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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
First Manhattan
376
First Manhattan
New York
$355K -$21.7K -200 -5%
HCA
377
Harbour Capital Advisors
Virginia
$354K +$156K +1,435 +63%
CT
378
Chicago Trust
Illinois
$354K +$389K +3,585 New
HWM
379
HB Wealth Management
Georgia
$353K +$388K +3,578 New
CIAS
380
Capital Investment Advisory Services
North Carolina
$342K +$5.43K +50 +1%
WC
381
Wexford Capital
Florida
$340K +$130K +1,195 +53%
LSA
382
Leonteq Securities AG
Switzerland
$336K +$343K +3,164 +1,313%
OHWA
383
Oak Hill Wealth Advisors
Virginia
$330K -$206K -1,900 -36%
CA
384
Clearstead Advisors
Ohio
$330K +$6.84K +63 +2%
GWM
385
Geneos Wealth Management
Colorado
$329K +$152K +1,397 +123%
AG
386
AlTi Global
New York
$327K +$543 +5 +0.2%
CFIA
387
Cantor Fitzgerald Investment Advisors
New York
$326K -$22.8K -210 -6%
IA
388
IFP Advisors
Florida
$325K -$5.1K -47 -1%
SCM
389
Shelton Capital Management
Colorado
$324K -$18K -166 -5%
PTC
390
Petrus Trust Company
Texas
$319K +$351K +3,235 New
DTL
391
Dynamic Technology Lab
Singapore
$319K +$351K +3,231 New
AWM
392
AE Wealth Management
Kansas
$314K +$345K +3,182 New
DAS
393
Diversify Advisory Services
Utah
$312K +$2.6K +24 +0.8%
HSBC Holdings
394
HSBC Holdings
United Kingdom
$312K -$69.4K -640 -17%
FC
395
Farringdon Capital
United Kingdom
$311K +$342K +3,152 New
Fifth Third Bancorp
396
Fifth Third Bancorp
Ohio
$309K +$30.3K +279 +10%
P
397
Pitcairn
Pennsylvania
$307K -$32.6K -300 -9%
TWD
398
True Wealth Design
Ohio
$307K +$108K +993 +47%
DWP
399
Daymark Wealth Partners
Ohio
$306K +$434 +4 +0.1%
CAU
400
Caxton Associates (UK)
$304K +$334K +3,078 New

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.