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Booz Allen Hamilton
BAH

Overview Fund Activity

692 hedge funds and large institutions have $12.3B invested in Booz Allen Hamilton in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 251 increasing their positions, 278 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
-23
Holders Change %
-3.22%
% of All Funds
9.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
92
Increased
251
Reduced
278
Closed
104
Calls
$106M
Puts
$275M
Net Calls
-$169M
Net Calls Change
-$129M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$239M
2
Primecap Management
Primecap Management
California
+$126M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$110M
4
Morgan Stanley
Morgan Stanley
New York
+$106M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$97.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$151M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$117M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$113M
4
Man Group
Man Group
United Kingdom
-$111M
5
Two Sigma Investments
Two Sigma Investments
New York
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
501
Kathmere Capital Management
Pennsylvania
$253K +$253K +2,431 New
LOAMU
502
Lombard Odier Asset Management (USA)
New York
$253K +$253K +2,427 New
YCM
503
Yousif Capital Management
Michigan
$251K +$2.08K +20 +0.8%
UB
504
UMB Bank
Missouri
$251K +$93K +893 +59%
LWAM
505
Legacy Wealth Asset Management
Minnesota
$250K +$833 +8 +0.3%
AWA
506
Arkadios Wealth Advisors
Georgia
$248K +$248K +2,384 New
AWAU
507
Alliance Wealth Advisors (Utah)
Utah
$248K -$5.94K -57 -2%
SQA
508
Simon Quick Advisors
New Jersey
$246K +$246K +2,365 New
CCWM
509
Cassaday & Co Wealth Management
Virginia
$246K – – –
PTC
510
Petrus Trust Company
Texas
$242K -$379K -3,639 -61%
MEAC
511
M.E. Allison & Co
Texas
$241K – – –
MOS
512
MGO One Seven
Ohio
$241K -$6.35K -61 -3%
S
513
SignatureFD
Georgia
$240K -$66.6K -639 -22%
EW
514
Evoke Wealth
California
$237K +$237K +2,280 New
CTC
515
Central Trust Company
Missouri
$237K -$1.67K -16 -0.7%
KPWS
516
Kestra Private Wealth Services
Texas
$236K -$19.1K -183 -7%
DCM
517
Dudley Capital Management
Virginia
$233K -$6.66K -64 -3%
UM
518
UniSuper Management
Australia
$229K -$31.2K -300 -12%
PI
519
PFG Investments
New York
$227K -$13.2K -127 -6%
IAA
520
Independent Advisor Alliance
North Carolina
$225K +$225K +2,165 New
Kovitz Investment Group Partners
521
Kovitz Investment Group Partners
Illinois
$221K +$221K +2,118 New
SW
522
Simplicity Wealth
New Jersey
$220K -$22.1K -212 -9%
CP
523
Covenant Partners
Tennessee
$219K – – –
RBI
524
Raiffeisen Bank International
Austria
$217K – – –
JCM
525
Jacobi Capital Management
Pennsylvania
$215K +$215K +2,063 New
19 20
21
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