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Booz Allen Hamilton

699 hedge funds and large institutions have $11.8B invested in Booz Allen Hamilton in 2025 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 229 increasing their positions, 283 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.3B → $11.8B (-$488M)

19% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 283

60% less call options, than puts

Call options by funds: $105M | Put options by funds: $261M

Holders
699
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$261M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
626
Avion Wealth
Texas
$8K
CFG
627
Clayton Financial Group
Missouri
$7.9K
PWAM
628
Private Wealth Asset Management
Iowa
$7.9K
PFBT
629
Parkside Financial Bank & Trust
Missouri
$7.5K
IWP
630
IAG Wealth Partners
Wisconsin
$7.2K
WIM
631
Westside Investment Management
California
$6.87K
PWA
632
Physician Wealth Advisors
Utah
$6.7K
MWPCG
633
Measured Wealth Private Client Group
New Hampshire
$6.5K
DJSG
634
D.J. St. Germain
Massachusetts
$6.2K
PCFFS
635
Pacific Center for Financial Services
California
$6K
CWP
636
Concord Wealth Partners
Virginia
$5.8K
BIA
637
Bell Investment Advisors
California
$5.7K
PWMG
638
Private Wealth Management Group
New Jersey
$5.7K
BI
639
Binnacle Investments
Iowa
$5.2K
MEG
640
Millstone Evans Group
Colorado
$5.2K
LWA
641
Lowe Wealth Advisors
Maryland
$5.1K
POIA
642
Pin Oak Investment Advisors
Texas
$5K
HWA
643
HHM Wealth Advisors
Tennessee
$5K
DI
644
DAGCO Inc
Ohio
$5K
MIM
645
MTM Investment Management
South Carolina
$5K
LFASL
646
Lugano Financial Advisors SA (LFA)
Switzerland
$4.8K
CIAS
647
CBIZ Investment Advisory Services
Ohio
$4.6K
JFG
648
JDM Financial Group
Texas
$4.5K
WCM
649
Westend Capital Management
California
$4K
PWMG
650
Prestige Wealth Management Group
New Jersey
$4K