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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 %
KFI
701
Key Financial Inc
Pennsylvania
$627 – – –
MWM
702
MorganRosel Wealth Management
Colorado
$627 +$627 +6 New
WOC
703
West Oak Capital
California
$575 -$418 -400 -42%
KIM
704
Kestra Investment Management
Texas
$523 -$523 -5 -50%
BF
705
BOK Financial
Oklahoma
$523 – – –
PWM
706
Parkworth Wealth Management
California
$523 – – –
WCM
707
WealthTrak Capital Management
Virginia
$523 +$418 +4 +400%
PWA
708
Principia Wealth Advisory
Texas
$432 +$216 +2 +100%
HWP
709
Highline Wealth Partners
California
$314 +$314 +3 New
BHWM
710
Bay Harbor Wealth Management
Maryland
$313 +$313 +3 New
HIA
711
HFM Investment Advisors
New Jersey
$210 +$210 +2 New
CSC
712
Caldwell Sutter Capital
California
$209 – – –
RIL
713
Rothschild Investment LLC
Illinois
$105 +$105 +1 New
ACA
714
American Capital Advisory
Idaho
$105 +$105 +1 New
RCM
715
Raleigh Capital Management
North Carolina
$14 -$17 – –
Norges Bank
716
Norges Bank
Norway
– -$197M -1,527,412 Closed
WCM
717
Wedge Capital Management
North Carolina
– -$62.4M -485,064 Closed
Westfield Capital Management
718
Westfield Capital Management
Massachusetts
– -$42.4M -329,071 Closed
CIC
719
Chilton Investment Company
Connecticut
– -$33.3M -258,960 Closed
CSS
720
Cubist Systematic Strategies
Connecticut
– -$23.4M -181,897 Closed
William Blair Investment Management
721
William Blair Investment Management
Illinois
– -$21.5M -166,769 Closed
AI
722
Axiom Investors
Connecticut
– -$20.3M -157,440 Closed
IG
723
ING Group
Netherlands
– -$15.4M -120,000 Closed
JGC
724
J. Goldman & Co
New York
– -$14.4M -112,165 Closed
WAM
725
Wilson Asset Management
Australia
– -$13.5M -104,610 Closed
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