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BWX Technologies

606 hedge funds and large institutions have $8.29B invested in BWX Technologies in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 248 increasing their positions, 185 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $83.5M | Put options by funds: $34.7M

34% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 185

24% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 72

2% more funds holding

Funds holding: 596606 (+10)

0.4% less ownership

Funds ownership: 96.53%96.13% (-0.4%)

12% less capital invested

Capital invested by funds: $9.38B → $8.29B (-$1.09B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
+10
Holders Change %
+1.68%
% of All Funds
8.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
89
Increased
248
Reduced
185
Closed
72
Calls
$83.5M
Puts
$34.7M
Net Calls
+$48.8M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$746K -$2.71K -25 -0.3%
BPA
302
Beacon Pointe Advisors
California
$742K +$267K +2,463 +49%
NSEDCP
303
NJ State Employees Deferred Compensation Plan
New Jersey
$740K
A
304
AlphaQuest
New York
$738K +$241K +2,217 +42%
MIM
305
Merrion Investment Management
New Jersey
$737K -$2.17K -20 -0.3%
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$721K -$90.3K -832 -10%
OAM
307
Oppenheimer Asset Management
New York
$717K -$27.5K -253 -3%
MMEA
308
Main Management ETF Advisors
California
$711K +$782K +7,207 New
AAS
309
Avantax Advisory Services
Texas
$704K +$15.3K +141 +2%
SAM
310
Securian Asset Management
Minnesota
$682K
GCM
311
Graham Capital Management
Connecticut
$674K +$741K +6,831 New
ACM
312
Aster Capital Management
United Arab Emirates
$673K +$659K +6,071 +1,522%
AI
313
Atria Investments
North Carolina
$661K +$75K +691 +11%
CFG
314
Cooper Financial Group
California
$648K -$5.1K -47 -0.7%
FB
315
Fulton Bank
Pennsylvania
$646K +$31.5K +290 +5%
PIC
316
Portland Investment Counsel
Ontario, Canada
$641K +$271K +2,500 +63%
GCP
317
GSA Capital Partners
United Kingdom
$637K +$79.3K +731 +13%
VC
318
Veracity Capital
Georgia
$633K -$478K -4,406 -41%
AAM
319
Advisors Asset Management
Colorado
$633K -$23.5K -217 -3%
CIA
320
Concurrent Investment Advisors
Florida
$630K +$118K +1,088 +21%
VWM
321
Venturi Wealth Management
Texas
$613K -$99.5K -917 -13%
PD
322
Point72 (DIFC)
United Arab Emirates
$610K +$214K +1,973 +47%
USAA
323
United Services Automobile Association
Texas
$600K +$656K +6,046 New
IWM
324
Iams Wealth Management
Nebraska
$596K +$171K +1,580 +35%
CFO
325
Callan Family Office
Pennsylvania
$594K -$217 -2 -0%

BWXT Hedge Fund Activity: Q1 2025 in Review

606 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2025, worth a combined $8.29B — down 12% from $9.38B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new BWXT positions and 72 closed out — a net gain of 17 holders — while 248 added to existing stakes and 185 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $80.4M. The largest seller was Wellington Management Group, cutting an estimated $159M.

  • 606 institutional investors held BWX Technologies (BWXT) as of Q1 2025, up from 596 in Q4 2024.
  • Funds reported $8.29B of BWX Technologies stock for Q1 2025, down 12% quarter-over-quarter.
  • 89 funds opened new BWX Technologies positions in Q1 2025 and 72 closed out, a net change of +17 holders.
  • The largest BWX Technologies buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $80.4M added.
  • The largest BWX Technologies seller in Q1 2025 was Wellington Management Group, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2025.