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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
VWM
376
Venturi Wealth Management
Texas
$790K -$236K -1,257 -22%
SCM
377
Sterling Capital Management
North Carolina
$790K -$18.8K -100 -2%
DA
378
Doliver Advisors
Texas
$786K -$407K -2,170 -32%
MSRPS
379
Maryland State Retirement & Pension System
Maryland
$786K
KPPF
380
Klein Pavlis & Peasley Financial
California
$783K -$804K -4,286 -49%
AS
381
Altshuler Shaham
Israel
$781K +$65.8K +351 +8%
TCM
382
Tran Capital Management
California
$779K +$845K +4,507 New
CFG
383
Cooper Financial Group
California
$775K
GS
384
GTS Securities
New York
$759K +$255K +1,360 +45%
RF
385
Rossby Financial
Florida
$759K -$100K -534 -11%
IWM
386
Iams Wealth Management
Nebraska
$753K -$33.2K -177 -4%
BCV
387
Banque Cantonale Vaudoise
Switzerland
$751K -$331K -1,762 -29%
SFS
388
Sowell Financial Services
Arkansas
$745K +$36.2K +193 +5%
CAS
389
Coppell Advisory Solutions
Texas
$739K +$73.5K +392 +10%
KAS
390
Kestra Advisory Services
Texas
$729K +$91.7K +489 +13%
CCC
391
Chesapeake Capital Corp
Florida
$729K
OC
392
Oppenheimer & Co
New York
$717K -$1.22M -6,514 -61%
PFA
393
Petra Financial Advisors
Colorado
$713K -$11.6K -62 -1%
KIA
394
Knollwood Investment Advisory
Maryland
$703K
CGH
395
Crossmark Global Holdings
Texas
$694K -$6.57K -35 -0.9%
MIH
396
Meitav Investment House
Israel
$691K -$122K -650 -14%
Vontobel Holding
397
Vontobel Holding
Switzerland
$690K -$9.38K -50 -1%
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$677K +$175K +932 +31%
CAU
399
Caxton Associates (UK)
$675K -$10.3M -55,020 -93%
GIM
400
Goelzer Investment Management
Indiana
$670K +$727K +3,876 New