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BWX Technologies

823 hedge funds and large institutions have $17.4B invested in BWX Technologies in 2026 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 305 increasing their positions, 238 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $518M | Put options by funds: $107M

104% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 79

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

28% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 238

19% more capital invested

Capital invested by funds: $14.6B → $17.4B (+$2.75B)

9% more funds holding

Funds holding: 758823 (+65)

0.59% more ownership

Funds ownership: 92.34%92.93% (+0.59%)

Holders
823
Holders Change
+65
Holders Change %
+8.58%
% of All Funds
10.14%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
161
Increased
305
Reduced
238
Closed
79
Calls
$518M
Puts
$107M
Net Calls
+$411M
Net Calls Change
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
376
Diversify Wealth Management
Utah
$1.1M +$1.07M +5,273 New
LWAM
377
Legacy Wealth Asset Management
Minnesota
$1.09M +$1.83K +9 +0.2%
VFA
378
Valeo Financial Advisors
Indiana
$1.09M +$16.4K +81 +2%
JFG
379
Jefferies Financial Group
New York
$1.09M +$740K +3,642 +214%
VWM
380
Venturi Wealth Management
Texas
$1.09M +$154K +757 +17%
HCA
381
Harbor Capital Advisors
Illinois
$1.08M -$590K -2,903 -35%
NICM
382
Neo Ivy Capital Management
New York
$1.06M +$1.05M +5,173 New
AS
383
Altshuler Shaham
Israel
$1.05M +$127K +624 +14%
DB
384
Danske Bank
Denmark
$1.05M +$534K +2,631 +105%
WJWM
385
Williams Jones Wealth Management
New York
$1.03M
QCM
386
Qsemble Capital Management
New York
$1.03M -$885K -4,359 -46%
VAS
387
Vestmark Advisory Solutions
Massachusetts
$1.03M -$6.09K -30 -0.6%
CCM
388
Coldstream Capital Management
Washington
$1.03M +$389K +1,914 +61%
ACM
389
Arosa Capital Management
Florida
$1.02M -$3.05M -15,000 -75%
RF
390
Rossby Financial
Florida
$1.01M +$76.2K +375 +9%
LP
391
Longaeva Partners
Illinois
$1M +$997K +4,909 New
OIA
392
OneDigital Investment Advisors
Kansas
$1M -$208K -1,022 -17%
URS
393
Utah Retirement Systems
Utah
$986K
GCM
394
Graham Capital Management
Connecticut
$985K +$635K +3,125 +185%
DWM
395
Dakota Wealth Management
Florida
$975K +$968K +4,769 New
AI
396
Atria Investments
North Carolina
$973K -$313K -1,540 -24%
BIG
397
Brooklyn Investment Group
New York
$962K +$580K +2,858 +155%
YMRC
398
Yorktown Management & Research Company
Virginia
$961K
KPPF
399
Klein Pavlis & Peasley Financial
California
$958K +$31.3K +154 +3%
PEAK6
400
PEAK6
Illinois
$933K +$926K +4,562 New