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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
SIC
326
SJS Investment Consulting
Ohio
$257
BWL
327
Bogart Wealth LLC
Virginia
$250
BHWM
328
Bay Harbor Wealth Management
Maryland
$205
HIA
329
HFM Investment Advisors
New Jersey
$154
Jones Financial Companies
330
Jones Financial Companies
Missouri
$102
AIM
331
Anchor Investment Management
South Carolina
$54
RWM
332
Rialto Wealth Management
New York
$52
PWM
333
Parkworth Wealth Management
California
$51
CF
334
Corebridge Financial
Texas
IA
335
Inspire Advisors
Idaho
DIA
336
Dean Investment Associates
Ohio
Arrowstreet Capital
337
Arrowstreet Capital
Massachusetts
Universal-Beteiligungs- und Servicegesellschaft
338
Universal-Beteiligungs- und Servicegesellschaft
Germany
PIM
339
Pullen Investment Management
Florida
DS
340
DRW Securities
Illinois
JF
341
Jump Financial
Illinois
FRM
342
Fox Run Management
Connecticut
SSA
343
Schonfeld Strategic Advisors
New York
PMAM
344
Picton Mahoney Asset Management
Ontario, Canada
Balyasny Asset Management
345
Balyasny Asset Management
Illinois
KCM
346
Kennedy Capital Management
Missouri
DCM
347
Dean Capital Management
Kansas
Empower Advisory Group
348
Empower Advisory Group
Colorado
SG Americas Securities
349
SG Americas Securities
New York
NRD
350
Nebula Research & Development
New York