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BWX Technologies

747 hedge funds and large institutions have $14.6B invested in BWX Technologies in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 239 increasing their positions, 262 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.31% less ownership

Funds ownership: 93.62%92.3% (-1.3%)

7% less capital invested

Capital invested by funds: $15.8B → $14.6B (-$1.18B)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
747
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$450M
Puts
$102M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
626
Caption Management
Oklahoma
$43.2K
IPS
627
Investors Portfolio Services
Washington
$42.8K
RFP
628
Root Financial Partners
California
$42.3K
VWM
629
Vermillion Wealth Management
Minnesota
$41K
UOTTAIMCU
630
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$40.6K
QC
631
Quent Capital
New York
$39.9K
OP
632
ORG Partners
Indiana
$39.9K
CAL
633
Capital Advisors Ltd
Ohio
$39K
RA
634
Ransom Advisory
Rhode Island
$38K
PP
635
PFS Partners
New Jersey
$37.5K
RWS
636
Retirement Wealth Solutions
Wisconsin
$37K
HCM
637
Hollencrest Capital Management
California
$36K
TAM
638
Tucker Asset Management
Colorado
$35.6K
WOSD
639
WFA of San Diego
California
$34.6K
C
640
Covestor
United Kingdom
$33K
HPC
641
HM Payson & Co
Maine
$32.8K
MCM
642
MV Capital Management
Maryland
$32.1K
CFD
643
Creative Financial Designs
Indiana
$30.2K
APW
644
Aventura Private Wealth
Florida
$28.7K
DPW
645
DiNuzzo Private Wealth
Pennsylvania
$27.8K
CAM
646
Close Asset Management
United Kingdom
$26K
CT
647
Colonial Trust
South Carolina
$24.5K
RCM
648
Richardson Capital Management
Wisconsin
$23.3K
JWA
649
JFS Wealth Advisors
Pennsylvania
$22.5K
EAM
650
Erste Asset Management
Austria
$21.6K