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BWX Technologies

758 hedge funds and large institutions have $14.6B invested in BWX Technologies in 2025 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 242 increasing their positions, 265 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more call options, than puts

Call options by funds: $450M | Put options by funds: $102M

96% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 71

8% more funds holding

Funds holding: 703758 (+55)

9% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 265

1.29% less ownership

Funds ownership: 93.63%92.34% (-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
758
Holders Change
+55
Holders Change %
+7.82%
% of All Funds
9.22%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.12%
New
139
Increased
242
Reduced
265
Closed
71
Calls
$450M
Puts
$102M
Net Calls
+$348M
Net Calls Change
+$247M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
426
Global Retirement Partners
California
$549K +$445K +2,373 +295%
CCM
427
Coldstream Capital Management
Washington
$539K -$75.4K -402 -11%
TWD
428
True Wealth Design
Ohio
$535K -$188 -1 -0%
SCM
429
Shelton Capital Management
Colorado
$535K -$35.8K -191 -6%
AWM
430
Axxcess Wealth Management
California
$534K -$432K -2,305 -43%
ARC
431
Advisor Resource Council
Texas
$527K +$479K +2,556 New
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$523K +$60.4K +322 +12%
PA
433
Perennial Advisors
New York
$523K +$39.4K +210 +7%
HWM
434
HB Wealth Management
Georgia
$519K -$28.3K -151 -5%
OA
435
Oak Associates
Ohio
$519K
BCM
436
Brookmont Capital Management
Texas
$518K -$24.2K -129 -4%
IF
437
Intrua Financial
Texas
$516K +$85.3K +455 +18%
GAM
438
Grandview Asset Management
Pennsylvania
$503K +$141K +750 +35%
CIBC Asset Management
439
CIBC Asset Management
Ontario, Canada
$494K
Northwestern Mutual Wealth Management
440
Northwestern Mutual Wealth Management
Wisconsin
$490K +$181K +966 +52%
PAG
441
Private Advisor Group
New Jersey
$481K +$9.75K +52 +2%
MFG
442
Merit Financial Group
Georgia
$478K -$46K -245 -8%
AA
443
ALPS Advisors
Colorado
$472K +$3.75K +20 +0.7%
BBHC
444
Brown Brothers Harriman & Co
New York
$468K
GI
445
GAMMA Investing
California
$459K +$23.6K +126 +5%
HKAM
446
Horizon Kinetics Asset Management
New York
$458K
SCP
447
Stamos Capital Partners
California
$454K -$47.6K -254 -9%
GC
448
Guggenheim Capital
Illinois
$449K +$10.3K +55 +2%
GA
449
GoalVest Advisory
New York
$448K
FFA
450
Farther Finance Advisors
California
$445K -$36.4K -194 -7%