BWX Technologies

BWXT • NYSE

BWX Technologies is a aerospace & defense company in the industrials sector on NYSE, led by Rex D. Geveden, with a market cap of $16.0B. As of Q3 2025, 93% of shares are held by 693 institutional investors, with BlackRock, Inc. as the largest holder at 13.49%.

Chief Executive OfficerRex D. Geveden

Market Cap$16.0B

Aerospace & Defense

Industrials

Employees7.8K

Websitebwxt.com

Country

United States of America

Overview

Overview of institutional ownership in BWXT as of Q3 2025 with a market cap of $16.9B

All Institutions

Institutions: 693
Value Held: $15.7B
Shares Held: 85.2M
Avg Position: $22.7M
Median Position: $918.2K

Hedge Funds

Hedge Funds: 60
Value Held: $971.7M
Shares Held: 5.3M
Avg Position: $16.2M
Median Position: $2.9M

Ownership Breakdown

Institutional (non-HF)

87.42%

$14.7B

Hedge Funds

5.77%

$971.7M

Retail & Other

6.82%

$1.1B

Based on market cap of $16.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BWXT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$2.3B 0.04% of portfolio	13.49% 12.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.7B 0.03% of portfolio	10.05% 9.2M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$662.2M 0.02% of portfolio	3.93% 3.6M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$552.4M 0.34% of portfolio	3.28% 3.0M shares	Q3 2022 Held for 3y 2m	$161.58B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$470.0M 0.07% of portfolio	2.79% 2.5M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$406.5M 0.10% of portfolio	2.41% 2.2M shares	≤ Q2 2013 Held for 12y 5m+	$395.36B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$329.7M 0.02% of portfolio	1.96% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
A ALKEON CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	Jennifer Wendy Shufro Managing Partner	$290.9M 1.32% of portfolio	1.73% 1.6M shares	Q2 2025 Held for 5 months	$22.0B
SNYDER CAPITAL MANAGEMENT L P Long Only Manager	Gary Michael Rafferty CFO	$286.7M 5.42% of portfolio	1.70% 1.6M shares	Q3 2015 Held for 10y 2m	$5.3B
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	Brent Walker Gledhill CEO	$231.4M 0.60% of portfolio	1.37% 1.3M shares	Q3 2016 Held for 9y 2m	$38.7B

Net Capital Flow

Institutional buying and selling activity for BWXT in Q3 2025

Traded: −$194.5M
Buyers: 347
Sellers: 322
Total Bought: +$1.7B
Total Sold: −$1.9B
Avg Position: $20.7M

Biggest Buyers

Institution	Net Bought	Current Position
B BlackRock, Inc. Institution	+$370.0M +2.0M shares	$2.3B 12.3M shares
A ALKEON CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	+$180.3M +978.0K shares	$290.9M 1.6M shares
Invesco Ltd. ETF Provider	+$176.4M +956.8K shares	$470.0M 2.5M shares
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	+$164.0M +889.4K shares	$164.0M 889.4K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$76.3M +413.7K shares	$128.2M 695.2K shares
VAN ECK ASSOCIATES CORP ETF Provider	+$57.9M +314.2K shares	$201.9M 1.1M shares
FIRST TRUST ADVISORS LP ETF Provider	+$55.2M +299.4K shares	$231.3M 1.3M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	+$44.1M +239.3K shares	$213.7M 1.2M shares
Select Equity Group, L.P. Hedge Fund•Multi-Strategy	+$42.2M +228.8K shares	$130.4M 707.1K shares
B BLAIR WILLIAM & CO/IL Institution	+$34.6M +187.5K shares	$219.6M 1.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$288.9M −1.6M shares	$552.4M 3.0M shares
WESTWOOD HOLDINGS GROUP INC Institution	−$104.9M −568.7K shares	$15.8M 85.9K shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC Long Only Manager	−$83.2M −451.5K shares	$96.2M 522.0K shares
Copeland Capital Management, LLC Long Only Manager	−$82.4M −446.9K shares	$20.9M 113.1K shares
FMR LLC Institution	−$59.9M −324.9K shares	$181.6M 985.0K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	−$58.4M −317.0K shares	$126.7M 686.9K shares
B BESSEMER GROUP INC Institution	−$49.1M −266.3K shares	$142.5M 772.9K shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	−$48.3M −262.0K shares	$231.4M 1.3M shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$47.9M −259.8K shares	$156.0M 845.9K shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Long Only Manager	−$45.0M −312.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BWXT in Q3 2025

New Positions: 75
New Value: $101.3M
Exited Positions: 64
Exited Value: $253.8M

New Positions

Institution	Position Value
O Owl Creek Asset Management, L.P. Hedge Fund•Multi-Strategy	$31.9M 173.1K shares
AH Lisanti Capital Growth, LLC Long Only Manager	$8.6M 46.4K shares
B BERKSHIRE CAPITAL HOLDINGS INC Institution	$8.1M 43.9K shares
S SOROS CAPITAL MANAGEMENT LLC Institution	$7.1M 38.7K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$4.9M 26.6K shares
SCHMEIDLER A R & CO INC RIA/Wealth	$4.3M 23.5K shares
NEEDHAM INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short	$4.3M 23.5K shares
MOODY LYNN & LIEBERSON, INC. RIA/Wealth	$4.0M 22.0K shares
D De Lisle Partners LLP Institution	$3.3M 18.0K shares
BCJ Capital Management, LLC RIA/Wealth	$2.5M 13.3K shares

