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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
DJSG
551
D.J. St. Germain
Massachusetts
$7.6K
AWM
552
AllSquare Wealth Management
New York
$7.5K
BIA
553
Bell Investment Advisors
California
$7.4K
LWCFA
554
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.12K +$7.38K +68 New
BWL
555
Bogart Wealth LLC
Virginia
$7.01K
KIM
556
Kestra Investment Management
Texas
$7K +$7.7K +71 New
CA
557
Continuum Advisory
Idaho
$6.81K +$109 +1 +1%
S
558
Sachetta
Massachusetts
$6.51K
BAM
559
Bellevue Asset Management
Washington
$6.41K
FMII
560
Farmers & Merchants Investments Inc
Nebraska
$6.31K +$3.15K +29 +83%
WA
561
Whipplewood Advisors
Colorado
$6.21K -$5.1K -47 -75%
CWA
562
Carolina Wealth Advisors
South Carolina
$6.12K
RCA
563
Runnymede Capital Advisors
Ohio
$6.12K
HIMS
564
Hager Investment Management Services
New Hampshire
$5.92K
WTC
565
WhitTier Trust Company
Nevada
$5.92K
DI
566
DAGCO Inc
Ohio
$5.92K +$6.51K +60 New
TCOV
567
Trust Company of Vermont
Vermont
$5.72K
NC
568
NewSquare Capital
Pennsylvania
$5.43K -$326 -3 -5%
FFO
569
Fortitude Family Office
Arizona
$5.03K
HWM
570
Hemington Wealth Management
Virginia
$5K +$2.06K +19 +48%
MSG
571
Main Street Group
Virginia
$4.95K +$5.53K +51 New
MHR
572
Matthew Hamilton Rosenberg
$4.93K
PSFG
573
Park Square Financial Group
Georgia
$4.93K
CFD
574
Creative Financial Designs
Indiana
$4.93K +$5.43K +50 New
LFA
575
LGT Financial Advisors
Texas
$4.8K -$41.7K -384 -89%

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.