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NorthWestern Energy

344 hedge funds and large institutions have $3.43B invested in NorthWestern Energy in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 129 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $336K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

23% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 105

7% more funds holding

Funds holding: 323344 (+21)

6% more capital invested

Capital invested by funds: $3.23B → $3.43B (+$199M)

1.91% less ownership

Funds ownership: 98.45%96.54% (-1.9%)

Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
4.61%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
59
Increased
129
Reduced
105
Closed
35
Calls
$1.35M
Puts
$336K
Net Calls
+$1.01M
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
JG
251
Jain Global
New York
$220K +$207K +3,800 New
AWM
252
Accurate Wealth Management
Florida
$218K -$7.5K -138 -3%
Holocene Advisors
253
Holocene Advisors
New York
$215K +$202K +3,712 New
HAG
254
HF Advisory Group
Maryland
$207K +$195K +3,578 New
TFS
255
Thoroughbred Financial Services
Tennessee
$200K +$189K +3,473 New
SOW
256
State of Wyoming
Wyoming
$197K -$40K -736 -18%
SO
257
STRS Ohio
Ohio
$197K -$169K -3,100 -48%
KBC Group
258
KBC Group
Belgium
$189K +$41.6K +765 +31%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$177K +$45.8K +842 +38%
Mitsubishi UFJ Trust & Banking
260
Mitsubishi UFJ Trust & Banking
Japan
$165K +$37.1K +682 +32%
CCM
261
Coldstream Capital Management
Washington
$155K +$146K +2,687 New
GI
262
GAMMA Investing
California
$133K +$27.1K +498 +28%
JFGIW
263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K +$116K +2,137 +2,055%
KIM
264
Kestra Investment Management
Texas
$129K +$121K +2,228 New
AAG
265
Armstrong Advisory Group
Massachusetts
$126K
BAMF
266
BI Asset Management Fondsmaeglerselskab
Denmark
$116K +$109K +2,006 New
Osaic Holdings
267
Osaic Holdings
Arizona
$84.4K -$177K -3,248 -69%
PS
268
Principal Securities
Iowa
$83.3K +$3.15K +58 +4%
FRA
269
Front Row Advisors
California
$65.7K
EWA
270
EverSource Wealth Advisors
Alabama
$65.5K -$3.92K -72 -6%
SPIA
271
Steward Partners Investment Advisory
New York
$58.2K +$1.9K +35 +4%
HSA
272
Hussman Strategic Advisors
Maryland
$57.9K
AssetMark Inc
273
AssetMark Inc
California
$56.3K
AF
274
Advisornet Financial
Minnesota
$51.1K
FFA
275
Farther Finance Advisors
California
$49.4K +$27.9K +514 +155%

NWE Hedge Fund Activity: Q1 2025 in Review

344 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2025, worth a combined $3.43B — up 6.2% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NWE positions and 35 closed out — a net gain of 24 holders — while 129 added to existing stakes and 105 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.1M. The largest seller was BlackRock, cutting an estimated $103M.

  • 344 institutional investors held NorthWestern Energy (NWE) as of Q1 2025, up from 323 in Q4 2024.
  • Funds reported $3.43B of NorthWestern Energy stock for Q1 2025, up 6.2% quarter-over-quarter.
  • 59 funds opened new NorthWestern Energy positions in Q1 2025 and 35 closed out, a net change of +24 holders.
  • The largest NorthWestern Energy buyer in Q1 2025 was Fidelity Investments, an estimated $16.1M added.
  • The largest NorthWestern Energy seller in Q1 2025 was BlackRock, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2025.