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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
Jones Financial Companies
51
Jones Financial Companies
Missouri
$3.01K
Osaic Holdings
52
Osaic Holdings
Arizona
$2.47K +$48 +70 +3%
Wells Fargo
53
Wells Fargo
California
$2.43K
RDFA
54
Ritter Daniher Financial Advisory
Ohio
$963
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$809 -$21K -30,746 -97%
Bank of America
56
Bank of America
North Carolina
$661 -$209K -306,331 -100%
RIL
57
Rothschild Investment LLC
Illinois
$625
FFO
58
Fortitude Family Office
Arizona
$589 +$418 +612 New
AIM
59
Anchor Investment Management
South Carolina
$481
JP Morgan Chase
60
JP Morgan Chase
New York
$256 -$551K -806,854 -100%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$148
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144
Raymond James Financial
63
Raymond James Financial
Florida
$102 -$11.7K -17,090 -99%
Barclays
64
Barclays
United Kingdom
$97 -$37.4K -54,723 -100%
IHWM
65
Iron Horse Wealth Management
Iowa
$96
FGA
66
Fortis Group Advisors
New Jersey
$29
Citigroup
67
Citigroup
New York
$28
PFBT
68
Parkside Financial Bank & Trust
Missouri
$7
HCM
69
Hollencrest Capital Management
California
$4
AWM
70
AllSquare Wealth Management
New York
$3
HNB
71
Huntington National Bank
Ohio
$1
MCM
72
MAI Capital Management
Ohio
$1
Russell Investments Group
73
Russell Investments Group
United Kingdom
-$1.16M -1,724,713 Closed
HA
74
Heartland Advisors
Wisconsin
-$949K -1,411,000 Closed
Boston Partners
75
Boston Partners
Massachusetts
-$274K -406,945 Closed

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.