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NorthWestern Energy

335 hedge funds and large institutions have $3.11B invested in NorthWestern Energy in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 128 increasing their positions, 115 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.09M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$23.9M
2 -$13.5M
3 -$11.7M
4
Marshall Wace
Marshall Wace
United Kingdom
-$7.04M
5
CF
Corebridge Financial
Texas
-$5.64M
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
251
Armstrong Advisory Group
Massachusetts
$121K
WSFS
252
Wilmington Savings Fund Society
Delaware
$108K
KBC Group
253
KBC Group
Belgium
$101K
ACM
254
Aster Capital Management
United Arab Emirates
$94.1K
GRP
255
Global Retirement Partners
California
$93.2K
RA
256
Ransom Advisory
Rhode Island
$92.3K
EWA
257
EverSource Wealth Advisors
Alabama
$83.3K
PS
258
Principal Securities
Iowa
$77K
CAM
259
Costello Asset Management
Pennsylvania
$66.2K
FRA
260
Front Row Advisors
California
$58.2K
UFF
261
USA Financial Formulas
Michigan
$53.2K
AssetMark Inc
262
AssetMark Inc
California
$52.6K
HSA
263
Hussman Strategic Advisors
Maryland
$51.3K
SSG
264
Summit Securities Group
New York
$48.1K
AF
265
Advisornet Financial
Minnesota
$45.3K
Daiwa Securities Group
266
Daiwa Securities Group
Japan
$43K
PA
267
Parallel Advisors
California
$42K
QL
268
Quarry LP
New York
$36.5K
Optiver Holding
269
Optiver Holding
Netherlands
$33K
S
270
SignatureFD
Georgia
$32K
Nomura Asset Management
271
Nomura Asset Management
Japan
$31.8K
SPIA
272
Steward Partners Investment Advisory
New York
$30.9K
SAM
273
S.A. Mason
Michigan
$29.1K
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$27.2K
CTC
275
Central Trust Company
Missouri
$25.6K