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Babcock & Wilcox

94 hedge funds and large institutions have $209M invested in Babcock & Wilcox in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

287% more capital invested

Capital invested by funds: $54.1M → $209M (+$155M)

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

29% more funds holding

Funds holding: 7394 (+21)

26% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $1.08M

14.13% more ownership

Funds ownership: 57.09%71.22% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
94
Holders Change
+21
Holders Change %
+28.77%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
24
Reduced
16
Closed
7
Calls
$1.36M
Puts
$1.08M
Net Calls
+$283K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$632K +$385K +217,795 New
PWM
27
Palumbo Wealth Management
New York
$625K +$381K +215,563 New
IIM
28
Ironwood Investment Management
Massachusetts
$613K +$27.1K +15,308 +8%
KAS
29
Kestra Advisory Services
Texas
$602K +$279K +157,510 +315%
Tudor Investment Corp
30
Tudor Investment Corp
Connecticut
$588K
CA
31
CoreCap Advisors
Michigan
$557K -$148K -83,700 -30%
Northern Trust
32
Northern Trust
Illinois
$521K +$60.3K +34,059 +23%
LOAMU
33
Lombard Odier Asset Management (USA)
New York
$505K +$308K +174,250 New
Goldman Sachs
34
Goldman Sachs
New York
$479K +$220K +124,264 +303%
BAM
35
Bastion Asset Management
Canada
$450K +$266K +150,576 New
C
36
Covestor
United Kingdom
$406K +$248K +139,865 New
BCM
37
Bridgeway Capital Management
Texas
$351K +$88.5K +50,000 +70%
Nomura Holdings
38
Nomura Holdings
Japan
$286K -$50.6K -28,610 -22%
TDC
39
Thompson Davis & Co
Virginia
$280K +$118K +66,550 +222%
Invesco
40
Invesco
Georgia
$255K -$159K -89,823 -51%
QOP
41
Quinn Opportunity Partners
Virginia
$232K -$17.7K -10,000 -11%
XT
42
XTX Topco
Cayman Islands
$228K +$139K +78,592 New
Charles Schwab
43
Charles Schwab
California
$148K
Renaissance Technologies
44
Renaissance Technologies
New York
$144K +$88K +49,700 New
SAM
45
Shikiar Asset Management
New York
$138K +$84.1K +47,500 New
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$132K +$57.1K +32,241 +242%
AG
47
Algert Global
California
$102K +$62.5K +35,338 New
SEI Investments
48
SEI Investments
Pennsylvania
$102K -$4.28K -2,418 -6%
Morgan Stanley
49
Morgan Stanley
New York
$96.8K -$48.1K -27,187 -45%
MNA
50
Manning & Napier Advisors
New York
$96.3K +$53.6K +30,291 New

BW Hedge Fund Activity: Q3 2025 in Review

94 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Babcock & Wilcox (BW) for Q3 2025, worth a combined $209M — up 287% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BW positions and 7 closed out — a net gain of 23 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $8.6M. The largest seller was CastleKnight Management, cutting an estimated $3.03M.

  • 94 institutional investors held Babcock & Wilcox (BW) as of Q3 2025, up from 73 in Q2 2025.
  • Funds reported $209M of Babcock & Wilcox stock for Q3 2025, up 287% quarter-over-quarter.
  • 30 funds opened new Babcock & Wilcox positions in Q3 2025 and 7 closed out, a net change of +23 holders.
  • The largest Babcock & Wilcox buyer in Q3 2025 was Legal & General Group, an estimated $8.6M added.
  • The largest Babcock & Wilcox seller in Q3 2025 was CastleKnight Management, an estimated $3.03M sold.

Based on aggregated 13F filings for Q3 2025.