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BWX Technologies
BWXT

Overview Fund Activity

648 hedge funds and large institutions have $12.6B invested in BWX Technologies in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 202 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+45
Holders Change %
+7.46%
% of All Funds
8.69%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
123
Increased
202
Reduced
232
Closed
72
Calls
$203M
Puts
$77.2M
Net Calls
+$125M
Net Calls Change
+$76.7M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$184M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$184M
3
Invesco
Invesco
Georgia
+$133M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$132M
5
BlackRock
BlackRock
New York
+$107M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$614M
2
Citadel Advisors
Citadel Advisors
Florida
-$69.1M
3
Marshall Wace
Marshall Wace
United Kingdom
-$62M
4
DKCM
Davidson Kempner Capital Management
New York
-$45M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
326
Corient Private Wealth
Florida
$847K +$9.94K +69 +1%
VWM
327
Venturi Wealth Management
Texas
$847K -$48.1K -334 -5%
OAM
328
Oppenheimer Asset Management
New York
$846K -$201K -1,396 -19%
ATC
329
Argent Trust Co
Tennessee
$839K -$19K -132 -2%
CM
330
CastleKnight Management
New York
$821K -$591K -4,100 -42%
FB
331
Fulton Bank
Pennsylvania
$806K -$137K -952 -15%
WWM
332
Western Wealth Management
Colorado
$799K +$454K +3,153 +132%
IWM
333
Iams Wealth Management
Nebraska
$797K -$73.2K -508 -8%
AG
334
AlTi Global
New York
$796K +$340K +2,471 +75%
Toronto Dominion Bank
335
Toronto Dominion Bank
Ontario, Canada
$788K +$144K +1,000 +22%
Verition Fund Management
336
Verition Fund Management
Connecticut
$778K -$3.97M -27,536 -84%
EF
337
Empowered Funds
Pennsylvania
$775K +$135K +937 +21%
FRM
338
Fox Run Management
Connecticut
$766K -$1.43M -9,945 -65%
QCG
339
Quadrant Capital Group
Ohio
$753K +$649K +4,504 +625%
USCWA
340
U.S. Capital Wealth Advisors
Texas
$749K +$749K +5,201 New
SCM
341
Sterling Capital Management
North Carolina
$743K +$153K +1,063 +26%
CFG
342
Cooper Financial Group
California
$734K -$213K -1,478 -22%
WJWM
343
Williams Jones Wealth Management
New York
$729K – – –
IMRF
344
Illinois Municipal Retirement Fund
Illinois
$718K -$1.3M -9,033 -64%
STA
345
Summit Trail Advisors
New York
$714K +$714K +4,953 New
URS
346
Utah Retirement Systems
Utah
$695K -$11.2K -78 -2%
MML Investors Services
347
MML Investors Services
Massachusetts
$691K +$7.78K +54 +1%
Mackenzie Financial
348
Mackenzie Financial
Ontario, Canada
$688K -$26.7K -185 -4%
CGH
349
Crossmark Global Holdings
Texas
$680K -$132K -913 -16%
YMRC
350
Yorktown Management & Research Company
Virginia
$677K – – –
12 13
14
15 16