We are live on ! Find out more
BWXT icon

BWX Technologies

758 hedge funds and large institutions have $14.6B invested in BWX Technologies in 2025 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 242 increasing their positions, 265 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more call options, than puts

Call options by funds: $450M | Put options by funds: $102M

96% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 71

8% more funds holding

Funds holding: 703758 (+55)

9% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 265

1.29% less ownership

Funds ownership: 93.63%92.34% (-1.3%)

7% less capital invested

Capital invested by funds: $15.8B → $14.6B (-$1.17B)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
758
Holders Change
+55
Holders Change %
+7.82%
% of All Funds
9.22%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.12%
New
139
Increased
242
Reduced
265
Closed
71
Calls
$450M
Puts
$102M
Net Calls
+$348M
Net Calls Change
+$247M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
351
AlTi Global
New York
$1.02M +$16.9K +90 +2%
ODE
352
O'Domhnaill Enterprises
Wyoming
$997K +$1.08M +5,767 New
MML Investors Services
353
MML Investors Services
Massachusetts
$991K -$332K -1,770 -24%
VIM
354
VELA Investment Management
Ohio
$984K -$1.5M -8,006 -58%
QCG
355
Quadrant Capital Group
Ohio
$957K +$27.4K +146 +3%
SRA
356
Secured Retirement Advisors
Minnesota
$955K -$412K -2,197 -28%
KWA
357
Kingswood Wealth Advisors
California
$945K +$1.03M +5,466 New
OAM
358
Oppenheimer Asset Management
New York
$942K +$10.1K +54 +1%
Verition Fund Management
359
Verition Fund Management
Connecticut
$933K -$672K -3,580 -40%
LWAM
360
Legacy Wealth Asset Management
Minnesota
$924K -$475K -2,532 -32%
PAS
361
Park Avenue Securities
New York
$918K +$232K +1,235 +30%
VFA
362
Valeo Financial Advisors
Indiana
$910K -$36.6K -195 -4%
CCFM
363
Clear Creek Financial Management
Washington
$878K +$224K +1,192 +31%
VAS
364
Vestmark Advisory Solutions
Massachusetts
$877K +$952K +5,073 New
WJWM
365
Williams Jones Wealth Management
New York
$874K
DAS
366
Diversify Advisory Services
Utah
$860K +$72.4K +386 +11%
BHCM
367
Brevan Howard Capital Management
Jersey
$854K -$2.47M -13,182 -73%
MAM
368
Meeder Asset Management
Ohio
$840K -$475K -2,530 -34%
PCM
369
Permanent Capital Management
Illinois
$836K -$274K -1,462 -23%
URS
370
Utah Retirement Systems
Utah
$833K
FM
371
Freemont Management
Switzerland
$830K +$600K +3,200 +200%
YMRC
372
Yorktown Management & Research Company
Virginia
$812K
TMC
373
Themes Management Co
Connecticut
$812K +$881K +4,696 New
HP
374
Havemeyer Place
Connecticut
$803K +$872K +4,647 New
CB
375
Commerce Bank
Missouri
$796K +$484K +2,580 +127%