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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
AFC
526
Ares Financial Consulting
California
$1.18K
CWM
527
Cranbrook Wealth Management
Michigan
$1.17K
OCWP
528
Owl Creek Wealth Partners
Colorado
$1.17K +$1.26K +15 New
RWM
529
Rialto Wealth Management
New York
$1.17K +$1.26K +15 New
GWP
530
Gen-Wealth Partners
Michigan
$1.17K
PWA
531
Provenance Wealth Advisors
Florida
$1.17K
SEP
532
Signature Equity Partners
Ohio
$1.11K
MCM
533
MV Capital Management
Maryland
$1.01K -$169 -2 -13%
FPB
534
First PREMIER Bank
South Dakota
$1K
WCM
535
Winthrop Capital Management
Indiana
$1K
DF
536
Dunhill Financial
United Kingdom
$1K +$759 +9 +300%
ZBNA
537
Zions Bancorporation, National Association
Utah
$936
BHWM
538
Bay Harbor Wealth Management
Maryland
$936 +$506 +6 +100%
MMCM
539
Murphy & Mullick Capital Management
New York
$780 +$843 +10 New
RWS
540
Retirement Wealth Solutions
Wisconsin
$703 -$84 -1 -10%
SWM
541
SHP Wealth Management
Massachusetts
$702 +$759 +9 New
KG
542
Kilter Group
New York
$547 +$590 +7 New
HIA
543
HFM Investment Advisors
New Jersey
$546 -$590 -7 -50%
WIM
544
Westside Investment Management
California
$546
KFI
545
Key Financial Inc
Pennsylvania
$468
OA
546
Operose Advisors
Wisconsin
$390 +$422 +5 New
RS
547
Rakuten Securities
Japan
$234 -$337 -4 -57%
GFA
548
Godfrey Financial Associates
New York
$234
ACA
549
American Capital Advisory
Idaho
$157 -$84 -1 -33%
CW
550
Curio Wealth
Maryland
$156 +$169 +2 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.