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Booz Allen Hamilton

708 hedge funds and large institutions have $11.8B invested in Booz Allen Hamilton in 2025 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 231 increasing their positions, 285 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $12.3B → $11.8B (-$502M)

19% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 285

60% less call options, than puts

Call options by funds: $105M | Put options by funds: $261M

Holders
708
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105M
Puts
$261M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
751
HighPoint Advisor Group
Illinois
Members Trust
752
Members Trust
Florida
PCA
753
Private Capital Advisors
Connecticut
CT
754
Chicago Trust
Illinois
JAG
755
Journey Advisory Group
Kentucky
KCM
756
Kathmere Capital Management
Pennsylvania
LOAMU
757
Lombard Odier Asset Management (USA)
New York
PTC
758
Petrus Trust Company
Texas
EW
759
Evoke Wealth
California
KPWS
760
Kestra Private Wealth Services
Texas
DCM
761
Dudley Capital Management
Virginia
PI
762
PFG Investments
New York
IAA
763
Independent Advisor Alliance
North Carolina
RBI
764
Raiffeisen Bank International
Austria
Kovitz Investment Group Partners
765
Kovitz Investment Group Partners
Illinois
SW
766
Simplicity Wealth
New Jersey
JCM
767
Jacobi Capital Management
Pennsylvania
MWM
768
Modera Wealth Management
New Jersey
PAM
769
Panagora Asset Management
Massachusetts
AG
770
Ascent Group
Virginia
CFB
771
Cullen/Frost Bankers
Texas
ERSOT
772
Employees Retirement System of Texas
Texas
SSG
773
Summit Securities Group
New York
CFG
774
Chapman Financial Group
Hawaii
ABWM
775
Alpine Bank Wealth Management
Colorado