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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
FFA
601
Farther Finance Advisors
California
$61.1K -$60.6K -390 -45%
CFG
602
Chapman Financial Group
Hawaii
$60.9K +$73.5K +473 New
QC
603
Quent Capital
New York
$60.7K +$9.94K +64 +16%
VIA
604
Virtus Investment Advisers
Connecticut
$60.1K
OC
605
Oarsman Capital
Wisconsin
$59.1K +$42.4K +273 +147%
SAM
606
Smartleaf Asset Management
Massachusetts
$56.5K +$17.1K +110 +33%
PWA
607
Physician Wealth Advisors
Utah
$55K +$66.3K +427 New
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53.7K +$50.2K +323 +347%
LC
609
Lavaca Capital
Texas
$48.3K +$58.2K +375 New
MA
610
MCF Advisors
Kentucky
$43.2K
RA
611
Ransom Advisory
Rhode Island
$42.9K
APW
612
Aventura Private Wealth
Florida
$41.4K +$50K +322 New
CPBTD
613
Central Pacific Bank - Trust Division
Hawaii
$40.8K +$5.44K +35 +12%
RF
614
Roxbury Financial
New Jersey
$40.6K +$42.6K +274 New
DFA
615
DHJJ Financial Advisors
Illinois
$40.5K
PTC
616
Private Trust Company
Ohio
$40K +$38.1K +245 +371%
BBHC
617
Brown Brothers Harriman & Co
New York
$39.6K +$44K +283 +1,132%
NECFA
618
New England Capital Financial Advisors
Connecticut
$39.1K
BCM
619
Berbice Capital Management
New York
$38.6K +$46.6K +300 New
KSB
620
Kennebec Savings Bank
Maine
$38.5K -$13.2K -85 -23%
TPCW
621
TD Private Client Wealth
New York
$37.8K +$1.09K +7 +2%
TWD
622
True Wealth Design
Ohio
$37.3K +$43.2K +278 +2,317%
SC
623
SouthState Corp
Florida
$34.7K
AA
624
Ancora Advisors
Ohio
$34.2K +$41.3K +266 New
JWA
625
JFS Wealth Advisors
Pennsylvania
$34.1K -$311 -2 -0.7%

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.