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Booz Allen Hamilton

742 hedge funds and large institutions have $15.3B invested in Booz Allen Hamilton in 2024 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 266 increasing their positions, 245 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 86

7% more funds holding

Funds holding: 696742 (+46)

3.28% more ownership

Funds ownership: 89.75%93.03% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 245

15% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $83.9M

19% less capital invested

Capital invested by funds: $18.9B → $15.3B (-$3.58B)

62% less funds holding in top 10

Funds holding in top 10: 135 (-8)

Holders
742
Holders Change
+46
Holders Change %
+6.61%
% of All Funds
9.77%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.07%
New
152
Increased
266
Reduced
245
Closed
86
Calls
$71.2M
Puts
$83.9M
Net Calls
-$12.7M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
801
Retirement Planning Company of New England
Rhode Island
-$211K -1,296 Closed
EA
802
Everpar Advisors
Oklahoma
-$203K -1,246 Closed
CWP
803
Cyndeo Wealth Partners
Florida
-$201K -1,237 Closed
Kayne Anderson Rudnick Investment Management
804
Kayne Anderson Rudnick Investment Management
California
-$167K -1,023 Closed
HFM
805
Harvest Fund Management
China
-$105K -645 Closed
AAG
806
Armstrong Advisory Group
Massachusetts
-$32.6K -200 Closed
NB
807
NBT Bank
New York
-$24.1K -148 Closed
CCA
808
Catalyst Capital Advisors
New York
-$19.2K -118 Closed
JPWM
809
Jamison Private Wealth Management
Georgia
-$17.2K -106 Closed
CTA
810
Colonial Trust Advisors
South Carolina
-$14K -86 Closed
MIM
811
Macroview Investment Management
Maryland
-$13.9K -85 Closed
CPA
812
Capital Performance Advisors
California
-$11.4K -70 Closed
RDFA
813
Ritter Daniher Financial Advisory
Ohio
-$10.6K -65 Closed
GSEP
814
Golden State Equity Partners
California
-$8.95K -55 Closed
ATS
815
Ashton Thomas Securities
New York
-$8.3K -51 Closed
MAM
816
Morse Asset Management
Connecticut
-$8.14K -50 Closed
CAL
817
Capital Analysts LLC
Pennsylvania
-$7K -40 Closed
MFG
818
Mendota Financial Group
Wisconsin
-$4.07K -25 Closed
1IA
819
1620 Investment Advisors
Massachusetts
-$3.25K -20 Closed
Cohen & Steers
820
Cohen & Steers
New York
-$3K -20 Closed
FCM
821
Fourpath Capital Management
Oklahoma
-$2.44K -15 Closed
HGERS
822
Householder Group Estate & Retirement Specialist
Arizona
-$2K -13 Closed
ETS
823
ESL Trust Services
New York
-$1.95K -12 Closed
CA
824
Claris Advisors
Missouri
-$1.47K -9 Closed
JIP
825
Jaffetilchin Investment Partners
Florida
-$1.31K -8 Closed

BAH Hedge Fund Activity: Q4 2024 in Review

742 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q4 2024, worth a combined $15.3B — down 19% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new BAH positions and 86 closed out — a net gain of 66 holders — while 266 added to existing stakes and 245 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $176M. The largest seller was AGF Management, cutting an estimated $275M.

  • 742 institutional investors held Booz Allen Hamilton (BAH) as of Q4 2024, up from 696 in Q3 2024.
  • Funds reported $15.3B of Booz Allen Hamilton stock for Q4 2024, down 19% quarter-over-quarter.
  • 152 funds opened new Booz Allen Hamilton positions in Q4 2024 and 86 closed out, a net change of +66 holders.
  • The largest Booz Allen Hamilton buyer in Q4 2024 was Janus Henderson Group, an estimated $176M added.
  • The largest Booz Allen Hamilton seller in Q4 2024 was AGF Management, an estimated $275M sold.

Based on aggregated 13F filings for Q4 2024.