We are live on ! Find out more
BAH icon

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
GJIA
701
Glass Jacobson Investment Advisors
Maryland
$1.42K
TIM
702
Tortoise Investment Management
New York
$1.25K
CAM
703
Chesapeake Asset Management
New York
$1.25K +$1.45K +12 New
CTWM
704
Cherry Tree Wealth Management
Minnesota
$1.15K
GWMI
705
Guardian Wealth Management (Illinois)
Illinois
$1.12K -$121 -1 -9%
MAFA
706
MJT & Associates Financial Advisory
Minnesota
$1.07K +$1.33K +11 New
CH
707
Cromwell Holdings
Wyoming
$1.05K +$1.21K +10 New
EWA
708
EQ Wealth Advisors
Texas
$941 +$1.08K +9 New
TCM
709
TD Capital Management
Tennessee
$743
TCOV
710
Trust Company of Vermont
Vermont
$732
IHWM
711
Iron Horse Wealth Management
Iowa
$732 +$844 +7 New
TIM
712
Thompson Investment Management
Wisconsin
$663
KFI
713
Key Financial Inc
Pennsylvania
$627
MWM
714
MorganRosel Wealth Management
Colorado
$627 +$723 +6 New
WOC
715
West Oak Capital
California
$575 -$48.2K -400 -42%
KIM
716
Kestra Investment Management
Texas
$523 -$603 -5 -50%
BF
717
BOK Financial
Oklahoma
$523
PWM
718
Parkworth Wealth Management
California
$523
WCM
719
WealthTrak Capital Management
Virginia
$523 +$482 +4 +400%
PWA
720
Principia Wealth Advisory
Texas
$432 +$241 +2 +100%
HWP
721
Highline Wealth Partners
California
$314 +$362 +3 New
BHWM
722
Bay Harbor Wealth Management
Maryland
$313 +$362 +3 New
HIA
723
HFM Investment Advisors
New Jersey
$210 +$241 +2 New
CSC
724
Caldwell Sutter Capital
California
$209
ACA
725
American Capital Advisory
Idaho
$105 +$121 +1 New

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.