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Booz Allen Hamilton

742 hedge funds and large institutions have $15.3B invested in Booz Allen Hamilton in 2024 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 266 increasing their positions, 245 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 86

7% more funds holding

Funds holding: 696742 (+46)

3.28% more ownership

Funds ownership: 89.75%93.03% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 245

15% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $83.9M

19% less capital invested

Capital invested by funds: $18.9B → $15.3B (-$3.58B)

62% less funds holding in top 10

Funds holding in top 10: 135 (-8)

Holders
742
Holders Change
+46
Holders Change %
+6.61%
% of All Funds
9.77%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.07%
New
152
Increased
266
Reduced
245
Closed
86
Calls
$71.2M
Puts
$83.9M
Net Calls
-$12.7M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
576
Hendershot Investments
Virginia
$180K
AssetMark Inc
577
AssetMark Inc
California
$177K +$208K +1,339 +3,619%
UB
578
UMB Bank
Missouri
$175K -$32.5K -209 -13%
TSMHT
579
Thurston Springer Miller Herd & Titak
Indiana
$165K +$92.6K +596 +87%
WA
580
WPG Advisers
Maryland
$161K +$194K +1,249 New
IWA
581
Icon Wealth Advisors
Texas
$154K +$6.06K +39 +3%
WA
582
Whipplewood Advisors
Colorado
$140K +$169K +1,090 New
WSFS
583
Wilmington Savings Fund Society
Delaware
$140K +$150K +964 +784%
CWC
584
Carolinas Wealth Consulting
North Carolina
$129K
SG Americas Securities
585
SG Americas Securities
New York
$115K +$28.4K +183 +26%
CAL
586
Capital Advisors Ltd
Ohio
$112K
FCAS
587
First Command Advisory Services
Texas
$109K -$31.1K -200 -19%
GC
588
Globeflex Capital
California
$103K +$124K +800 New
LS
589
Livforsakringsbolaget Skandia
Sweden
$103K
Walleye Capital
590
Walleye Capital
New York
$100K -$44.7K -288 -27%
PPC
591
Park Place Capital
Alabama
$97.7K -$3.11K -20 -3%
MTC
592
Matrix Trust Company
Colorado
$96K +$102K +654 +735%
TWC
593
TD Waterhouse Canada
Ontario, Canada
$90.7K +$64K +412 +141%
CAWM
594
Capital A Wealth Management
Pennsylvania
$90.3K +$109K +702 New
VHAM
595
Van Hulzen Asset Management
California
$90.1K +$109K +700 New
SS
596
SBI Securities
Japan
$79.9K +$96.5K +621 New
AIM
597
Anchor Investment Management
South Carolina
$77.5K -$6.99K -45 -7%
C
598
Covestor
United Kingdom
$73K -$9.94K -64 -10%
CCM
599
Chilton Capital Management
Texas
$66.7K +$37.7K +243 +88%
AF
600
Advisornet Financial
Minnesota
$61.5K -$621 -4 -0.8%

BAH Hedge Fund Activity: Q4 2024 in Review

742 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2024, worth a combined $15.3B — down 19% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new BAH positions and 86 closed out — a net gain of 66 holders — while 266 added to existing stakes and 245 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $176M. The largest seller was AGF Management, cutting an estimated $275M.

  • 742 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2024, up from 696 in Q3 2024.
  • Funds reported $15.3B of Booz Allen Hamilton stock for Q4 2024, down 19% quarter-over-quarter.
  • 152 funds opened new Booz Allen Hamilton positions in Q4 2024 and 86 closed out, a net change of +66 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2024 was Janus Henderson Group, an estimated $176M added.
  • The largest Booz Allen Hamilton seller in Q4 2024 was AGF Management, an estimated $275M sold.

Based on aggregated 13F filings for Q4 2024.