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BWX Technologies

703 hedge funds and large institutions have $15.8B invested in BWX Technologies in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 226 increasing their positions, 265 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $207M | Put options by funds: $105M

92% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 62

25% more capital invested

Capital invested by funds: $12.6B → $15.8B (+$3.17B)

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

8% more funds holding

Funds holding: 651703 (+52)

2.16% less ownership

Funds ownership: 95.79%93.63% (-2.2%)

15% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 265

Holders
703
Holders Change
+52
Holders Change %
+7.99%
% of All Funds
9.23%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
119
Increased
226
Reduced
265
Closed
62
Calls
$207M
Puts
$105M
Net Calls
+$102M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
676
Clearstead Trust
Maine
$4.24K +$322 +2 +10%
HWA
677
Heartwood Wealth Advisors
Virginia
$3.87K +$3.38K +21 New
SC
678
Swan Capital
Florida
$2.98K -$644 -4 -20%
TCOT
679
Trust Company of Toledo
Ohio
$2.95K
PMFA
680
Plante Moran Financial Advisors
Michigan
$2.77K +$2.41K +15 New
BGAI
681
Bruce G. Allen Investments
Colorado
$2.21K
BFS
682
Bare Financial Services
Pennsylvania
$2.03K
IRC
683
Investors Research Corp
Georgia
$1.84K
PWA
684
Physician Wealth Advisors
Utah
$1.84K
SIC
685
SJS Investment Consulting
Ohio
$1.66K
Q1WB
686
Quest 10 Wealth Builders
Virginia
$1.66K +$1.45K +9 New
CH
687
Cromwell Holdings
Wyoming
$1.48K
TIM
688
Tortoise Investment Management
New York
$1.48K +$644 +4 +100%
RWM
689
Rialto Wealth Management
New York
$1.29K +$644 +4 +133%
BHWM
690
Bay Harbor Wealth Management
Maryland
$1.29K +$322 +2 +40%
CCM
691
Cloud Capital Management
Washington
$1K +$1.61K +10 New
HIA
692
HFM Investment Advisors
New Jersey
$922 +$161 +1 +25%
GA
693
Guerra Advisors
Florida
$922 +$804 +5 New
JWM
694
JPL Wealth Management
Colorado
$922 +$804 +5 New
CIAM
695
Caitong International Asset Management
Hong Kong
$553 -$1.93K -12 -80%
AWM
696
Activest Wealth Management
Florida
$553
WCM
697
Westend Capital Management
California
$553
FMP
698
Financial Management Professionals
Texas
$553 +$483 +3 New
BBPWM
699
Blue Bell Private Wealth Management
Pennsylvania
$369 -$8.53K -53 -96%
ACA
700
American Capital Advisory
Idaho
$369