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Booz Allen Hamilton

704 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, 232 increasing their positions, 284 reducing their positions, and 83 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)

18% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 284

60% less call options, than puts

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

Holders
704
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
JAG
751
Journey Advisory Group
Kentucky
KCM
752
Kathmere Capital Management
Pennsylvania
LOAMU
753
Lombard Odier Asset Management (USA)
New York
PTC
754
Petrus Trust Company
Texas
EW
755
Evoke Wealth
California
KPWS
756
Kestra Private Wealth Services
Texas
DCM
757
Dudley Capital Management
Virginia
PI
758
PFG Investments
New York
IAA
759
Independent Advisor Alliance
North Carolina
RBI
760
Raiffeisen Bank International
Austria
Kovitz Investment Group Partners
761
Kovitz Investment Group Partners
Illinois
SW
762
Simplicity Wealth
New Jersey
JCM
763
Jacobi Capital Management
Pennsylvania
MWM
764
Modera Wealth Management
New Jersey
PAM
765
Panagora Asset Management
Massachusetts
AG
766
Ascent Group
Virginia
CFB
767
Cullen/Frost Bankers
Texas
ERSOT
768
Employees Retirement System of Texas
Texas
SSG
769
Summit Securities Group
New York
CFG
770
Chapman Financial Group
Hawaii
ABWM
771
Alpine Bank Wealth Management
Colorado
NAAA
772
New Age Alpha Advisors
New York
GIM
773
Glenmede Investment Management
Pennsylvania
GM
774
GeoWealth Management
Illinois
WA
775
Whipplewood Advisors
Colorado