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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
AWM
626
Avior Wealth Management
Nebraska
$33.9K
CFD
627
Creative Financial Designs
Indiana
$33.7K +$23K +148 +130%
RTC
628
Riverview Trust Company
Washington
$33.5K -$621 -4 -2%
PAS
629
Point72 Asia (Singapore)
Singapore
$33.4K +$40.4K +260 New
CWP
630
Clark Wealth Partners
Illinois
$32.2K +$38.8K +250 New
CWA
631
Carolina Wealth Advisors
South Carolina
$31K -$86.5K -557 -70%
RS
632
R Squared
Hong Kong
$30.9K +$37.3K +240 New
AAP
633
Arax Advisory Partners
Colorado
$30.8K +$36K +232 +3,314%
EWA
634
EverSource Wealth Advisors
Alabama
$29.2K +$20.8K +134 +144%
EAM
635
Empirical Asset Management
Massachusetts
$27.2K +$2.29M +14,766 New
HWM
636
Hemington Wealth Management
Virginia
$26K +$1.55K +10 +5%
GFPC
637
Global Financial Private Client
Florida
$26K +$1.09K +7 +4%
CIA
638
Cape Investment Advisory
Georgia
$25.5K -$3.42K -22 -10%
BWL
639
Bogart Wealth LLC
Virginia
$25.1K +$24.1K +155 +388%
OIAM
640
OFI Invest Asset Management
France
$24.9K +$31.1K +200 New
SWM
641
Spire Wealth Management
Virginia
$24.6K +$621 +4 +2%
FFA
642
Frazier Financial Advisors
Ohio
$23.9K -$5.75K -37 -17%
CA
643
Crewe Advisors
Utah
$23.3K +$28.1K +181 New
WBC
644
West Branch Capital
Massachusetts
$23.2K
VWM
645
Venturi Wealth Management
Texas
$22.5K +$1.09K +7 +4%
SIC
646
SJS Investment Consulting
Ohio
$21.6K -$777 -5 -3%
SGC
647
Slocum, Gordon & Co
Rhode Island
$20.6K
YP
648
YANKCOM Partnership
South Dakota
$20.6K +$24.9K +160 New
LFA
649
LGT Financial Advisors
Texas
$19.5K -$17.4K -112 -42%
FDW
650
Fourth Dimension Wealth
Ohio
$19.4K +$23.5K +151 New

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.