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Booz Allen Hamilton
BAH

Overview Fund Activity

732 hedge funds and large institutions have $15.3B invested in Booz Allen Hamilton in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 261 increasing their positions, 245 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+42
Holders Change %
+6.09%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.07%
New
148
Increased
261
Reduced
245
Closed
86
Calls
$71.2M
Puts
$83.9M
Net Calls
-$12.7M
Net Calls Change
-$15.4M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$227M
2
Man Group
2
Man Group
United Kingdom
$145M
3
BlackRock
3
BlackRock
New York
$1.2B
4
Macquarie Group
4
Macquarie Group
Australia
$95.8M
5
UBS Group
5
UBS Group
Switzerland
$156M

Top Sellers

1
AM
1
AGF Management
Ontario, Canada
$358K
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$945M
3
American Century Companies
3
American Century Companies
Missouri
$12.1M
4
WCM Investment Management
4
WCM Investment Management
California
$347M
5
AI
5
Axiom Investors
Connecticut
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
701
West Paces Advisors
Georgia
$2.83K – – –
WT
702
Washington Trust
Rhode Island
$2.83K – – –
KA
703
Kozak & Associates
Colorado
$2.78K – – –
LWANC
704
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.7K – – –
FGC
705
Financial Gravity Companies
Texas
$2.45K +$2.45K +19 New
DAM
706
Delta Asset Management
Tennessee
$2.32K – – –
CPG
707
Cornerstone Planning Group
New Jersey
$2.3K +$135 +1 +6%
CIAM
708
Caitong International Asset Management
Hong Kong
$2.19K +$2.19K +17 New
FPB
709
First PREMIER Bank
South Dakota
$2K – – –
PWA
710
Provenance Wealth Advisors
Florida
$1.93K – – –
CWM
711
Cranbrook Wealth Management
Michigan
$1.93K +$1.93K +15 New
CWM
712
Crowley Wealth Management
Delaware
$1.8K +$1.8K +14 New
CA
713
Continuum Advisory
Idaho
$1.54K -$901 -7 -37%
TIM
714
Tortoise Investment Management
New York
$1.54K – – –
S
715
Sachetta
Massachusetts
$1.42K -$644 -5 -31%
CTWM
716
Cherry Tree Wealth Management
Minnesota
$1.42K – – –
GJIA
717
Glass Jacobson Investment Advisors
Maryland
$1.42K +$1.42K +11 New
GWM
718
Guardian Wealth Management
Illinois
$1.38K – – –
KIM
719
Kestra Investment Management
Texas
$1.29K +$1.29K +10 New
CF
720
Conquis Financial
California
$1.03K +$1.03K +8 New
TCM
721
TD Capital Management
Tennessee
$910 – – –
TCOV
722
Trust Company of Vermont
Vermont
$901 – – –
TIM
723
Thompson Investment Management
Wisconsin
$811 – – –
MCM
724
MV Capital Management
Maryland
$773 +$386 +3 +100%
KFI
725
Key Financial Inc
Pennsylvania
$772 – – –
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