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NorthWestern Energy

335 hedge funds and large institutions have $3.11B invested in NorthWestern Energy in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 128 increasing their positions, 115 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.09M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$23.9M
2 -$13.5M
3 -$11.7M
4
Marshall Wace
Marshall Wace
United Kingdom
-$7.04M
5
CF
Corebridge Financial
Texas
-$5.64M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
301
Rothschild Investment LLC
Illinois
$4.41K
BL
302
BFSG LLC
California
$3.95K
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$3.69K
LI
304
LRI Investments
Florida
$3.49K
CMBA
305
C.M. Bidwell & Associates
Hawaii
$3.49K
NA
306
NewEdge Advisors
Louisiana
$3.18K
WPA
307
Wealth Preservation Advisors
Tennessee
$3.13K
SAM
308
Smartleaf Asset Management
Massachusetts
$3.05K
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$2.98K
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$2.62K
CA
311
Clearstead Advisors
Ohio
$2.05K
TPWA
312
Twin Peaks Wealth Advisors
California
$2K
NC
313
NewSquare Capital
Pennsylvania
$1.8K
MEG
314
Millstone Evans Group
Colorado
$1.8K
FFO
315
Fortitude Family Office
Arizona
$923
CT
316
Caldwell Trust
Florida
$923
AUB
317
Atlantic Union Bankshares
Virginia
$873
CPG
318
Cornerstone Planning Group
New Jersey
$763
CIAM
319
Caitong International Asset Management
Hong Kong
$718
BFS
320
Bare Financial Services
Pennsylvania
$718
AAP
321
Arax Advisory Partners
Colorado
$667
JWA
322
JFS Wealth Advisors
Pennsylvania
$616
LFG
323
Larson Financial Group
Missouri
$462
WA
324
WPG Advisers
Maryland
$462
DPW
325
DiNuzzo Private Wealth
Pennsylvania
$360