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Booz Allen Hamilton

553 hedge funds and large institutions have $8.96B invested in Booz Allen Hamilton in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 244 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.96% less ownership

Funds ownership: 101.09%95.13% (-6%)

12% less funds holding

Funds holding: 628553 (-75)

13% less capital invested

Capital invested by funds: $10.4B → $8.96B (-$1.4B)

25% less call options, than puts

Call options by funds: $41.6M | Put options by funds: $55.4M

34% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 244

44% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 144

Holders
553
Holders Change
-75
Holders Change %
-11.94%
% of All Funds
6.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
81
Increased
160
Reduced
244
Closed
144
Calls
$41.6M
Puts
$55.4M
Net Calls
-$13.8M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
Smartleaf Asset Management
Massachusetts
$13.4K -$104K -1,228 -88%
SS
452
Sunbelt Securities
Texas
$13.2K +$1.6K +19 +13%
IPS
453
Investors Portfolio Services
Washington
$13K +$1.94K +23 +16%
CFO
454
CVA Family Office
Colorado
$12.7K +$8.26K +98 +151%
PFBT
455
Parkside Financial Bank & Trust
Missouri
$12.2K +$4.97K +59 +61%
PP
456
PFS Partners
New Jersey
$12.2K +$84 +1 +0.6%
WA
457
WPG Advisers
Maryland
$11.2K -$6.24K -74 -34%
TCM
458
Tradewinds Capital Management
Washington
$10.1K
ST
459
Smithfield Trust
Pennsylvania
$10K
QL
460
Quarry LP
New York
$9.6K -$33.9K -402 -77%
TWD
461
True Wealth Design
Ohio
$9.6K +$3.37K +40 +48%
CPG
462
Cornerstone Planning Group
New Jersey
$9.3K -$927 -11 -8%
TPCW
463
TD Private Client Wealth
New York
$8.89K +$4.21K +50 +78%
MA
464
MCF Advisors
Kentucky
$8.66K
FDW
465
Fourth Dimension Wealth
Ohio
$8.27K
IRC
466
Investors Research Corp
Georgia
$8.27K +$4.64K +55 +108%
NECFA
467
New England Capital Financial Advisors
Connecticut
$8.12K
JWA
468
JFS Wealth Advisors
Pennsylvania
$8.04K -$2.95K -35 -25%
MCM
469
Manchester Capital Management
Vermont
$8.04K +$2.36K +28 +37%
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
$7.88K -$11.7K -139 -58%
PWA
471
Physician Wealth Advisors
Utah
$7.8K +$7.76K +92 +1,150%
SC
472
SouthState Corp
Florida
$7.65K -$590 -7 -7%
FHC
473
First Horizon Corporation
Tennessee
$7.18K -$7.92K -94 -51%
PWAM
474
Private Wealth Asset Management
Iowa
$6.09K -$84 -1 -1%
MWA
475
Medallion Wealth Advisors
Connecticut
$5.85K

BAH Hedge Fund Activity: Q1 2026 in Review

553 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q1 2026, worth a combined $8.96B — down 13% from $10.4B a quarter earlier.

Sellers outnumbered buyers: 144 funds closed out of BAH and 81 opened new positions — a net loss of 63 holders — while 244 trimmed existing stakes and 160 added.

The largest buyer was Charles Schwab, adding an estimated $232M. The largest seller was First Trust Advisors, cutting an estimated $185M.

  • 553 institutional investors held Booz Allen Hamilton (BAH) as of Q1 2026, down from 628 in Q4 2025.
  • Funds reported $8.96B of Booz Allen Hamilton stock for Q1 2026, down 13% quarter-over-quarter.
  • 81 funds opened new Booz Allen Hamilton positions in Q1 2026 and 144 closed out, a net change of -63 holders.
  • The largest Booz Allen Hamilton buyer in Q1 2026 was Charles Schwab, an estimated $232M added.
  • The largest Booz Allen Hamilton seller in Q1 2026 was First Trust Advisors, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2026.