouri
$404K -$179K -1,399 -31%
FEM
412
Fulcrum Equity Management
Texas
$391K -$5.88K -46 -1%
CCA
413
Cadent Capital Advisors
Oklahoma
$389K +$128 +1 +0%
IMCOOI
414
Investment Management Corp of Ontario (IMCO)
Canada
$389K +$389K +3,040 New
DCM
415
Dudley Capital Management
Virginia
$386K
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$385K +$65K +508 +20%
DPAM
417
Degroof Petercam Asset Management
Belgium
$384K +$384K +3,000 New
EFSCE
418
Enterprise Financial Services Corp (EFSC)
Missouri
$382K +$895 +7 +0.2%
PWG
419
Portside Wealth Group
Utah
$381K -$46.6K -364 -11%
QCM
420
Quantinno Capital Management
New York
$379K +$379K +2,965 New
UC
421
Unio Capital
New Jersey
$378K
CT
422
Colonial Trust
South Carolina
$376K
AC
423
Avestar Capital
New York
$376K -$48.1K -376 -11%
PAG
424
Private Advisor Group
New Jersey
$374K +$374K +2,922 New
SG Americas Securities
425
SG Americas Securities
New York
$373K -$927K -7,240 -71%