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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
GCP
351
GSA Capital Partners
United Kingdom
-$597K -11,638 Closed
MM
352
MQS Management
New York
-$567K -11,050 Closed
D.E. Shaw & Co
353
D.E. Shaw & Co
New York
-$408K -7,950 Closed
Allspring Global Investments
354
Allspring Global Investments
North Carolina
-$361K -7,042 Closed
SOW
355
State of Wyoming
Wyoming
-$351K -6,839 Closed
SM
356
Sciencast Management
New Jersey
-$344K -6,709 Closed
PAS
357
Point72 Asia (Singapore)
Singapore
-$323K -6,303 Closed
DZ Bank
358
DZ Bank
Germany
-$258K -5,024 Closed
AWA
359
Arete Wealth Advisors
Illinois
-$254K -4,949 Closed
HighTower Advisors
360
HighTower Advisors
Illinois
-$244K -4,753 Closed
PCG
361
Prosperity Consulting Group
Maryland
-$232K -4,521 Closed
KIM
362
Kestra Investment Management
Texas
-$243K -4,451 Closed
SW
363
SteelPeak Wealth
California
-$214K -4,174 Closed
AC
364
AXQ Capital
New Jersey
-$213K -4,157 Closed
BAM
365
Blueshift Asset Management
New Jersey
-$212K -4,138 Closed
SI
366
Shaker Investments
Ohio
-$208K -4,062 Closed
Mitsubishi UFJ Trust & Banking
367
Mitsubishi UFJ Trust & Banking
Japan
-$196K -3,824 Closed
WSFS
368
Wilmington Savings Fund Society
Delaware
-$108K -2,098 Closed
ACM
369
Aster Capital Management
United Arab Emirates
-$94.1K -1,834 Closed
UFF
370
USA Financial Formulas
Michigan
-$53.2K -1,038 Closed
QL
371
Quarry LP
New York
-$36.5K -711 Closed
SAM
372
S.A. Mason
Michigan
-$29.1K -567 Closed
OA
373
Operose Advisors
Wisconsin
-$15.4K -300 Closed
BIG
374
Brooklyn Investment Group
New York
-$14.1K -274 Closed
AGWCA
375
Annis Gardner Whiting Capital Advisors
Florida
-$12.4K -242 Closed

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.