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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 %
HBS
801
Howard Bailey Securities
Indiana
– -$200K -1,557 Closed
VHAM
802
Van Hulzen Asset Management
California
– -$90.1K -700 Closed
VIA
803
Virtus Investment Advisers
Connecticut
– -$60.1K -467 Closed
OC
804
Oarsman Capital
Wisconsin
– -$59.1K -459 Closed
LC
805
Lavaca Capital
Texas
– -$48.3K -375 Closed
BBHC
806
Brown Brothers Harriman & Co
New York
– -$39.6K -308 Closed
BCM
807
Berbice Capital Management
New York
– -$38.6K -300 Closed
RF
808
Roxbury Financial
New Jersey
– -$40.6K -274 Closed
AWM
809
Avior Wealth Management
Nebraska
– -$33.9K -263 Closed
PAS
810
Point72 Asia (Singapore)
Singapore
– -$33.4K -260 Closed
RS
811
R Squared
Hong Kong
– -$30.9K -240 Closed
CA
812
Crewe Advisors
Utah
– -$23.3K -181 Closed
VWM
813
Venturi Wealth Management
Texas
– -$22.5K -175 Closed
SGC
814
Slocum, Gordon & Co
Rhode Island
– -$20.6K -160 Closed
LFA
815
LGT Financial Advisors
Texas
– -$19.5K -152 Closed
FIM
816
FWL Investment Management
Texas
– -$16.9K -131 Closed
SSG
817
Summit Securities Group
New York
– -$12.9K -100 Closed
PSFG
818
Park Square Financial Group
Georgia
– -$12.1K -94 Closed
TVWM
819
Tower View Wealth Management
Wisconsin
– -$9.65K -75 Closed
EBA
820
Eagle Bay Advisors
New York
– -$7.72K -60 Closed
OA
821
Operose Advisors
Wisconsin
– -$5.92K -46 Closed
LWMI
822
Legacy Wealth Management (Idaho)
Idaho
– -$4.48K -35 Closed
HPC
823
HM Payson & Co
Maine
– -$3.99K -31 Closed
RCM
824
Richardson Capital Management
Wisconsin
– -$3.73K -29 Closed
LWANC
825
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$2.7K -21 Closed
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