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BWX Technologies
BWXT

Overview Fund Activity

648 hedge funds and large institutions have $12.6B invested in BWX Technologies in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 202 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+45
Holders Change %
+7.46%
% of All Funds
8.68%
Holding in Top 10
15
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
123
Increased
202
Reduced
232
Closed
72
Calls
$203M
Puts
$77.2M
Net Calls
+$125M
Net Calls Change
+$76.7M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$184M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$184M
3
Invesco
Invesco
Georgia
+$133M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$132M
5
BlackRock
BlackRock
New York
+$107M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$614M
2
Citadel Advisors
Citadel Advisors
Florida
-$69.1M
3
Marshall Wace
Marshall Wace
United Kingdom
-$62M
4
DKCM
Davidson Kempner Capital Management
New York
-$45M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$44.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
576
JFS Wealth Advisors
Pennsylvania
$15.8K -$144 -1 -0.9%
SAM
577
Smartleaf Asset Management
Massachusetts
$15.2K -$17.5K -122 -54%
VWA
578
Valued Wealth Advisors
Utah
$14.6K – – –
BCWM
579
Bartlett & Co Wealth Management
Ohio
$14.4K – – –
GWP
580
Gen-Wealth Partners
Michigan
$14.4K – – –
SNB
581
Security National Bank
Nebraska
$14.4K – – –
TH
582
TCTC Holdings
Texas
$13.5K -$15.8K -110 -54%
TPWA
583
Twin Peaks Wealth Advisors
California
$12.6K +$12.6K +70 New
KIM
584
Kestra Investment Management
Texas
$12.2K +$4.1K +36 +51%
LWANC
585
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K +$11.9K +1,717 +14,308%
CFO
586
CVA Family Office
Colorado
$11.5K – – –
SHF
587
Safe Harbor Fiduciary
Florida
$11.5K +$11.5K +80 New
DJSG
588
D.J. St. Germain
Massachusetts
$11.1K – – –
BWL
589
Bogart Wealth LLC
Virginia
$11K +$722 +5 +7%
AWM
590
AllSquare Wealth Management
New York
$10.9K – – –
LFG
591
Larson Financial Group
Missouri
$10.9K +$4.47K +31 +69%
BIA
592
Bell Investment Advisors
California
$10.8K – – –
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$10.8K +$1.59K +11 +17%
HWM
594
Hemington Wealth Management
Virginia
$10K +$2.13K +16 +27%
FFO
595
Fortitude Family Office
Arizona
$9.94K +$2.59K +18 +35%
OP
596
ORG Partners
Indiana
$9.82K +$7.02K +50 +250%
BAM
597
Bellevue Asset Management
Washington
$9.36K – – –
WA
598
Whipplewood Advisors
Colorado
$9.08K +$6.77K +47 +294%
CWA
599
Carolina Wealth Advisors
South Carolina
$8.93K – – –
NC
600
NewSquare Capital
Pennsylvania
$8.79K +$864 +6 +11%
22 23
24
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