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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
HBT
551
Hills Bank & Trust
Iowa
$194K +$224K +1,859 New
Jones Financial Companies
552
Jones Financial Companies
Missouri
$192K +$49.4K +410 +29%
SOW
553
State of Wyoming
Wyoming
$190K -$122K -1,016 -36%
CSPIA
554
Cary Street Partners Investment Advisory
Virginia
$185K +$15.5K +129 +8%
QL
555
Quarry LP
New York
$179K +$5.18K +43 +3%
CIAM
556
Caitong International Asset Management
Hong Kong
$178K +$203K +1,681 +9,888%
SIM
557
Studio Investment Management
Illinois
$177K +$16.8K +139 +9%
HCM
558
Hollencrest Capital Management
California
$174K -$28.9K -240 -13%
ETC
559
Exchange Traded Concepts
Oklahoma
$169K +$183K +1,515 +1,546%
UB
560
UMB Bank
Missouri
$158K +$18.4K +153 +11%
FHA
561
First Horizon Advisors
Tennessee
$154K +$7.96K +66 +5%
HI
562
Hendershot Investments
Virginia
$146K
SFI
563
Siemens Fonds Invest
Germany
$145K +$168K +1,390 New
SC
564
SouthState Corp
Florida
$145K +$135K +1,119 +414%
CFB
565
Cullen/Frost Bankers
Texas
$141K -$30.1K -250 -16%
MTC
566
Matrix Trust Company
Colorado
$139K +$70.2K +582 +78%
HNB
567
Huntington National Bank
Ohio
$136K -$145K -1,200 -48%
AssetMark Inc
568
AssetMark Inc
California
$133K -$12.8K -106 -8%
MCM
569
MAI Capital Management
Ohio
$124K -$75.3K -625 -34%
SS
570
Sunbelt Securities
Texas
$124K -$28.9K -240 -17%
IWA
571
Icon Wealth Advisors
Texas
$122K -$4.1K -34 -3%
CWC
572
Carolinas Wealth Consulting
North Carolina
$105K
CAWM
573
Capital A Wealth Management
Pennsylvania
$104K +$35K +290 +41%
C
574
Covestor
United Kingdom
$103K +$50.4K +418 +74%
N
575
Natixis
France
$98.6K -$4.97M -41,225 -98%

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.