We are live on ! Find out more
BAH icon

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
EC
501
Elequin Capital
New York
$3.04K +$3.29K +39 New
BIA
502
Bell Investment Advisors
California
$2.97K -$1.85K -22 -37%
PWMG
503
Private Wealth Management Group
New Jersey
$2.89K -$84 -1 -3%
PWPS
504
Pinnacle Wealth Planning Services
Ohio
$2.73K -$169 -2 -5%
SWM
505
Spire Wealth Management
Virginia
$2.61K +$1.18K +14 +74%
WA
506
Whipplewood Advisors
Colorado
$2.5K +$1.77K +21 +191%
TM
507
Torren Management
California
$2.42K -$23.8K -282 -90%
JWM
508
JPL Wealth Management
Colorado
$2.26K +$2.44K +29 New
SWP
509
Strategic Wealth Partners
Ohio
$2.26K
PSB
510
Piscataqua Savings Bank
New Hampshire
$2.11K
CFD
511
Creative Financial Designs
Indiana
$2.03K -$81K -961 -97%
CSPIA
512
Cary Street Partners Investment Advisory
Virginia
$1.95K -$123K -1,461 -98%
HI
513
Horizon Investments
North Carolina
$1.87K +$2.02K +24 New
KA
514
Kozak & Associates
Colorado
$1.78K
CH
515
Cromwell Holdings
Wyoming
$1.64K +$1.77K +21 New
NB
516
NBT Bank
New York
$1.48K +$1.6K +19 New
PTC
517
Private Trust Company
Ohio
$1.41K -$13.2K -156 -90%
PWMG
518
Prestige Wealth Management Group
New Jersey
$1.41K +$674 +8 +80%
HWA
519
Heritage Wealth Advisors
Virginia
$1.41K +$1.52K +18 New
RF
520
Rossby Financial
Florida
$1.37K
EWP
521
Elevation Wealth Partners
California
$1.33K -$8.35K -99 -85%
BGAI
522
Bruce G. Allen Investments
Colorado
$1.33K -$1.01K -12 -41%
BBHC
523
Brown Brothers Harriman & Co
New York
$1.33K -$84 -1 -6%
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$1.33K +$422 +5 +42%
EA
525
Evergreen Advisors
Tennessee
$1.24K +$1.35K +16 New

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.