BWXT icon

BWX Technologies

752 hedge funds and large institutions have $14.6B invested in BWX Technologies in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 242 increasing their positions, 263 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.29% less ownership

Funds ownership: 93.62%92.33% (-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
752
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$450M
Puts
$102M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
376
Venturi Wealth Management
Texas
$790K
SCM
377
Sterling Capital Management
North Carolina
$790K
DA
378
Doliver Advisors
Texas
$786K
MSRPS
379
Maryland State Retirement & Pension System
Maryland
$786K
KPPF
380
Klein Pavlis & Peasley Financial
California
$783K
AS
381
Altshuler Shaham
Israel
$781K
TCM
382
Tran Capital Management
California
$779K
CFG
383
Cooper Financial Group
California
$775K
GS
384
GTS Securities
New York
$759K
RF
385
Rossby Financial
Florida
$759K
IWM
386
Iams Wealth Management
Nebraska
$753K
BCV
387
Banque Cantonale Vaudoise
Switzerland
$751K
SFS
388
Sowell Financial Services
Arkansas
$745K
CAS
389
Coppell Advisory Solutions
Texas
$739K
KAS
390
Kestra Advisory Services
Texas
$729K
CCC
391
Chesapeake Capital Corp
Florida
$729K
OC
392
Oppenheimer & Co
New York
$717K
PFA
393
Petra Financial Advisors
Colorado
$713K
KIA
394
Knollwood Investment Advisory
Maryland
$703K
CGH
395
Crossmark Global Holdings
Texas
$694K
MIH
396
Meitav Investment House
Israel
$691K
Vontobel Holding
397
Vontobel Holding
Switzerland
$690K
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$677K
CAU
399
Caxton Associates (UK)
$675K
GIM
400
Goelzer Investment Management
Indiana
$670K