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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
CAM
26
Close Asset Management
United Kingdom
$99.3M +$4.34M +36,008 +4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$98.6M +$627K +5,202 +0.6%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$98.2M +$4.25M +35,219 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$92.2M +$42.9M +355,865 +68%
Amundi
30
Amundi
France
$89.1M +$39.1M +324,768 +69%
SCM
31
Sterling Capital Management
North Carolina
$87.6M +$27.4M +227,252 +37%
BG
32
Bahl & Gaynor
Ohio
$87.3M +$4.65M +38,561 +5%
EDRH
33
Edmond de Rothschild Holding
Switzerland
$86.7M +$33.9M +281,131 +51%
Citadel Advisors
34
Citadel Advisors
Florida
$85.6M +$30.2M +250,411 +44%
Charles Schwab
35
Charles Schwab
California
$84.7M +$651K +5,403 +0.7%
Lazard Asset Management
36
Lazard Asset Management
New York
$81.7M +$766K +6,359 +0.8%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$81M +$93.3M +774,273 New
ACM
38
Argent Capital Management
Missouri
$80.1M +$4.83M +40,075 +6%
Macquarie Group
39
Macquarie Group
Australia
$79.5M +$1.9M +15,787 +2%
UBS AM
40
UBS AM
Illinois
$78.7M -$7.82M -64,888 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
41
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$78.5M +$3.2M +26,524 +4%
CAM
42
Congress Asset Management
Massachusetts
$77.9M -$11.3M -94,035 -11%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$77.9M +$89.4M +742,000 +23,935%
Invesco
44
Invesco
Georgia
$77.5M -$7.18M -59,562 -7%
WorldQuant Millennium Advisors
45
WorldQuant Millennium Advisors
New York
$76.4M +$49M +406,624 +126%
Northern Trust
46
Northern Trust
Illinois
$74.2M +$370K +3,072 +0.4%
Goldman Sachs
47
Goldman Sachs
New York
$71.6M -$41.7M -346,126 -34%
DOA
48
D'Orazio & Associates
Virginia
$69.2M -$8.33M -69,134 -9%
RG
49
Rathbones Group
United Kingdom
$63.3M +$7.04M +58,421 +11%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$62M -$6.21M -51,503 -8%

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.