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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
EWA
576
EverSource Wealth Advisors
Alabama
$17.2K +$11.1K +95 +396%
GRP
577
Global Retirement Partners
California
$17.1K +$13.9K +119 New
CIM
578
Contravisory Investment Management
Massachusetts
$17K -$3.15K -27 -19%
APW
579
Aventura Private Wealth
Florida
$16.9K +$1.99K +17 +17%
JWA
580
JFS Wealth Advisors
Pennsylvania
$15.8K -$117 -1 -0.9%
SAM
581
Smartleaf Asset Management
Massachusetts
$15.2K -$14.3K -122 -54%
VWA
582
Valued Wealth Advisors
Utah
$14.6K
BCWM
583
Bartlett & Co Wealth Management
Ohio
$14.4K
GWP
584
Gen-Wealth Partners
Michigan
$14.4K
SNB
585
Security National Bank
Nebraska
$14.4K
TH
586
TCTC Holdings
Texas
$13.5K -$12.9K -110 -54%
TPWA
587
Twin Peaks Wealth Advisors
California
$12.6K +$8.18K +70 New
KIM
588
Kestra Investment Management
Texas
$12.2K +$4.21K +36 +51%
CFO
589
CVA Family Office
Colorado
$11.5K
SHF
590
Safe Harbor Fiduciary
Florida
$11.5K +$9.35K +80 New
DJSG
591
D.J. St. Germain
Massachusetts
$11.1K
BWL
592
Bogart Wealth LLC
Virginia
$11K +$584 +5 +7%
AWM
593
AllSquare Wealth Management
New York
$10.9K
LFG
594
Larson Financial Group
Missouri
$10.9K +$3.62K +31 +69%
BIA
595
Bell Investment Advisors
California
$10.8K
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$10.8K +$1.28K +11 +17%
HWM
597
Hemington Wealth Management
Virginia
$10K +$1.87K +16 +27%
FFO
598
Fortitude Family Office
Arizona
$9.94K +$2.1K +18 +35%
OP
599
ORG Partners
Indiana
$9.82K +$5.84K +50 +250%
BAM
600
Bellevue Asset Management
Washington
$9.36K

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.