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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
Optiver Holding
276
Optiver Holding
Netherlands
$46.6K +$43.8K +806 New
PA
277
Parallel Advisors
California
$40.4K -$6.25K -115 -14%
S
278
SignatureFD
Georgia
$40.2K +$4.51K +83 +14%
Daiwa Securities Group
279
Daiwa Securities Group
Japan
$36K +$34.2K +629 New
Nomura Asset Management
280
Nomura Asset Management
Japan
$35.9K
WSFS
281
Wilmington Savings Fund Society
Delaware
$35.1K
SAM
282
S.A. Mason
Michigan
$32.8K +$707 +13 +2%
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$29.1K +$3.75K +69 +16%
CTC
284
Central Trust Company
Missouri
$28.9K
VSQM
285
V-Square Quantitative Management
Illinois
$26.6K
HCP
286
Hexagon Capital Partners
Arkansas
$24.6K +$7.72K +142 +50%
VCM
287
Versant Capital Management
Arizona
$21.4K -$1.47K -27 -7%
BTI
288
Blue Trust Inc
Georgia
$21.1K +$2.45K +45 +14%
UB
289
UMB Bank
Missouri
$19.8K +$7.34K +135 +65%
HCA
290
Harbor Capital Advisors
Illinois
$18K +$2.45K +45 +17%
CAM
291
Costello Asset Management
Pennsylvania
$17.2K +$16.1K +297 New
SAM
292
Smartleaf Asset Management
Massachusetts
$17.1K +$2.94K +54 +22%
RA
293
Rise Advisors
New York
$15.8K -$9.57K -176 -39%
CIAM
294
Caitong International Asset Management
Hong Kong
$15.5K +$11K +202 +311%
FHA
295
First Horizon Advisors
Tennessee
$14.9K
CFB
296
Cullen/Frost Bankers
Texas
$13.6K +$12.8K +235 New
GIA
297
GHP Investment Advisors
Colorado
$12.9K
HWM
298
Hemington Wealth Management
Virginia
$12K +$489 +9 +4%
RA
299
Ransom Advisory
Rhode Island
$11.6K
BIA
300
Bell Investment Advisors
California
$10.8K +$816 +15 +9%

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.