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BWX Technologies

606 hedge funds and large institutions have $8.29B invested in BWX Technologies in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 248 increasing their positions, 185 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $83.5M | Put options by funds: $34.7M

34% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 185

24% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 72

2% more funds holding

Funds holding: 596606 (+10)

0.4% less ownership

Funds ownership: 96.53%96.13% (-0.4%)

12% less capital invested

Capital invested by funds: $9.38B → $8.29B (-$1.09B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
+10
Holders Change %
+1.68%
% of All Funds
8.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
89
Increased
248
Reduced
185
Closed
72
Calls
$83.5M
Puts
$34.7M
Net Calls
+$48.8M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
426
Kestra Private Wealth Services
Texas
$246K -$175K -1,613 -39%
BFA
427
Beacon Financial Advisory
Ohio
$244K
HIG
428
Heritage Investment Group
Florida
$237K
WWM
429
Western Wealth Management
Colorado
$236K +$259K +2,391 New
AAP
430
Arax Advisory Partners
Colorado
$236K +$166K +1,532 +179%
FFP
431
FourThought Financial Partners
Florida
$235K
MAM
432
Morse Asset Management
Connecticut
$234K -$10.9K -100 -4%
BC
433
Bridgefront Capital
Texas
$232K -$291K -2,678 -53%
HW
434
Hancock Whitney
Mississippi
$232K +$5.97K +55 +2%
Northwestern Mutual Wealth Management
435
Northwestern Mutual Wealth Management
Wisconsin
$231K +$91.3K +841 +56%
CIBC World Market
436
CIBC World Market
Ontario, Canada
$230K +$253K +2,327 New
CB
437
Commerce Bank
Missouri
$228K +$16.3K +150 +7%
Walleye Capital
438
Walleye Capital
New York
$228K -$1.17M -10,784 -82%
MMG
439
Monetary Management Group
Missouri
$227K +$250K +2,300 New
HH
440
Hilltop Holdings
Texas
$224K +$11.9K +110 +5%
CCFM
441
Clear Creek Financial Management
Washington
$223K +$245K +2,255 New
TRCT
442
Tower Research Capital (TRC)
New York
$222K -$434K -4,003 -64%
PA
443
PharVision Advisers
Florida
$221K +$243K +2,242 New
PA
444
Profund Advisors
Maryland
$220K -$3.36K -31 -1%
MAP
445
Moody Aldrich Partners
Massachusetts
$219K -$344K -3,171 -59%
CWM
446
Congress Wealth Management
Massachusetts
$218K -$4.88K -45 -2%
LC
447
Lincoln Capital
Nebraska
$217K +$18.4K +170 +9%
MYAM
448
Meiji Yasuda Asset Management
Japan
$214K -$8.57K -79 -4%
CC
449
Cadinha & Co
Hawaii
$213K -$6.75M -62,184 -97%
GIA
450
Gateway Investment Advisers
Ohio
$212K +$13.1K +121 +6%

BWXT Hedge Fund Activity: Q1 2025 in Review

606 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2025, worth a combined $8.29B — down 12% from $9.38B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new BWXT positions and 72 closed out — a net gain of 17 holders — while 248 added to existing stakes and 185 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $80.4M. The largest seller was Wellington Management Group, cutting an estimated $159M.

  • 606 institutional investors held BWX Technologies (BWXT) as of Q1 2025, up from 596 in Q4 2024.
  • Funds reported $8.29B of BWX Technologies stock for Q1 2025, down 12% quarter-over-quarter.
  • 89 funds opened new BWX Technologies positions in Q1 2025 and 72 closed out, a net change of +17 holders.
  • The largest BWX Technologies buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $80.4M added.
  • The largest BWX Technologies seller in Q1 2025 was Wellington Management Group, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2025.