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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
TWD
426
True Wealth Design
Ohio
$535K
SCM
427
Shelton Capital Management
Colorado
$535K
AWM
428
Axxcess Wealth Management
California
$534K
ARC
429
Advisor Resource Council
Texas
$527K
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$523K
PA
431
Perennial Advisors
New York
$523K
HWM
432
HB Wealth Management
Georgia
$519K
OA
433
Oak Associates
Ohio
$519K
BCM
434
Brookmont Capital Management
Texas
$518K
IF
435
Intrua Financial
Texas
$516K
GAM
436
Grandview Asset Management
Pennsylvania
$503K
CIBC Asset Management
437
CIBC Asset Management
Ontario, Canada
$494K
Northwestern Mutual Wealth Management
438
Northwestern Mutual Wealth Management
Wisconsin
$490K
PAG
439
Private Advisor Group
New Jersey
$481K
MFG
440
Merit Financial Group
Georgia
$478K
AA
441
ALPS Advisors
Colorado
$472K
BBHC
442
Brown Brothers Harriman & Co
New York
$468K
GI
443
GAMMA Investing
California
$459K
HKAM
444
Horizon Kinetics Asset Management
New York
$458K
SCP
445
Stamos Capital Partners
California
$454K
GC
446
Guggenheim Capital
Illinois
$449K
GA
447
GoalVest Advisory
New York
$448K
FFA
448
Farther Finance Advisors
California
$445K
HW
449
Hancock Whitney
Mississippi
$443K
HIG
450
Heritage Investment Group
Florida
$441K