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Booz Allen Hamilton

625 hedge funds and large institutions have $10.4B invested in Booz Allen Hamilton in 2025 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 192 increasing their positions, 264 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

27% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 264

42% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 169

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
625
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.6M
Puts
$86.3M
Net Calls
Net Calls Change

Top Sellers

1 -$168M
2 -$167M
3 -$118M
4
Bank of America
Bank of America
North Carolina
-$96.5M
5
Morgan Stanley
Morgan Stanley
New York
-$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
726
Legacy Wealth Asset Management
Minnesota
EFSCE
727
Enterprise Financial Services Corp (EFSC)
Missouri
RWM
728
Ritholtz Wealth Management
New York
CCWM
729
Cassaday & Co Wealth Management
Virginia
MEAC
730
M.E. Allison & Co
Texas
CB
731
Commerce Bank
Missouri
MF
732
Magnetar Financial
Illinois
MOS
733
MGO One Seven
Ohio
MGP
734
Metis Global Partners
California
Vontobel Holding
735
Vontobel Holding
Switzerland
Schroder Investment Management Group
736
Schroder Investment Management Group
United Kingdom
GWANC
737
Guardian Wealth Advisors (North Carolina)
North Carolina
FBT
738
First Bankers Trust
Kentucky
AFGAS
739
Allegiance Financial Group Advisory Services
Virginia
RIG
740
RiverFront Investment Group
Virginia
UM
741
UniSuper Management
Australia
RFC
742
Regions Financial Corp
Alabama
AWAU
743
Alliance Wealth Advisors (Utah)
Utah
CP
744
Covenant Partners
Tennessee
JTWM
745
Jackson Thornton Wealth Management
Alabama
Envestnet Portfolio Solutions
746
Envestnet Portfolio Solutions
Illinois
QFW
747
QTR Family Wealth
Florida
EC
748
EntryPoint Capital
New York
MG
749
Mather Group
Illinois
HBT
750
Hills Bank & Trust
Iowa