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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
NECFA
626
New England Capital Financial Advisors
Connecticut
$21.3K -$12.1K -100 -33%
CAM
627
Costello Asset Management
Pennsylvania
$21.2K +$24.5K +203 New
BWL
628
Bogart Wealth LLC
Virginia
$20.4K
HWM
629
Hemington Wealth Management
Virginia
$20K -$482 -4 -2%
FFA
630
Frazier Financial Advisors
Ohio
$19.5K
OIAM
631
OFI Invest Asset Management
France
$19.4K
WBC
632
West Branch Capital
Massachusetts
$18.8K
LFG
633
Larson Financial Group
Missouri
$18K +$16.2K +134 +353%
HI
634
Harbour Investments
Wisconsin
$17.7K +$7.47K +62 +58%
SIC
635
SJS Investment Consulting
Ohio
$17.2K -$482 -4 -2%
YP
636
YANKCOM Partnership
South Dakota
$16.7K
CIA
637
Cape Investment Advisory
Georgia
$16.4K -$4.94K -41 -21%
CA
638
Centerpoint Advisors
Massachusetts
$16K +$3.74K +31 +25%
FDW
639
Fourth Dimension Wealth
Ohio
$15.7K
NCM
640
Northwest Capital Management
Oregon
$15.7K
CT
641
Clearstead Trust
Maine
$15.5K +$5.18K +43 +41%
TFA
642
Toth Financial Advisory
Virginia
$14.1K
TCM
643
Tradewinds Capital Management
Washington
$13.6K
FNWA
644
Financial Network Wealth Advisors
Utah
$13.5K +$5.06K +42 +48%
ST
645
Smithfield Trust
Pennsylvania
$13K
HCP
646
Hexagon Capital Partners
Arkansas
$12.2K
OP
647
ORG Partners
Indiana
$11.5K +$12.9K +107 New
IRC
648
Investors Research Corp
Georgia
$11.1K +$12.8K +106 New
AW
649
Avion Wealth
Texas
$11K
MWA
650
Medallion Wealth Advisors
Connecticut
$10.7K

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.