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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
CPG
626
Cornerstone Planning Group
New Jersey
$4.01K -$12.7K -109 -83%
PPC
627
Park Place Capital
Alabama
$3.93K
CT
628
Clearstead Trust
Maine
$3.03K +$2.45K +21 New
SC
629
Swan Capital
Florida
$2.9K -$1.17K -10 -33%
Kayne Anderson Rudnick Investment Management
630
Kayne Anderson Rudnick Investment Management
California
$2.59K +$2.1K +18 New
TCOT
631
Trust Company of Toledo
Ohio
$2.31K +$1.87K +16 New
CIAM
632
Caitong International Asset Management
Hong Kong
$2.16K -$44.9K -384 -96%
HI
633
Horizon Investments
North Carolina
$1.87K
BGAI
634
Bruce G. Allen Investments
Colorado
$1.73K
BFS
635
Bare Financial Services
Pennsylvania
$1.58K
RAM
636
Riggs Asset Management
Pennsylvania
$1.58K
IRC
637
Investors Research Corp
Georgia
$1.44K
PWA
638
Physician Wealth Advisors
Utah
$1.44K +$1.17K +10 New
SIC
639
SJS Investment Consulting
Ohio
$1.3K -$701 -6 -40%
CH
640
Cromwell Holdings
Wyoming
$1.15K
WCM
641
WealthTrak Capital Management
Virginia
$721
BHWM
642
Bay Harbor Wealth Management
Maryland
$720 +$234 +2 +67%
RCM
643
Raleigh Capital Management
North Carolina
$577 +$467 +4 New
HIA
644
HFM Investment Advisors
New Jersey
$576 +$234 +2 +100%
TIM
645
Tortoise Investment Management
New York
$576 +$467 +4 New
RWM
646
Rialto Wealth Management
New York
$433 +$350 +3 New
AWM
647
Activest Wealth Management
Florida
$432
WCM
648
Westend Capital Management
California
$432
ACA
649
American Capital Advisory
Idaho
$289
MCM
650
Manchester Capital Management
Vermont
$289

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.