We are live on ! Find out more
BWXT icon

BWX Technologies

651 hedge funds and large institutions have $12.6B invested in BWX Technologies in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 203 increasing their positions, 233 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 515 (+10)

162% more call options, than puts

Call options by funds: $203M | Put options by funds: $77.2M

68% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 74

52% more capital invested

Capital invested by funds: $8.29B → $12.6B (+$4.32B)

7% more funds holding

Funds holding: 606651 (+45)

0.34% less ownership

Funds ownership: 96.13%95.79% (-0.34%)

13% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 233

Holders
651
Holders Change
+45
Holders Change %
+7.43%
% of All Funds
8.57%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
124
Increased
203
Reduced
233
Closed
74
Calls
$203M
Puts
$77.2M
Net Calls
+$125M
Net Calls Change
+$76.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
476
Lincoln Capital
Nebraska
$238K -$55K -471 -22%
MWM
477
Modera Wealth Management
New Jersey
$236K +$191K +1,639 New
SWA
478
SFMG Wealth Advisors
Texas
$236K +$191K +1,638 New
TIA
479
Tiemann Investment Advisors
California
$234K +$190K +1,625 New
PCM
480
Penserra Capital Management
California
$233K +$189K +1,620 New
KCM
481
Kanawha Capital Management
Virginia
$232K +$188K +1,613 New
QCM
482
QRG Capital Management
Illinois
$228K +$185K +1,585 New
ACM
483
AlphaStar Capital Management
North Carolina
$223K +$181K +1,551 New
SC
484
Skylands Capital
Wisconsin
$223K -$713K -6,100 -80%
GWM
485
Geneos Wealth Management
Colorado
$222K -$116K -994 -39%
PA
486
Perennial Advisors
New York
$220K +$179K +1,530 New
Allianz Asset Management
487
Allianz Asset Management
Germany
$219K -$398K -3,406 -69%
DA
488
Dover Advisors
Virginia
$219K +$177K +1,517 New
DWG
489
Darden Wealth Group
Michigan
$218K +$176K +1,510 New
SWP
490
Stratos Wealth Partners
Ohio
$217K +$176K +1,507 New
1L
491
10Elms LLP
Oklahoma
$217K
TSWM
492
Tyler-Stone Wealth Management
Ohio
$216K +$175K +1,500 New
CL
493
Choreo LLC
Illinois
$216K +$175K +1,498 New
RFC
494
Regions Financial Corp
Alabama
$214K +$173K +1,485 New
BEI
495
Benjamin Edwards Inc
Missouri
$212K +$172K +1,475 New
PA
496
Parallel Advisors
California
$211K +$6.43K +55 +4%
ECM
497
Evergreen Capital Management
Washington
$210K +$170K +1,459 New
SMH
498
Sanders Morris Harris
Texas
$209K +$169K +1,450 New
AWA
499
Aaron Wealth Advisors
Illinois
$208K +$169K +1,445 New
DC
500
Davenport & Co
Virginia
$206K +$167K +1,433 New

BWXT Hedge Fund Activity: Q2 2025 in Review

651 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q2 2025, worth a combined $12.6B — up 52% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new BWXT positions and 74 closed out — a net gain of 50 holders — while 203 added to existing stakes and 233 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $149M. The largest seller was Demars Financial Group, cutting an estimated $498M.

  • 651 institutional investors held BWX Technologies (BWXT) as of Q2 2025, up from 606 in Q1 2025.
  • Funds reported $12.6B of BWX Technologies stock for Q2 2025, up 52% quarter-over-quarter.
  • 124 funds opened new BWX Technologies positions in Q2 2025 and 74 closed out, a net change of +50 holders.
  • The largest BWX Technologies buyer in Q2 2025 was Artisan Partners, an estimated $149M added.
  • The largest BWX Technologies seller in Q2 2025 was Demars Financial Group, an estimated $498M sold.

Based on aggregated 13F filings for Q2 2025.