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BWX Technologies

651 hedge funds and large institutions have $12.6B invested in BWX Technologies in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 203 increasing their positions, 233 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 515 (+10)

162% more call options, than puts

Call options by funds: $203M | Put options by funds: $77.2M

68% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 74

52% more capital invested

Capital invested by funds: $8.29B → $12.6B (+$4.32B)

7% more funds holding

Funds holding: 606651 (+45)

0.34% less ownership

Funds ownership: 96.13%95.79% (-0.34%)

13% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 233

Holders
651
Holders Change
+45
Holders Change %
+7.43%
% of All Funds
8.57%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
124
Increased
203
Reduced
233
Closed
74
Calls
$203M
Puts
$77.2M
Net Calls
+$125M
Net Calls Change
+$76.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
401
Daymark Wealth Partners
Ohio
$447K
Susquehanna International Group
402
Susquehanna International Group
Pennsylvania
$446K +$36.8K +315 +11%
TWD
403
True Wealth Design
Ohio
$446K -$1.64K -14 -0.5%
BCM
404
Brookmont Capital Management
Texas
$446K +$8.06K +69 +2%
AS
405
Altshuler Shaham
Israel
$440K +$124K +1,060 +53%
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$435K -$13.3K -114 -4%
OA
407
Oak Associates
Ohio
$432K
PCM
408
Prelude Capital Management
New York
$432K +$350K +3,000 New
CIBC World Market
409
CIBC World Market
Ontario, Canada
$431K +$77.3K +662 +28%
JSL
410
JT Stratford LLC
Georgia
$422K +$8.41K +72 +3%
MCM
411
MAI Capital Management
Ohio
$412K +$17.1K +146 +5%
CIBC Asset Management
412
CIBC Asset Management
Ontario, Canada
$412K
BWP
413
Baldwin Wealth Partners
Massachusetts
$411K +$333K +2,850 New
FTUS
414
Flow Traders U.S.
New York
$404K +$328K +2,806 New
KAS
415
Kestra Advisory Services
Texas
$402K -$4.09K -35 -1%
BBHC
416
Brown Brothers Harriman & Co
New York
$390K
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$389K +$19K +163 +6%
PM
418
Phraction Management
Connecticut
$389K
SAM
419
Shell Asset Management
Netherlands
$385K +$79.7K +682 +34%
HKAM
420
Horizon Kinetics Asset Management
New York
$384K
TWM
421
TCFG Wealth Management
California
$380K -$954K -8,162 -76%
IA
422
IFP Advisors
Florida
$377K -$134K -1,143 -35%
GA
423
GoalVest Advisory
New York
$373K +$303K +2,590 New
MI
424
Moneywise Inc
Virginia
$373K
GC
425
Guggenheim Capital
Illinois
$368K -$25.5K -218 -8%

BWXT Hedge Fund Activity: Q2 2025 in Review

651 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q2 2025, worth a combined $12.6B — up 52% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new BWXT positions and 74 closed out — a net gain of 50 holders — while 203 added to existing stakes and 233 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $149M. The largest seller was Demars Financial Group, cutting an estimated $498M.

  • 651 institutional investors held BWX Technologies (BWXT) as of Q2 2025, up from 606 in Q1 2025.
  • Funds reported $12.6B of BWX Technologies stock for Q2 2025, up 52% quarter-over-quarter.
  • 124 funds opened new BWX Technologies positions in Q2 2025 and 74 closed out, a net change of +50 holders.
  • The largest BWX Technologies buyer in Q2 2025 was Artisan Partners, an estimated $149M added.
  • The largest BWX Technologies seller in Q2 2025 was Demars Financial Group, an estimated $498M sold.

Based on aggregated 13F filings for Q2 2025.