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Booz Allen Hamilton

696 hedge funds and large institutions have $18.9B invested in Booz Allen Hamilton in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 254 increasing their positions, 266 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $13.4M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5% more capital invested

Capital invested by funds: $17.9B → $18.9B (+$947M)

0.26% less ownership

Funds ownership: 90.01%89.75% (-0.26%)

5% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 266

4% less funds holding

Funds holding: 728696 (-32)

28% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 90

Holders
696
Holders Change
-32
Holders Change %
-4.4%
% of All Funds
9.99%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
65
Increased
254
Reduced
266
Closed
90
Calls
$16.1M
Puts
$13.4M
Net Calls
+$2.75M
Net Calls Change
-$7.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$596K -$10.9K -71 -2%
ST
402
Somerset Trust
Pennsylvania
$582K -$4.9K -32 -0.9%
MG
403
Mather Group
Illinois
$575K -$256K -1,675 -32%
QEI
404
QSV Equity Investors
Illinois
$571K
QCM
405
QRG Capital Management
Illinois
$569K +$59.3K +387 +12%
IC
406
IEQ Capital
California
$565K -$17K -111 -3%
GWANC
407
Guardian Wealth Advisors (North Carolina)
North Carolina
$565K
EIP
408
Epoch Investment Partners
New York
$562K
BAM
409
Belpointe Asset Management
Nevada
$556K -$30.9K -202 -6%
VWM
410
Valley Wealth Managers
New Jersey
$556K +$52.2K +341 +11%
HHGC
411
Hunting Hill Global Capital
New York
$554K
MGIA
412
Moneta Group Investment Advisors
Missouri
$553K -$119K -779 -19%
PCS
413
Personal CFO Solutions
New Jersey
$547K -$8.27K -54 -2%
MC
414
Machina Capital
France
$536K -$51.5K -336 -9%
FFA
415
Fortune Financial Advisors
Kansas
$531K -$190K -1,238 -28%
CA
416
Clearstead Advisors
Ohio
$529K +$33.5K +219 +7%
IWM
417
IHT Wealth Management
Illinois
$523K +$41K +268 +9%
Canada Pension Plan Investment Board
418
Canada Pension Plan Investment Board
Ontario, Canada
$521K +$184K +1,200 +60%
PWG
419
Portside Wealth Group
Utah
$520K +$36.4K +238 +8%
Allspring Global Investments
420
Allspring Global Investments
North Carolina
$517K -$11.2M -73,041 -96%
NS
421
NBC Securities
Alabama
$512K -$862K -5,628 -64%
AFCM
422
Applied Finance Capital Management
Puerto Rico
$510K -$67.1K -438 -12%
UM
423
UniSuper Management
Australia
$505K
PP
424
Prudential plc
United Kingdom
$504K -$18.4K -120 -4%
CCA
425
Cadent Capital Advisors
Oklahoma
$495K +$153 +1 +0%

BAH Hedge Fund Activity: Q3 2024 in Review

696 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2024, worth a combined $18.9B — up 5.3% from $17.9B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of BAH and 65 opened new positions — a net loss of 25 holders — while 266 trimmed existing stakes and 254 added.

The largest buyer was Acadian Asset Management, adding an estimated $52.9M. The largest seller was APG Asset Management, cutting an estimated $107M.

  • 696 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2024, down from 728 in Q2 2024.
  • Funds reported $18.9B of Booz Allen Hamilton stock for Q3 2024, up 5.3% quarter-over-quarter.
  • 65 funds opened new Booz Allen Hamilton positions in Q3 2024 and 90 closed out, a net change of -25 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2024 was Acadian Asset Management, an estimated $52.9M added.
  • The largest Booz Allen Hamilton seller in Q3 2024 was APG Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2024.