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Babcock & Wilcox

73 hedge funds and large institutions have $54.1M invested in Babcock & Wilcox in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $487K | Put options by funds: $300K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more capital invested

Capital invested by funds: $44.8M → $54.1M (+$9.26M)

13.43% less ownership

Funds ownership: 70.53%57.09% (-13%)

22% less funds holding

Funds holding: 9373 (-20)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

76% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 25

Holders
73
Holders Change
-20
Holders Change %
-21.51%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
18
Reduced
23
Closed
25
Calls
$487K
Puts
$300K
Net Calls
+$187K
Net Calls Change
-$424K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$140K -$891 -1,305 -0.9%
Nomura Holdings
27
Nomura Holdings
Japan
$123K +$32K +46,884 +58%
QOP
28
Quinn Opportunity Partners
Virginia
$86.6K +$41K +60,000 +200%
BCM
29
Bridgeway Capital Management
Texas
$68.3K -$110K -161,600 -69%
Morgan Stanley
30
Morgan Stanley
New York
$58.3K -$844K -1,236,808 -95%
Charles Schwab
31
Charles Schwab
California
$49.2K
KAS
32
Kestra Advisory Services
Texas
$48.1K +$34.1K +50,000 New
Goldman Sachs
33
Goldman Sachs
New York
$39.5K -$233K -341,290 -89%
SEI Investments
34
SEI Investments
Pennsylvania
$36K +$4.14K +6,072 +19%
TDC
35
Thompson Davis & Co
Virginia
$28.9K
HH
36
Hilltop Holdings
Texas
$21.2K
CWM
37
Congress Wealth Management
Massachusetts
$19.3K -$1.36K -2,000 -9%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$19K
EGM
39
Engineers Gate Manager
New York
$17.4K +$1.19K +1,737 +11%
TRCT
40
Tower Research Capital (TRC)
New York
$14.9K -$2.2K -3,226 -17%
Millennium Management
41
Millennium Management
New York
$13.9K -$420K -615,618 -98%
RAM
42
Riggs Asset Management
Pennsylvania
$13.7K
IAA
43
Independent Advisor Alliance
North Carolina
$13.7K +$9.73K +14,250 New
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.8K +$9.08K +13,299 New
Brown Advisory
45
Brown Advisory
Maryland
$12.2K +$8.68K +12,721 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$11.3K -$678 -993 -8%
MAM
47
Marotta Asset Management
Virginia
$10.5K +$7.42K +10,866 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$5K +$1.73K +2,539 +98%
SOW
49
State of Wyoming
Wyoming
$4.15K -$2.55K -3,742 -46%
Comerica Bank
50
Comerica Bank
Texas
$3.67K -$84 -123 -3%

BW Hedge Fund Activity: Q2 2025 in Review

73 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q2 2025, worth a combined $54.1M — up 21% from $44.8M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BW and 6 opened new positions — a net loss of 19 holders — while 23 trimmed existing stakes and 18 added.

The largest buyer was Gendell Jeffrey L, adding an estimated $580K. The largest seller was CastleKnight Management, cutting an estimated $2.34M.

  • 73 institutional investors held Babcock & Wilcox (BW) as of Q2 2025, down from 93 in Q1 2025.
  • Funds reported $54.1M of Babcock & Wilcox stock for Q2 2025, up 21% quarter-over-quarter.
  • 6 funds opened new Babcock & Wilcox positions in Q2 2025 and 25 closed out, a net change of -19 holders.
  • The largest Babcock & Wilcox buyer in Q2 2025 was Gendell Jeffrey L, an estimated $580K added.
  • The largest Babcock & Wilcox seller in Q2 2025 was CastleKnight Management, an estimated $2.34M sold.

Based on aggregated 13F filings for Q2 2025.