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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
MA
651
Montag & Associates
Georgia
$10.5K -$1.45K -12 -11%
PWMG
652
Private Wealth Management Group
New Jersey
$10.4K +$3.38K +28 +39%
GSWM
653
Golden State Wealth Management
California
$10.2K -$482 -4 -4%
CPG
654
Cornerstone Planning Group
New Jersey
$9.9K +$8.2K +68 +400%
TPCW
655
TD Private Client Wealth
New York
$9.52K -$24.5K -203 -69%
CFO
656
CVA Family Office
Colorado
$9.52K -$241 -2 -2%
CHC
657
City Holding Co
West Virginia
$8.99K +$10.4K +86 New
PWAM
658
Private Wealth Asset Management
Iowa
$8.68K +$10K +83 New
IWP
659
IAG Wealth Partners
Wisconsin
$7.53K
BI
660
Binnacle Investments
Iowa
$7.22K +$8.32K +69 New
BGAI
661
Bruce G. Allen Investments
Colorado
$6.9K +$4.46K +37 +128%
AG
662
AmeriFlex Group
Nevada
$6.88K +$121 +1 +2%
DJSG
663
D.J. St. Germain
Massachusetts
$6.48K
MAM
664
Meeder Asset Management
Ohio
$6.28K -$2.41K -20 -25%
PCFFS
665
Pacific Center for Financial Services
California
$6.28K
BCMLT
666
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.12K -$3.13K -26 -31%
CWP
667
Concord Wealth Partners
Virginia
$6.07K -$6.99K -58 -50%
PFBT
668
Parkside Financial Bank & Trust
Missouri
$6.07K -$1.33K -11 -16%
EB
669
Eastern Bank
Massachusetts
$5.86K -$241 -2 -3%
AF
670
Atala Financial
California
$5.86K
LWA
671
Lowe Wealth Advisors
Maryland
$5.33K
DI
672
DAGCO Inc
Ohio
$5.23K +$6.03K +50 New
SCB
673
Saudi Central Bank
Saudi Arabia
$5.23K +$6.03K +50 New
RS
674
Rakuten Securities
Japan
$5.02K +$3.01K +25 +109%
POIA
675
Pin Oak Investment Advisors
Texas
$5K

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.