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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
Bessemer Group
301
Bessemer Group
New Jersey
$10K -$5.17K -95 -35%
SS
302
SBI Securities
Japan
$9.9K -$1.2K -22 -11%
AA
303
Addison Advisors
Vermont
$8.68K
PFBT
304
Parkside Financial Bank & Trust
Missouri
$7.29K +$6.85K +126 New
BIG
305
Brooklyn Investment Group
New York
$7.23K +$6.8K +125 New
PWMG
306
Private Wealth Management Group
New Jersey
$6.19K
AF
307
Allworth Financial
California
$6.14K +$2.99K +55 +110%
MG
308
Mather Group
Illinois
$6.13K +$5.44K +100 +1,667%
HFS
309
Hantz Financial Services
Michigan
$6K +$5.82K +107 New
BCWM
310
Bartlett & Co Wealth Management
Ohio
$5.9K
SIS
311
Sound Income Strategies
Florida
$5.87K -$1.74K -32 -24%
RIL
312
Rothschild Investment LLC
Illinois
$5.56K +$1.63K +30 +45%
IA
313
IFP Advisors
Florida
$5.32K +$2.01K +37 +67%
BL
314
BFSG LLC
California
$4.46K +$4.19K +77 New
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$4.17K
CMBA
316
C.M. Bidwell & Associates
Hawaii
$3.94K
LI
317
LRI Investments
Florida
$3.94K
SO
318
Sierra Ocean
California
$3.82K
NA
319
NewEdge Advisors
Louisiana
$3.59K
NC
320
NewSquare Capital
Pennsylvania
$3.59K +$1.47K +27 +77%
WPA
321
Wealth Preservation Advisors
Tennessee
$3.53K +$3.32K +61 New
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$3.36K +$924 +17 +41%
FFO
323
Fortitude Family Office
Arizona
$3.3K
AAP
324
Arax Advisory Partners
Colorado
$2.78K +$1.58K +29 +153%
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$2.66K +$1.14K +21 +84%

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.