We are live on ! Find out more
BAH icon

Booz Allen Hamilton

696 hedge funds and large institutions have $18.9B invested in Booz Allen Hamilton in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 254 increasing their positions, 266 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $13.4M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

5% more capital invested

Capital invested by funds: $17.9B → $18.9B (+$947M)

0.26% less ownership

Funds ownership: 90.01%89.75% (-0.26%)

5% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 266

4% less funds holding

Funds holding: 728696 (-32)

28% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 90

Holders
696
Holders Change
-32
Holders Change %
-4.4%
% of All Funds
9.99%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.19%
New
65
Increased
254
Reduced
266
Closed
90
Calls
$16.1M
Puts
$13.4M
Net Calls
+$2.75M
Net Calls Change
-$7.04M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
626
Eagle Bay Advisors
New York
$11.4K +$6.74K +44 +169%
CPA
627
Capital Performance Advisors
California
$11.4K +$10.7K +70 New
PTC
628
Private Trust Company
Ohio
$10.7K +$306 +2 +3%
RDFA
629
Ritter Daniher Financial Advisory
Ohio
$10.6K
AFWM
630
Abich Financial Wealth Management
Virginia
$10.3K +$3.98K +26 +70%
DJSG
631
D.J. St. Germain
Massachusetts
$10.1K
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$9.93K +$2.76K +18 +42%
PFBT
633
Parkside Financial Bank & Trust
Missouri
$9.77K
PCFFS
634
Pacific Center for Financial Services
California
$9.77K
CFO
635
CVA Family Office
Colorado
$9.6K -$459 -3 -5%
EB
636
Eastern Bank
Massachusetts
$9.44K +$8.88K +58 New
GSEP
637
Golden State Equity Partners
California
$8.95K +$8.42K +55 New
LWA
638
Lowe Wealth Advisors
Maryland
$8.3K
ATS
639
Ashton Thomas Securities
New York
$8.3K +$7.81K +51 New
MAM
640
Morse Asset Management
Connecticut
$8.14K +$7.66K +50 New
FFO
641
Fortitude Family Office
Arizona
$7.65K +$7.2K +47 New
JFG
642
JDM Financial Group
Texas
$7.32K
CAL
643
Capital Analysts LLC
Pennsylvania
$7K +$2.76K +18 +82%
BIA
644
Bell Investment Advisors
California
$6.84K
PWMG
645
Prestige Wealth Management Group
New Jersey
$6.51K
BWL
646
Bogart Wealth LLC
Virginia
$6.51K
WCM
647
Westend Capital Management
California
$6.51K
AssetMark Inc
648
AssetMark Inc
California
$6.02K -$306 -2 -5%
BGAI
649
Bruce G. Allen Investments
Colorado
$5.86K
DPW
650
DiNuzzo Private Wealth
Pennsylvania
$5.21K

BAH Hedge Fund Activity: Q3 2024 in Review

696 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q3 2024, worth a combined $18.9B — up 5.3% from $17.9B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of BAH and 65 opened new positions — a net loss of 25 holders — while 266 trimmed existing stakes and 254 added.

The largest buyer was Acadian Asset Management, adding an estimated $52.9M. The largest seller was APG Asset Management, cutting an estimated $107M.

  • 696 institutional investors held Booz Allen Hamilton (BAH) as of Q3 2024, down from 728 in Q2 2024.
  • Funds reported $18.9B of Booz Allen Hamilton stock for Q3 2024, up 5.3% quarter-over-quarter.
  • 65 funds opened new Booz Allen Hamilton positions in Q3 2024 and 90 closed out, a net change of -25 holders.
  • The largest Booz Allen Hamilton buyer in Q3 2024 was Acadian Asset Management, an estimated $52.9M added.
  • The largest Booz Allen Hamilton seller in Q3 2024 was APG Asset Management, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2024.