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Booz Allen Hamilton

727 hedge funds and large institutions have $12.7B invested in Booz Allen Hamilton in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 253 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 253

2.66% more ownership

Funds ownership: 93.03%95.68% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 116

2% less funds holding

Funds holding: 742727 (-15)

17% less capital invested

Capital invested by funds: $15.3B → $12.7B (-$2.64B)

36% less call options, than puts

Call options by funds: $72.8M | Put options by funds: $113M

Holders
727
Holders Change
-15
Holders Change %
-2.02%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
109
Increased
287
Reduced
253
Closed
116
Calls
$72.8M
Puts
$113M
Net Calls
-$40.2M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
426
Valley Wealth Managers
New Jersey
$513K +$134K +1,114 +29%
AAP
427
Arax Advisory Partners
Colorado
$510K +$558K +4,633 +1,938%
WAG
428
Wallace Advisory Group
California
$491K +$54.1K +449 +13%
OAC
429
OMERS Administration Corp
Ontario, Canada
$488K -$91.5K -759 -14%
BFM
430
Boothbay Fund Management
New York
$485K +$281K +2,333 +101%
AAS
431
Avantax Advisory Services
Texas
$478K -$381K -3,157 -41%
IB
432
Intrust Bank
Kansas
$475K +$13.6K +113 +3%
CIBC Private Wealth Group
433
CIBC Private Wealth Group
Georgia
$475K -$34K -282 -6%
SFI
434
SPC Financial Inc
Maryland
$475K +$547K +4,542 New
Bank of Nova Scotia
435
Bank of Nova Scotia
Ontario, Canada
$472K -$6.47M -53,702 -92%
DIM
436
Delta Investment Management
California
$471K +$4.34K +36 +0.8%
CG
437
Caprock Group
Idaho
$470K +$71.6K +594 +15%
ET
438
Equitable Trust
Tennessee
$465K -$408K -3,382 -43%
PAG
439
Private Advisor Group
New Jersey
$459K +$34.4K +285 +7%
AI
440
AdvisorShares Investments
Maryland
$456K +$512K +4,250 New
IPW
441
Impact Partnership Wealth
Georgia
$453K +$522K +4,333 New
P
442
&Partners
Tennessee
$452K -$17.7K -147 -3%
CAU
443
Caxton Associates (UK)
$451K +$520K +4,312 New
CI Investments Inc
444
CI Investments Inc
Ontario, Canada
$447K -$5.19M -43,043 -91%
QCM
445
QRG Capital Management
Illinois
$445K +$41.3K +343 +9%
PCM
446
Polymer Capital Management
New York
$440K +$507K +4,206 New
OQS
447
Occudo Quantitative Strategies
Florida
$437K +$501K +4,155 New
MM
448
MQS Management
New York
$436K +$502K +4,165 New
TMAM
449
Tokio Marine Asset Management
Japan
$435K
KAS
450
KPP Advisory Services
Kentucky
$434K +$191K +1,583 +62%

BAH Hedge Fund Activity: Q1 2025 in Review

727 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q1 2025, worth a combined $12.7B — down 17% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of BAH and 109 opened new positions — a net loss of 7 holders — while 253 trimmed existing stakes and 287 added.

The largest buyer was Wellington Management Group, adding an estimated $150M. The largest seller was Ameriprise, cutting an estimated $491M.

  • 727 institutional investors held Booz Allen Hamilton (BAH) as of Q1 2025, down from 742 in Q4 2024.
  • Funds reported $12.7B of Booz Allen Hamilton stock for Q1 2025, down 17% quarter-over-quarter.
  • 109 funds opened new Booz Allen Hamilton positions in Q1 2025 and 116 closed out, a net change of -7 holders.
  • The largest Booz Allen Hamilton buyer in Q1 2025 was Wellington Management Group, an estimated $150M added.
  • The largest Booz Allen Hamilton seller in Q1 2025 was Ameriprise, an estimated $491M sold.

Based on aggregated 13F filings for Q1 2025.