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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
AIM
476
Aigen Investment Management
New York
$364K +$420K +3,484 New
BAM
477
Belpointe Asset Management
Nevada
$361K +$6.15K +51 +1%
EIP
478
Epoch Investment Partners
New York
$361K
HHGC
479
Hunting Hill Global Capital
New York
$356K
ST
480
Somerset Trust
Pennsylvania
$356K -$12.1K -100 -3%
CCM
481
Coldstream Capital Management
Washington
$354K -$1.71M -14,214 -81%
QI
482
Qtron Investments
Massachusetts
$354K -$133K -1,100 -25%
LAM
483
Lewis Asset Management
California
$352K +$406K +3,367 New
BC
484
Bayforest Capital
United Kingdom
$347K -$42.9K -356 -10%
BS
485
Brighton Securities
New York
$346K +$44.5K +369 +13%
MGP
486
Metis Global Partners
California
$335K +$66.4K +551 +21%
CCA
487
Cadent Capital Advisors
Oklahoma
$334K +$18.2K +151 +5%
AFCM
488
Applied Finance Capital Management
Puerto Rico
$333K +$5.67K +47 +1%
TW
489
Trajan Wealth
Arizona
$332K +$180K +1,491 +89%
CT
490
Chicago Trust
Illinois
$329K +$151K +1,250 +66%
AA
491
ALPS Advisors
Colorado
$326K +$376K +3,120 New
CAM
492
Cresset Asset Management
Illinois
$321K -$265K -2,196 -42%
PWG
493
Portside Wealth Group
Utah
$320K +$1.21K +10 +0.3%
CG
494
Cynosure Group
Utah
$311K +$90.6K +752 +34%
GWANC
495
Guardian Wealth Advisors (North Carolina)
North Carolina
$309K +$10.6K +88 +3%
S
496
SignatureFD
Georgia
$308K +$145K +1,207 +69%
SCP
497
Sivia Capital Partners
California
$303K +$350K +2,901 New
AL
498
ADE LLC
Maryland
$302K -$335K -2,783 -49%
IWM
499
IHT Wealth Management
Illinois
$298K -$12.5K -104 -4%
MCM
500
Moore Capital Management
New York
$295K +$340K +2,824 New

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.