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NorthWestern Energy

370 hedge funds and large institutions have $3.94B invested in NorthWestern Energy in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 134 increasing their positions, 121 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

11% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 121

4% more funds holding

Funds holding: 357370 (+13)

2% more capital invested

Capital invested by funds: $3.86B → $3.94B (+$81.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.17% less ownership

Funds ownership: 97.35%97.18% (-0.17%)

Holders
370
Holders Change
+13
Holders Change %
+3.64%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
134
Reduced
121
Closed
28
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
+$637K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$546M -$22.5M -332,118 -4%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$230M +$236M +3,489,737 New
VCM
3
Vanguard Capital Management
Pennsylvania
$183M +$188M +2,782,707 New
State Street
4
State Street
Massachusetts
$154M -$20.5M -302,637 -11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$112M +$4.44M +65,604 +4%
Franklin Resources
6
Franklin Resources
California
$107M +$12.5M +185,217 +13%
American Century Companies
7
American Century Companies
Missouri
$103M -$32.6M -481,762 -24%
Goldman Sachs
8
Goldman Sachs
New York
$89.1M +$47M +693,669 +106%
Millennium Management
9
Millennium Management
New York
$86.7M +$26.7M +393,934 +43%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$84M +$989K +14,605 +1%
SFM
11
Systematic Financial Management
New Jersey
$74.6M -$1.87M -27,688 -2%
AA
12
AQR Arbitrage
Connecticut
$71.3M +$32.2M +474,919 +78%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$67.5M +$394K +5,815 +0.6%
RRAM
14
River Road Asset Management
Kentucky
$66.3M -$17.5M -258,165 -20%
UBS Group
15
UBS Group
Switzerland
$65.6M +$19.4M +286,706 +41%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$60M -$6.45M -95,326 -9%
NAMI
17
Nomura Asset Management International
Pennsylvania
$58.6M -$9.3M -137,327 -13%
Charles Schwab
18
Charles Schwab
California
$53.5M +$307K +4,537 +0.6%
Northern Trust
19
Northern Trust
Illinois
$53.4M +$3.06M +45,154 +6%
Bank of America
20
Bank of America
North Carolina
$53M +$2.49M +36,747 +5%
AllianceBernstein
21
AllianceBernstein
Tennessee
$52.7M +$2.72M +40,187 +5%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$52.4M +$27.5M +405,753 +104%
Morgan Stanley
23
Morgan Stanley
New York
$51M -$4.93M -72,879 -9%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$50.7M -$24.1M -356,307 -32%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$49.8M -$1.38M -20,361 -3%