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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
KFI
576
Key Financial Inc
Pennsylvania
$4.54K -$38K -350 -88%
LFG
577
Larson Financial Group
Missouri
$4.44K +$4.34K +40 +800%
PFG
578
Putney Financial Group
California
$3.95K
HNW
579
High Note Wealth
Minnesota
$3.02K
SC
580
Swan Capital
Florida
$2.97K +$3.25K +30 New
CAM
581
Creekmur Asset Management
Illinois
$2.96K -$4.88K -45 -60%
PPC
582
Park Place Capital
Alabama
$2.76K
RIL
583
Rothschild Investment LLC
Illinois
$2.47K
EWA
584
EverSource Wealth Advisors
Alabama
$2.38K -$1.3K -12 -33%
FGAM
585
Financial Gravity Asset Management
Texas
$2.17K +$2.39K +22 New
OP
586
ORG Partners
Indiana
$2.01K +$2.17K +20 New
HFS
587
Hantz Financial Services
Michigan
$2K +$2.28K +21 New
SIC
588
SJS Investment Consulting
Ohio
$1.48K
HI
589
Horizon Investments
North Carolina
$1.28K
BGAI
590
Bruce G. Allen Investments
Colorado
$1.18K
LWANC
591
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.18K
RAM
592
Riggs Asset Management
Pennsylvania
$1.09K
BFS
593
Bare Financial Services
Pennsylvania
$1.08K +$1.19K +11 New
IRC
594
Investors Research Corp
Georgia
$987 +$1.08K +10 New
GFPC
595
Global Financial Private Client
Florida
$789 +$434 +4 +100%
CH
596
Cromwell Holdings
Wyoming
$789 +$868 +8 New
MAS
597
MPWM Advisory Solutions
Georgia
$691
WCM
598
WealthTrak Capital Management
Virginia
$494 +$326 +3 +150%
CW
599
Curio Wealth
Maryland
$334 +$109 +1 New
AWM
600
Activest Wealth Management
Florida
$296 +$326 +3 New

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.