We are live on ! Find out more
BAH icon

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
CFD
601
Creative Financial Designs
Indiana
$40.7K +$15.3K +127 +48%
SAM
602
Smartleaf Asset Management
Massachusetts
$39.3K -$8.08K -67 -15%
PTC
603
Private Trust Company
Ohio
$37K +$5.18K +43 +14%
BCV
604
Banque Cantonale Vaudoise
Switzerland
$37K +$42.7K +354 New
MA
605
MCF Advisors
Kentucky
$35.1K
NS
606
NBC Securities
Alabama
$35K +$41.3K +343 New
RA
607
Ransom Advisory
Rhode Island
$34.8K
WA
608
WPG Advisers
Maryland
$34.7K -$111K -917 -73%
APW
609
Aventura Private Wealth
Florida
$33.7K
VCM
610
Versant Capital Management
Arizona
$33.5K +$33.3K +276 +627%
CI
611
CX Institutional
Indiana
$33K +$37.5K +311 New
DFA
612
DHJJ Financial Advisors
Illinois
$32.9K
CWP
613
Clark Wealth Partners
Illinois
$32.7K +$7.59K +63 +25%
WA
614
Whipplewood Advisors
Colorado
$32.4K -$129K -1,068 -98%
BIG
615
Brooklyn Investment Group
New York
$30.7K +$18K +149 +103%
KSB
616
Kennebec Savings Bank
Maine
$29.8K
CCM
617
Chilton Capital Management
Texas
$28.8K -$29.3K -243 -47%
LC
618
Lindbrook Capital
California
$28.4K +$19.8K +164 +152%
JWA
619
JFS Wealth Advisors
Pennsylvania
$27.3K -$482 -4 -2%
RTC
620
Riverview Trust Company
Washington
$27.2K
AA
621
Ancora Advisors
Ohio
$26.4K -$1.69K -14 -5%
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$25.7K +$12.7K +105 +74%
CWA
623
Carolina Wealth Advisors
South Carolina
$25.2K
SWM
624
Spire Wealth Management
Virginia
$21.8K +$2.05K +17 +9%
GFPC
625
Global Financial Private Client
Florida
$21.6K +$603 +5 +2%

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.