Exited Positions

Institution	Previous Position
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Long Only Manager	$45.0M 312.3K shares
Encompass Capital Advisors LLC Hedge Fund•Long/Short	$36.0M 250.0K shares
SEGRA CAPITAL MANAGEMENT, LLC Hedge Fund•Sector	$36.0M 250.0K shares
Marshall Wace LLP Institution	$29.1M 202.3K shares
Davidson Kempner Capital Management LP Hedge Fund•Multi-Strategy	$20.1M 139.8K shares
D Duquesne Family Office LLC Institution	$11.0M 76.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$10.3M 71.6K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$9.2M 63.6K shares
Ceredex Value Advisors LLC Long Only Manager	$7.5M 52.0K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$5.9M 40.8K shares

Options Activity

Institutions with the largest Call and Put options positions in BWXT as of Q3 2025

Call Positions: 19
Call Value: $179.2M
Put Positions: 16
Put Value: $92.9M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$46.0M 2.5K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$34.7M 1.9K contracts
P PEAK6 LLC Institution	$30.7M 1.7K contracts
W WOLVERINE TRADING, LLC Institution	$16.9M 930.0 contracts
C Cubist Systematic Strategies, LLC Institution	$12.0M 649.0 contracts
J JANE STREET GROUP, LLC Institution	$10.8M 584.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$8.8M 477.0 contracts
WELLS FARGO & COMPANY/MN Institution	$4.7M 255.0 contracts
Walleye Trading LLC RIA/Wealth	$4.4M 241.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$3.9M 214.0 contracts

Put Positions

Institution	Position Value
C Cubist Systematic Strategies, LLC Institution	$23.7M 1.3K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$20.2M 1.1K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$15.2M 826.0 contracts
D D. E. Shaw & Co., Inc. Institution	$7.8M 424.0 contracts
P PEAK6 LLC Institution	$5.3M 287.0 contracts
W WOLVERINE TRADING, LLC Institution	$4.6M 254.0 contracts
J JANE STREET GROUP, LLC Institution	$4.3M 234.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$3.9M 210.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$3.2M 174.0 contracts
Walleye Trading LLC RIA/Wealth	$1.4M 78.0 contracts

Most Committed Institutions

Institutions with BWXT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Chescapmanager LLC Institution	-	7.14% $44.7M	0.27% 242.7K shares	Q2 2022 Held for 3y 5m	$626.3M
Ananym Capital Management, LP Hedge Fund•Activist	Alexander Jonathan Silver CIO	5.91% $15.4M	0.09% 83.4K shares	Q2 2025 Held for 5 months	$260.1M
SNYDER CAPITAL MANAGEMENT L P Long Only Manager	Gary Michael Rafferty CFO	5.42% $286.7M	1.70% 1.6M shares	Q3 2015 Held for 10y 2m	$5.3B
H Harvey Partners, LLC Institution	-	4.86% $53.4M	0.32% 289.5K shares	Q4 2021 Held for 3y 11m	$1.1B
Arosa Capital Management LP Hedge Fund•Multi-Strategy	Till August Bechtolsheimer CEO	4.85% $2.9M	0.02% 16.0K shares	Q1 2025 Held for 8 months	$60.9M
Minneapolis Portfolio Management Group, LLC RIA/Wealth	Phillip Warren Grodnick CEO	4.25% $37.0M	0.22% 200.7K shares	Q2 2024 Held for 1y 5m	$870.9M
Nicholas Investment Partners, LP Long Only Manager	Christopher Paul Siriani President	4.18% $47.8M	0.28% 259.5K shares	Q3 2023 Held for 2y 2m	$1.1B
O Owl Creek Asset Management, L.P. Hedge Fund•Multi-Strategy	Jeffrey Alan Altman Managing Partner	3.62% $31.9M	0.19% 173.1K shares	Q3 2025 Held for 2 months	$880.7M
McGowan Group Asset Management, Inc. RIA/Wealth	Spencer Dean Mcgowan President	3.42% $23.7M	0.14% 128.8K shares	Q1 2023 Held for 2y 8m	$695.1M
Atika Capital Management LLC Hedge Fund•Long/Short	Bradley Seth Farber Managing Partner	3.41% $40.1M	0.24% 217.4K shares	Q2 2022 Held for 3y 5m	$1.2B

Hedge Fund Spotlight

Discover hedge funds investing in BWXT

Advantage Alpha Capital Partners LP

Hedge Fund • Market Neutral

Portfolio ManagerAnthony Pir Brenner

Portfolio Value: $331.9M
Positions: 130
Last Reported: Q3 2025

Sector Allocation

Position in BWX Technologies

Market Value: $1.9M
Shares Held: 10.2K
Portfolio Weight: 0.57%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 FTAI Aviation Ltd. FTAI	Rental & Leasing Services Industrials	$10.0M	3.03%
2 AvidXchange Holdings, Inc. AVDX	Software - Infrastructure Technology	$6.8M	2.05%
3 Zeta Global Holdings ZETA	Software - Application Technology	$6.2M	1.87%