BAH icon

Booz Allen Hamilton
BAH

Overview Fund Activity

715 hedge funds and large institutions have $12.5B invested in Booz Allen Hamilton in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 282 increasing their positions, 251 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
-17
Holders Change %
-2.32%
% of All Funds
9.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
108
Increased
282
Reduced
251
Closed
114
Calls
$72.8M
Puts
$113M
Net Calls
-$40.2M
Net Calls Change
-$27.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$130M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$125M
3
Two Sigma Investments
Two Sigma Investments
New York
+$118M
4
VanEck Associates
VanEck Associates
New York
+$109M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$95.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$427M
2
WCM Investment Management
WCM Investment Management
California
-$282M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$212M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$130M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$91.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
676
Avalon Trust
New Mexico
$2.72K – – –
MCM
677
MV Capital Management
Maryland
$2.62K +$1.99K +19 +317%
KA
678
Kozak & Associates
Colorado
$2.37K – – –
WPA
679
West Paces Advisors
Georgia
$2.3K – – –
FPB
680
First PREMIER Bank
South Dakota
$2K – – –
CA
681
CoreCap Advisors
Michigan
$1.99K -$1.15K -11 -37%
FGAM
682
Financial Gravity Asset Management
Texas
$1.99K +$1.99K +19 New
WT
683
Washington Trust
Rhode Island
$1.88K -$418 -4 -18%
AWM
684
Activest Wealth Management
Florida
$1.68K +$1.68K +16 New
TWD
685
True Wealth Design
Ohio
$1.67K -$28.7K -274 -94%
CWM
686
Cranbrook Wealth Management
Michigan
$1.57K – – –
PWA
687
Provenance Wealth Advisors
Florida
$1.57K – – –
RWM
688
Rialto Wealth Management
New York
$1.57K +$1.57K +15 New
CWM
689
Crowley Wealth Management
Delaware
$1.46K – – –
GJIA
690
Glass Jacobson Investment Advisors
Maryland
$1.42K – – –
TIM
691
Tortoise Investment Management
New York
$1.26K – – –
CTWM
692
Cherry Tree Wealth Management
Minnesota
$1.15K – – –
GWM
693
Guardian Wealth Management
Illinois
$1.12K -$112 -1 -9%
MAFA
694
MJT & Associates Financial Advisory
Minnesota
$1.07K +$1.07K +11 New
CH
695
Cromwell Holdings
Wyoming
$1.05K +$1.05K +10 New
EWA
696
EQ Wealth Advisors
Texas
$941 +$941 +9 New
TCM
697
TD Capital Management
Tennessee
$743 – – –
TCOV
698
Trust Company of Vermont
Vermont
$732 – – –
IHWM
699
Iron Horse Wealth Management
Iowa
$732 +$732 +7 New
TIM
700
Thompson Investment Management
Wisconsin
$663 – – –
26 27
28
29 30