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BWX Technologies

703 hedge funds and large institutions have $15.8B invested in BWX Technologies in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 226 increasing their positions, 265 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $207M | Put options by funds: $105M

92% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 62

25% more capital invested

Capital invested by funds: $12.6B → $15.8B (+$3.17B)

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

8% more funds holding

Funds holding: 651703 (+52)

2.16% less ownership

Funds ownership: 95.79%93.63% (-2.2%)

15% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 265

Holders
703
Holders Change
+52
Holders Change %
+7.99%
% of All Funds
9.23%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
119
Increased
226
Reduced
265
Closed
62
Calls
$207M
Puts
$105M
Net Calls
+$102M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
401
True Wealth Design
Ohio
$570K
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$564K -$40.4K -251 -8%
GS
403
GTS Securities
New York
$559K +$104K +648 +27%
JSL
404
JT Stratford LLC
Georgia
$558K +$16.1K +100 +3%
MFG
405
Merit Financial Group
Georgia
$555K -$23.5K -146 -5%
OA
406
Oak Associates
Ohio
$553K
CIBC Private Wealth Group
407
CIBC Private Wealth Group
Georgia
$551K +$121K +749 +33%
Alyeska Investment Group
408
Alyeska Investment Group
Illinois
$550K -$82.5M -512,966 -99%
AWM
409
AE Wealth Management
Kansas
$538K -$32.8K -204 -7%
MCM
410
MAI Capital Management
Ohio
$533K +$4.34K +27 +0.9%
SCP
411
Stamos Capital Partners
California
$531K -$217K -1,351 -32%
CIBC Asset Management
412
CIBC Asset Management
Ontario, Canada
$527K
FIC
413
FCG Investment Company
Tennessee
$525K -$251K -1,563 -35%
KeyBank National Association
414
KeyBank National Association
Ohio
$523K -$102K -636 -18%
PA
415
Perennial Advisors
New York
$519K +$207K +1,284 +84%
FFA
416
Farther Finance Advisors
California
$511K +$364K +2,261 +444%
MIM
417
Moseley Investment Management
Florida
$509K +$444K +2,762 New
PAG
418
Private Advisor Group
New Jersey
$503K +$439K +2,728 New
AA
419
ALPS Advisors
Colorado
$500K +$436K +2,710 New
BBHC
420
Brown Brothers Harriman & Co
New York
$499K +$322 +2 +0.1%
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$499K +$322 +2 +0.1%
TWM
422
TCFG Wealth Management
California
$496K +$8.04K +50 +2%
BWCS
423
Beirne Wealth Consulting Services
Connecticut
$489K +$427K +2,652 New
HKAM
424
Horizon Kinetics Asset Management
New York
$488K -$2.9K -18 -0.7%
AC
425
Aristeia Capital
Connecticut
$480K +$419K +2,602 New