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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
TWD
301
True Wealth Design
Ohio
$4.43K +$4.19K +76 New
SS
302
Sunbelt Securities
Texas
$4.4K +$4.14K +75 New
CMBA
303
C.M. Bidwell & Associates
Hawaii
$3.98K
LI
304
LRI Investments
Florida
$3.98K
NA
305
NewEdge Advisors
Louisiana
$3.63K
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$3.4K
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$3.22K +$221 +4 +8%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$2.81K -$1.32K -24 -33%
MEG
309
Millstone Evans Group
Colorado
$2.05K
QC
310
Quent Capital
New York
$1.82K +$1.71K +31 New
FFO
311
Fortitude Family Office
Arizona
$1.64K +$552 +10 +56%
CPG
312
Cornerstone Planning Group
New Jersey
$1.35K +$2.59K +47 +336%
AUB
313
Atlantic Union Bankshares
Virginia
$1.23K +$221 +4 +24%
CT
314
Caldwell Trust
Florida
$1.05K
CAL
315
Capital Advisors Ltd
Ohio
$1K +$1.1K +20 New
GA
316
Guerra Advisors
Florida
$889 +$828 +15 New
PG
317
Proffitt & Goodson
Tennessee
$821 +$773 +14 New
RWM
318
Rialto Wealth Management
New York
$762 +$662 +12 +1,200%
BFS
319
Bare Financial Services
Pennsylvania
$703 -$110 -2 -14%
JWA
320
JFS Wealth Advisors
Pennsylvania
$528 -$166 -3 -25%
WA
321
WPG Advisers
Maryland
$527
DPW
322
DiNuzzo Private Wealth
Pennsylvania
$403
SIC
323
SJS Investment Consulting
Ohio
$294
BWL
324
Bogart Wealth LLC
Virginia
$289
BHWM
325
Bay Harbor Wealth Management
Maryland
$234

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.