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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
BCMLT
676
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9K
MAM
677
Meeder Asset Management
Ohio
$10.3K +$8.54K +55 +220%
TVWM
678
Tower View Wealth Management
Wisconsin
$9.65K
IWP
679
IAG Wealth Partners
Wisconsin
$9.27K
PWMG
680
Private Wealth Management Group
New Jersey
$9.14K +$6.83K +44 +163%
PFBT
681
Parkside Financial Bank & Trust
Missouri
$8.88K +$1.4K +9 +15%
AG
682
AmeriFlex Group
Nevada
$8.44K +$10.1K +65 New
POIA
683
Pin Oak Investment Advisors
Texas
$8K +$7.77K +50 New
DJSG
684
D.J. St. Germain
Massachusetts
$7.98K
EBA
685
Eagle Bay Advisors
New York
$7.72K -$1.55K -10 -14%
PCFFS
686
Pacific Center for Financial Services
California
$7.72K
EB
687
Eastern Bank
Massachusetts
$7.46K
AF
688
Atala Financial
California
$7.21K +$8.7K +56 New
LWA
689
Lowe Wealth Advisors
Maryland
$6.56K
BIA
690
Bell Investment Advisors
California
$6.43K +$1.24K +8 +19%
FFO
691
Fortitude Family Office
Arizona
$6.05K
OA
692
Operose Advisors
Wisconsin
$5.92K -$26.7K -172 -79%
TAM
693
Tucker Asset Management
Colorado
$5.92K +$4.04K +26 +130%
JFG
694
JDM Financial Group
Texas
$5.79K
VCM
695
Versant Capital Management
Arizona
$5.66K +$6.83K +44 New
PWMG
696
Prestige Wealth Management Group
New Jersey
$5.15K
WCM
697
Westend Capital Management
California
$5.15K
LFG
698
Larson Financial Group
Missouri
$4.89K +$5.9K +38 New
LIS
699
Legacy Investment Solutions
Idaho
$4.48K +$5.44K +35 New
LWMI
700
Legacy Wealth Management (Idaho)
Idaho
$4.48K +$5.44K +35 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.