We are live on ! Find out more
BAH icon

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
Members Trust
426
Members Trust
Florida
$556K +$155 +1 +0%
AWS
427
Atria Wealth Solutions
New York
$548K -$500K -3,222 -43%
WAG
428
Wallace Advisory Group
California
$548K +$271K +1,744 +108%
VAS
429
Vestmark Advisory Solutions
Massachusetts
$546K -$10.4K -67 -2%
Schroder Investment Management Group
430
Schroder Investment Management Group
United Kingdom
$546K +$225K +1,449 +52%
Aberdeen Group
431
Aberdeen Group
United Kingdom
$546K +$660K +4,250 New
EC
432
EntryPoint Capital
New York
$543K +$655K +4,220 New
BAM
433
Belpointe Asset Management
Nevada
$541K -$2.33K -15 -0.4%
PA
434
Procyon Advisors
Connecticut
$537K -$7.14K -46 -1%
TMAM
435
Tokio Marine Asset Management
Japan
$535K +$12.7K +82 +2%
CB
436
Commerce Bank
Missouri
$531K -$2.75M -17,712 -81%
QWM
437
Quadcap Wealth Management
Texas
$529K -$92.7K -597 -13%
PAG
438
Private Advisor Group
New Jersey
$528K -$459K -2,953 -42%
MC
439
Machina Capital
France
$515K +$110K +708 +22%
SOADOR
440
State of Alaska Department of Revenue
Alaska
$514K +$279K +1,795 +81%
AF
441
Allworth Financial
California
$507K +$309K +1,989 +128%
BC
442
Burney Company
Virginia
$507K
QCM
443
QRG Capital Management
Illinois
$504K +$64.9K +418 +12%
CG
444
Caprock Group
Idaho
$502K +$606K +3,901 New
FDCDDQ
445
Federation des caisses Desjardins du Quebec
Quebec, Canada
$502K -$4.41M -28,383 -88%
HAG
446
HighPoint Advisor Group
Illinois
$497K -$14.1K -91 -2%
VWM
447
Valley Wealth Managers
New Jersey
$488K +$57.9K +373 +11%
AC
448
Allstate Corporation
Illinois
$480K +$579K +3,726 New
Northwestern Mutual Wealth Management
449
Northwestern Mutual Wealth Management
Wisconsin
$479K +$370K +2,380 +178%
SAM
450
Sequent Asset Management
Texas
$479K -$5.59K -36 -1%

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.