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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
IA
301
IFP Advisors
Florida
$27.3K -$2.78K -41 -9%
VCM
302
Versant Capital Management
Arizona
$26.6K
ECSS
303
Eurizon Capital SGR SpA
$20.6K +$7.65K +113 +57%
Optiver Holding
304
Optiver Holding
Netherlands
$20.2K -$26K -384 -56%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$19.4K
Bessemer Group
306
Bessemer Group
New Jersey
$19K
DWP
307
Destiny Wealth Partners
Florida
$18.1K +$18.6K +275 New
LFG
308
Larson Financial Group
Missouri
$17.9K +$1.76K +26 +11%
SAM
309
Smartleaf Asset Management
Massachusetts
$17.3K -$1.15K -17 -6%
BTI
310
Blue Trust Inc
Georgia
$16.7K -$2.5K -37 -13%
GIA
311
GHP Investment Advisors
Colorado
$14.7K
HNB
312
Huntington National Bank
Ohio
$13.8K -$1.83K -27 -11%
SS
313
SBI Securities
Japan
$13.7K -$4.33K -64 -24%
RFP
314
Root Financial Partners
California
$12.9K +$5.01K +74 +61%
OCWP
315
Owl Creek Wealth Partners
Colorado
$12.5K +$12.9K +190 New
SIS
316
Sound Income Strategies
Florida
$11.2K +$68 +1 +0.6%
BC
317
Bayforest Capital
United Kingdom
$10.2K -$56.1K -829 -84%
BBHC
318
Brown Brothers Harriman & Co
New York
$9.82K -$68 -1 -0.7%
BIA
319
Bell Investment Advisors
California
$7.98K -$339 -5 -4%
BCWM
320
Bartlett & Co Wealth Management
Ohio
$7.34K
SEP
321
Signature Equity Partners
Ohio
$7.25K +$7.45K +110 New
TWD
322
True Wealth Design
Ohio
$7.16K -$271 -4 -4%
PWMG
323
Private Wealth Management Group
New Jersey
$7.06K
SS
324
Sunbelt Securities
Texas
$5.47K
S
325
Sachetta
Massachusetts
$5.34K +$5.48K +81 New