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BWX Technologies

606 hedge funds and large institutions have $8.29B invested in BWX Technologies in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 248 increasing their positions, 185 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $83.5M | Put options by funds: $34.7M

34% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 185

24% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 72

2% more funds holding

Funds holding: 596606 (+10)

0.4% less ownership

Funds ownership: 96.53%96.13% (-0.4%)

12% less capital invested

Capital invested by funds: $9.38B → $8.29B (-$1.09B)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
606
Holders Change
+10
Holders Change %
+1.68%
% of All Funds
8.12%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
89
Increased
248
Reduced
185
Closed
72
Calls
$83.5M
Puts
$34.7M
Net Calls
+$48.8M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$945M +$24.1M +222,241 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$928M +$20.9M +192,363 +2%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$444M +$80.4M +741,282 +20%
State Street
4
State Street
Massachusetts
$386M +$14.8M +136,013 +4%
Franklin Resources
5
Franklin Resources
California
$239M +$11.1M +102,268 +4%
SCM
6
Snyder Capital Management
California
$180M -$5.61M -51,674 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$172M +$8.43M +77,726 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$132M -$4.33M -39,921 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$126M +$1.93M +17,782 +1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$120M +$14M +128,791 +12%
First Trust Advisors
11
First Trust Advisors
Illinois
$116M +$28.7M +264,641 +29%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$110M -$2.13M -19,648 -2%
Bessemer Group
13
Bessemer Group
New Jersey
$102M +$1.76M +16,262 +2%
Charles Schwab
14
Charles Schwab
California
$101M -$3.09M -28,450 -3%
WHG
15
Westwood Holdings Group
Texas
$94.6M +$76.6M +705,648 +279%
ClearBridge Investments
16
ClearBridge Investments
New York
$91.8M +$3.43M +31,648 +4%
Morgan Stanley
17
Morgan Stanley
New York
$88M -$1.7M -15,638 -2%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$85.6M -$175K -1,610 -0.2%
Northern Trust
19
Northern Trust
Illinois
$82.1M +$1.9M +17,526 +2%
Bank of America
20
Bank of America
North Carolina
$81.2M +$12.5M +115,186 +16%
AllianceBernstein
21
AllianceBernstein
Tennessee
$80.7M +$2.13M +19,639 +2%
William Blair & Company
22
William Blair & Company
Illinois
$77.2M +$38.9M +358,170 +84%
Mawer Investment Management
23
Mawer Investment Management
Alberta, Canada
$76.8M -$2.63M -24,213 -3%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$72.7M +$1.05M +9,690 +1%
Macquarie Group
25
Macquarie Group
Australia
$69.4M +$35.4M +326,502 +87%

BWXT Hedge Fund Activity: Q1 2025 in Review

606 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BWX Technologies (BWXT) for Q1 2025, worth a combined $8.29B — down 12% from $9.38B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new BWXT positions and 72 closed out — a net gain of 17 holders — while 248 added to existing stakes and 185 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $80.4M. The largest seller was Wellington Management Group, cutting an estimated $159M.

  • 606 institutional investors held BWX Technologies (BWXT) as of Q1 2025, up from 596 in Q4 2024.
  • Funds reported $8.29B of BWX Technologies stock for Q1 2025, down 12% quarter-over-quarter.
  • 89 funds opened new BWX Technologies positions in Q1 2025 and 72 closed out, a net change of +17 holders.
  • The largest BWX Technologies buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $80.4M added.
  • The largest BWX Technologies seller in Q1 2025 was Wellington Management Group, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2025.