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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
ST
526
Smithfield Trust
Pennsylvania
$16K
DPW
527
DiNuzzo Private Wealth
Pennsylvania
$15.9K
TSMHT
528
Thurston Springer Miller Herd & Titak
Indiana
$15.5K
PPWM
529
PFG Private Wealth Management
Florida
$15.3K +$16.8K +155 New
WA
530
WPG Advisers
Maryland
$14.9K -$3.04K -28 -16%
CIM
531
Contravisory Investment Management
Massachusetts
$14.3K -$6.29K -58 -29%
CT
532
Colonial Trust
South Carolina
$14K
CPG
533
Cornerstone Planning Group
New Jersey
$13.7K +$5.97K +55 +72%
RCM
534
Richardson Capital Management
Wisconsin
$13.3K +$14.6K +135 New
PTC
535
Private Trust Company
Ohio
$12.9K +$13.9K +128 +4,267%
SW
536
SVB Wealth
Massachusetts
$11.5K +$12.7K +117 New
RS
537
Rakuten Securities
Japan
$11.1K -$15.1K -139 -55%
JWA
538
JFS Wealth Advisors
Pennsylvania
$11K +$109 +1 +0.9%
VWA
539
Valued Wealth Advisors
Utah
$9.99K
WWM
540
Wolff Wiese Magana
California
$9.96K
BCWM
541
Bartlett & Co Wealth Management
Ohio
$9.87K
GWP
542
Gen-Wealth Partners
Michigan
$9.87K
SNB
543
Security National Bank
Nebraska
$9.87K
WPA
544
West Paces Advisors
Georgia
$9.87K
APW
545
Aventura Private Wealth
Florida
$9.87K +$5.43K +50 +100%
RMP
546
Richards, Merrill & Peterson
Washington
$9.87K +$10.9K +100 New
Optiver Holding
547
Optiver Holding
Netherlands
$9.47K +$10.4K +96 New
BIG
548
Brooklyn Investment Group
New York
$9.37K +$3.8K +35 +58%
CFO
549
CVA Family Office
Colorado
$7.89K +$543 +5 +7%
TPCW
550
TD Private Client Wealth
New York
$7.7K +$5.21K +48 +160%

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.