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NorthWestern Energy

329 hedge funds and large institutions have $3.37B invested in NorthWestern Energy in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 116 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 116

9% more capital invested

Capital invested by funds: $3.11B → $3.37B (+$265M)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

2% less funds holding

Funds holding: 335329 (-6)

4.79% less ownership

Funds ownership: 98.54%93.75% (-4.8%)

Holders
329
Holders Change
-6
Holders Change %
-1.79%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
130
Reduced
116
Closed
52
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
-$619K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
276
Versant Capital Management
Arizona
$21.4K +$331 +6 +2%
HCA
277
Harbor Capital Advisors
Illinois
$20K +$2.54K +46 +16%
PFBT
278
Parkside Financial Bank & Trust
Missouri
$17.2K +$7.39K +134 +84%
BTI
279
Blue Trust Inc
Georgia
$16.9K +$5.3K +96 +50%
SSG
280
Summit Securities Group
New York
$16.6K -$36.1K -654 -70%
RA
281
Rise Advisors
New York
$16.4K +$166 +3 +1%
SS
282
SBI Securities
Japan
$14.6K +$4.3K +78 +46%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$14.5K +$13.6K +247 New
HNB
284
Huntington National Bank
Ohio
$14.3K -$2.92K -53 -18%
GIA
285
GHP Investment Advisors
Colorado
$13.1K
BIA
286
Bell Investment Advisors
California
$12.5K +$607 +11 +5%
IA
287
IFP Advisors
Florida
$11K -$5.35K -97 -34%
Bessemer Group
288
Bessemer Group
New Jersey
$10K +$1.99K +36 +26%
SAM
289
Smartleaf Asset Management
Massachusetts
$9.41K +$5.63K +102 +170%
BC
290
Bayforest Capital
United Kingdom
$9.32K +$8.78K +159 New
LFG
291
Larson Financial Group
Missouri
$7.5K +$6.57K +119 +1,322%
HWM
292
Hemington Wealth Management
Virginia
$7K +$386 +7 +6%
PWMG
293
Private Wealth Management Group
New Jersey
$6.27K
MG
294
Mather Group
Illinois
$6.21K +$5.85K +106 New
SIS
295
Sound Income Strategies
Florida
$6.04K +$55 +1 +1%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$5.98K
RFP
297
Root Financial Partners
California
$5.98K +$5.63K +102 New
WPA
298
Wealth Preservation Advisors
Tennessee
$4.98K +$1.32K +24 +39%
WWA
299
Wealth Watch Advisors
Colorado
$4.92K +$4.64K +84 New
BL
300
BFSG LLC
California
$4.51K

NWE Hedge Fund Activity: Q3 2025 in Review

329 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2025, worth a combined $3.37B — up 8.5% from $3.11B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NWE and 49 opened new positions — a net loss of 3 holders — while 116 trimmed existing stakes and 130 added.

The largest buyer was Royal Bank of Canada, adding an estimated $32.9M. The largest seller was UBS Group, cutting an estimated $55.4M.

  • 329 institutional investors held NorthWestern Energy (NWE) as of Q3 2025, down from 335 in Q2 2025.
  • Funds reported $3.37B of NorthWestern Energy stock for Q3 2025, up 8.5% quarter-over-quarter.
  • 49 funds opened new NorthWestern Energy positions in Q3 2025 and 52 closed out, a net change of -3 holders.
  • The largest NorthWestern Energy buyer in Q3 2025 was Royal Bank of Canada, an estimated $32.9M added.
  • The largest NorthWestern Energy seller in Q3 2025 was UBS Group, an estimated $55.4M sold.

Based on aggregated 13F filings for Q3 2025.