We are live on ! Find out more
BWXT icon

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
WA
601
Whipplewood Advisors
Colorado
$9.08K +$5.49K +47 +294%
CWA
602
Carolina Wealth Advisors
South Carolina
$8.93K
NC
603
NewSquare Capital
Pennsylvania
$8.79K +$701 +6 +11%
S
604
Sachetta
Massachusetts
$8.64K -$701 -6 -9%
DI
605
DAGCO Inc
Ohio
$8.64K
HIMS
606
Hager Investment Management Services
New Hampshire
$8.64K
TCOV
607
Trust Company of Vermont
Vermont
$8.36K
WA
608
WPG Advisers
Maryland
$8.07K -$11.1K -95 -63%
BBPWM
609
Blue Bell Private Wealth Management
Pennsylvania
$7.92K +$6.43K +55 New
WB
610
Webster Bank
Connecticut
$7.78K +$6.31K +54 New
MSG
611
Main Street Group
Virginia
$7.24K -$117 -1 -2%
MHR
612
Matthew Hamilton Rosenberg
$7.2K
PSFG
613
Park Square Financial Group
Georgia
$7.2K
SIS
614
Strategic Investment Solutions
Illinois
$7.2K +$5.84K +50 New
LFA
615
LGT Financial Advisors
Texas
$7.03K
KFI
616
Key Financial Inc
Pennsylvania
$6.63K
PFG
617
Putney Financial Group
California
$5.76K
WTC
618
WhitTier Trust Company
Nevada
$5.62K -$2.45K -21 -35%
TPCW
619
TD Private Client Wealth
New York
$5.47K -$4.67K -40 -51%
CW
620
Curio Wealth
Maryland
$4.76K +$3.74K +32 +3,200%
PTC
621
Private Trust Company
Ohio
$4.47K -$11.7K -100 -76%
HNW
622
High Note Wealth
Minnesota
$4.42K
CAM
623
Creekmur Asset Management
Illinois
$4.32K
RIL
624
Rothschild Investment LLC
Illinois
$4.32K +$584 +5 +20%
ACM
625
Accent Capital Management
Ohio
$4.32K +$3.5K +30 New

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.