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BWX Technologies

823 hedge funds and large institutions have $17.4B invested in BWX Technologies in 2026 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 305 increasing their positions, 238 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $518M | Put options by funds: $107M

104% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 79

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

28% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 238

19% more capital invested

Capital invested by funds: $14.6B → $17.4B (+$2.75B)

9% more funds holding

Funds holding: 758823 (+65)

0.59% more ownership

Funds ownership: 92.34%92.93% (+0.59%)

Holders
823
Holders Change
+65
Holders Change %
+8.58%
% of All Funds
10.14%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
161
Increased
305
Reduced
238
Closed
79
Calls
$518M
Puts
$107M
Net Calls
+$411M
Net Calls Change
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BNA
451
BankChampaign National Association
Illinois
$645K -$41.4K -204 -6%
UCFA
452
United Capital Financial Advisors
Texas
$639K +$635K +3,126 New
TWD
453
True Wealth Design
Ohio
$637K +$4.87K +24 +0.8%
LNWTC
454
Laird Norton Wetherby Trust Company
Washington
$635K -$54.8K -270 -8%
HA
455
Herold Advisors
New York
$631K +$627K +3,088 New
PA
456
Perennial Advisors
New York
$618K
MFG
457
Merit Financial Group
Georgia
$608K +$42.2K +208 +8%
SCM
458
Shelton Capital Management
Colorado
$605K -$27K -133 -4%
GSWM
459
Golden State Wealth Management
California
$604K -$58.9K -290 -9%
GAM
460
Grandview Asset Management
Pennsylvania
$602K -$5.28K -26 -0.9%
CAU
461
Caxton Associates (UK)
$599K -$198K -976 -25%
WWM
462
Whalen Wealth Management
Nevada
$585K +$581K +2,862 New
CIBC Asset Management
463
CIBC Asset Management
Ontario, Canada
$585K
PAG
464
Private Advisor Group
New Jersey
$582K +$13.6K +67 +2%
OMC
465
Old Mission Capital
Illinois
$582K +$578K +2,846 New
BCM
466
Brookmont Capital Management
Texas
$568K -$44.1K -217 -7%
CW
467
CreativeOne Wealth
Kansas
$560K +$67.2K +331 +14%
BBHC
468
Brown Brothers Harriman & Co
New York
$558K +$4.67K +23 +0.8%
HW
469
Hancock Whitney
Mississippi
$552K
ARC
470
Advisor Resource Council
Texas
$547K +$24.2K +119 +5%
A
471
Allianz
Germany
$544K +$32.5K +160 +6%
SCM
472
Sterling Capital Management
North Carolina
$542K -$390K -1,921 -42%
HKAM
473
Horizon Kinetics Asset Management
New York
$541K
NDSIB
474
North Dakota State Investment Board
North Dakota
$539K -$117K -575 -18%
TPM
475
Triasima Portfolio Management
Quebec, Canada
$539K +$231K +1,136 +76%