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Booz Allen Hamilton

727 hedge funds and large institutions have $12.7B invested in Booz Allen Hamilton in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 253 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 253

2.66% more ownership

Funds ownership: 93.03%95.68% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 116

2% less funds holding

Funds holding: 742727 (-15)

17% less capital invested

Capital invested by funds: $15.3B → $12.7B (-$2.64B)

36% less call options, than puts

Call options by funds: $72.8M | Put options by funds: $113M

Holders
727
Holders Change
-15
Holders Change %
-2.02%
% of All Funds
9.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
109
Increased
287
Reduced
253
Closed
116
Calls
$72.8M
Puts
$113M
Net Calls
-$40.2M
Net Calls Change
-$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
826
Venturi Wealth Management
Texas
-$22.5K -175 Closed
SGC
827
Slocum, Gordon & Co
Rhode Island
-$20.6K -160 Closed
LFA
828
LGT Financial Advisors
Texas
-$19.5K -152 Closed
FIM
829
FWL Investment Management
Texas
-$16.9K -131 Closed
SSG
830
Summit Securities Group
New York
-$12.9K -100 Closed
PSFG
831
Park Square Financial Group
Georgia
-$12.1K -94 Closed
TVWM
832
Tower View Wealth Management
Wisconsin
-$9.65K -75 Closed
EBA
833
Eagle Bay Advisors
New York
-$7.72K -60 Closed
OA
834
Operose Advisors
Wisconsin
-$5.92K -46 Closed
TAM
835
Tucker Asset Management
Colorado
-$5.92K -46 Closed
LWMI
836
Legacy Wealth Management (Idaho)
Idaho
-$4.48K -35 Closed
HPC
837
HM Payson & Co
Maine
-$3.99K -31 Closed
RCM
838
Richardson Capital Management
Wisconsin
-$3.73K -29 Closed
LWANC
839
Laurel Wealth Advisors (North Carolina)
North Carolina
-$2.7K -21 Closed
DAM
840
Delta Asset Management
Tennessee
-$2.32K -18 Closed
CA
841
Continuum Advisory
Idaho
-$1.54K -12 Closed
CF
842
Conquis Financial
California
-$1.03K -8 Closed
TFM
843
TFC Financial Management
Massachusetts
-$129 -1 Closed
MFA
844
McClarren Financial Advisors
Pennsylvania
+$241 +2 New

BAH Hedge Fund Activity: Q1 2025 in Review

727 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Booz Allen Hamilton (BAH) for Q1 2025, worth a combined $12.7B — down 17% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of BAH and 109 opened new positions — a net loss of 7 holders — while 253 trimmed existing stakes and 287 added.

The largest buyer was Wellington Management Group, adding an estimated $150M. The largest seller was Ameriprise, cutting an estimated $491M.

  • 727 institutional investors held Booz Allen Hamilton (BAH) as of Q1 2025, down from 742 in Q4 2024.
  • Funds reported $12.7B of Booz Allen Hamilton stock for Q1 2025, down 17% quarter-over-quarter.
  • 109 funds opened new Booz Allen Hamilton positions in Q1 2025 and 116 closed out, a net change of -7 holders.
  • The largest Booz Allen Hamilton buyer in Q1 2025 was Wellington Management Group, an estimated $150M added.
  • The largest Booz Allen Hamilton seller in Q1 2025 was Ameriprise, an estimated $491M sold.

Based on aggregated 13F filings for Q1 2025.