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BWX Technologies

651 hedge funds and large institutions have $12.6B invested in BWX Technologies in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 203 increasing their positions, 233 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 515 (+10)

162% more call options, than puts

Call options by funds: $203M | Put options by funds: $77.2M

68% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 74

52% more capital invested

Capital invested by funds: $8.29B → $12.6B (+$4.32B)

7% more funds holding

Funds holding: 606651 (+45)

0.34% less ownership

Funds ownership: 96.13%95.79% (-0.34%)

13% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 233

Holders
651
Holders Change
+45
Holders Change %
+7.43%
% of All Funds
8.57%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
124
Increased
203
Reduced
233
Closed
74
Calls
$203M
Puts
$77.2M
Net Calls
+$125M
Net Calls Change
+$76.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
326
Venturi Wealth Management
Texas
$847K -$39K -334 -5%
OAM
327
Oppenheimer Asset Management
New York
$846K -$163K -1,396 -19%
ATC
328
Argent Trust Co
Tennessee
$839K -$15.4K -132 -2%
Corient Private Wealth
329
Corient Private Wealth
Florida
$838K +$935 +8 +0.1%
CM
330
CastleKnight Management
New York
$821K -$479K -4,100 -42%
FB
331
Fulton Bank
Pennsylvania
$806K -$111K -952 -15%
WWM
332
Western Wealth Management
Colorado
$799K +$368K +3,153 +132%
IWM
333
Iams Wealth Management
Nebraska
$797K -$59.4K -508 -8%
AG
334
AlTi Global
New York
$796K +$289K +2,471 +75%
Toronto Dominion Bank
335
Toronto Dominion Bank
Ontario, Canada
$788K +$117K +1,000 +22%
Verition Fund Management
336
Verition Fund Management
Connecticut
$778K -$3.22M -27,536 -84%
EF
337
Empowered Funds
Pennsylvania
$775K +$109K +937 +21%
FRM
338
Fox Run Management
Connecticut
$766K -$1.16M -9,945 -65%
QCG
339
Quadrant Capital Group
Ohio
$753K +$526K +4,504 +625%
USCWA
340
U.S. Capital Wealth Advisors
Texas
$749K +$608K +5,201 New
SCM
341
Sterling Capital Management
North Carolina
$743K +$124K +1,063 +26%
CFG
342
Cooper Financial Group
California
$734K -$173K -1,478 -22%
WJWM
343
Williams Jones Wealth Management
New York
$729K
IMRF
344
Illinois Municipal Retirement Fund
Illinois
$718K -$1.06M -9,033 -64%
VFA
345
Valeo Financial Advisors
Indiana
$718K +$55.4K +474 +11%
STA
346
Summit Trail Advisors
New York
$714K +$579K +4,953 New
URS
347
Utah Retirement Systems
Utah
$695K -$9.11K -78 -2%
MML Investors Services
348
MML Investors Services
Massachusetts
$691K +$6.31K +54 +1%
Mackenzie Financial
349
Mackenzie Financial
Ontario, Canada
$688K -$21.6K -185 -4%
CGH
350
Crossmark Global Holdings
Texas
$680K -$107K -913 -16%

BWXT Hedge Fund Activity: Q2 2025 in Review

651 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q2 2025, worth a combined $12.6B — up 52% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new BWXT positions and 74 closed out — a net gain of 50 holders — while 203 added to existing stakes and 233 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $149M. The largest seller was Demars Financial Group, cutting an estimated $498M.

  • 651 institutional investors held BWX Technologies (BWXT) as of Q2 2025, up from 606 in Q1 2025.
  • Funds reported $12.6B of BWX Technologies stock for Q2 2025, up 52% quarter-over-quarter.
  • 124 funds opened new BWX Technologies positions in Q2 2025 and 74 closed out, a net change of +50 holders.
  • The largest BWX Technologies buyer in Q2 2025 was Artisan Partners, an estimated $149M added.
  • The largest BWX Technologies seller in Q2 2025 was Demars Financial Group, an estimated $498M sold.

Based on aggregated 13F filings for Q2 2025.