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Booz Allen Hamilton

728 hedge funds and large institutions have $17.9B invested in Booz Allen Hamilton in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 277 increasing their positions, 257 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $7.82M

46% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 65

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

3% more funds holding

Funds holding: 706728 (+22)

8% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 257

4% more capital invested

Capital invested by funds: $17.3B → $17.9B (+$640M)

0.13% less ownership

Funds ownership: 90.14%90.01% (-0.13%)

Holders
728
Holders Change
+22
Holders Change %
+3.12%
% of All Funds
10.51%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
95
Increased
277
Reduced
257
Closed
65
Calls
$17.6M
Puts
$7.82M
Net Calls
+$9.79M
Net Calls Change
-$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
651
Gradient Investments
Minnesota
$12.9K +$11.2K +75 +833%
VCM
652
Versant Capital Management
Arizona
$12.3K +$9.14K +61 +321%
TVWM
653
Tower View Wealth Management
Wisconsin
$11.5K +$11.2K +75 New
EWA
654
EverSource Wealth Advisors
Alabama
$11.3K +$4.05K +27 +52%
IWP
655
IAG Wealth Partners
Wisconsin
$11.1K
AIM
656
Anchor Investment Management
South Carolina
$10.3K
LI
657
LRI Investments
Florida
$10K
RDFA
658
Ritter Daniher Financial Advisory
Ohio
$10K +$9.74K +65 New
PTC
659
Private Trust Company
Ohio
$9.85K
PWMG
660
Private Wealth Management Group
New Jersey
$9.7K +$5.4K +36 +133%
CFO
661
CVA Family Office
Colorado
$9.54K +$1.2K +8 +15%
DJSG
662
D.J. St. Germain
Massachusetts
$9.54K +$9.29K +62 New
PFBT
663
Parkside Financial Bank & Trust
Missouri
$9.23K
PCFFS
664
Pacific Center for Financial Services
California
$9.23K
FRA
665
Front Row Advisors
California
$8.46K -$750 -5 -8%
IWA
666
IBEX Wealth Advisors
New Jersey
$8.04K +$7.8K +52 New
LWA
667
Lowe Wealth Advisors
Maryland
$7.85K
SA
668
Scarborough Advisors
Maryland
$7.7K
RWMG
669
Redwood Wealth Management Group
New Jersey
$7.01K +$6.9K +46 New
JFG
670
JDM Financial Group
Texas
$6.93K
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$6.62K +$300 +2 +5%
BIA
672
Bell Investment Advisors
California
$6.46K
PWMG
673
Prestige Wealth Management Group
New Jersey
$6.16K -$2.85K -19 -32%
BWL
674
Bogart Wealth LLC
Virginia
$6.16K -$2.4K -16 -29%
CPG
675
Custom Portfolio Group
Colorado
$6.16K

BAH Hedge Fund Activity: Q2 2024 in Review

728 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q2 2024, worth a combined $17.9B — up 3.7% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BAH positions and 65 closed out — a net gain of 30 holders — while 277 added to existing stakes and 257 trimmed.

The largest buyer was AGF Management, adding an estimated $102M. The largest seller was T. Rowe Price Associates, cutting an estimated $153M.

  • 728 institutional investors held Booz Allen Hamilton (BAH) as of Q2 2024, up from 706 in Q1 2024.
  • Funds reported $17.9B of Booz Allen Hamilton stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 95 funds opened new Booz Allen Hamilton positions in Q2 2024 and 65 closed out, a net change of +30 holders.
  • The largest Booz Allen Hamilton buyer in Q2 2024 was AGF Management, an estimated $102M added.
  • The largest Booz Allen Hamilton seller in Q2 2024 was T. Rowe Price Associates, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2024.