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NorthWestern Energy

370 hedge funds and large institutions have $3.94B invested in NorthWestern Energy in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 134 increasing their positions, 121 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

11% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 121

4% more funds holding

Funds holding: 357370 (+13)

2% more capital invested

Capital invested by funds: $3.86B → $3.94B (+$81.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.17% less ownership

Funds ownership: 97.35%97.18% (-0.17%)

Holders
370
Holders Change
+13
Holders Change %
+3.64%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
53
Increased
134
Reduced
121
Closed
28
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
+$637K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$48.7M +$17.3M +256,024 +53%
AQR Capital Management
27
AQR Capital Management
Connecticut
$43.4M -$7.58M -111,934 -15%
CAU
28
Caxton Associates (UK)
$43.3M +$44.5M +657,262 New
First Trust Advisors
29
First Trust Advisors
Illinois
$41.5M -$1.38M -20,329 -3%
Hudson Bay Capital Management
30
Hudson Bay Capital Management
Connecticut
$41.2M +$8.5M +125,500 +25%
GKIM
31
GW&K Investment Management
Massachusetts
$38.2M -$966K -14,260 -2%
GF
32
Gabelli Funds
New York
$36.2M
Grantham, Mayo, Van Otterloo & Co (GMO)
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$36M +$4.25M +62,742 +13%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$35.6M -$1.94M -28,698 -5%
N
35
Nuveen
North Carolina
$32.1M -$1.06M -15,703 -3%
Fuller & Thaler Asset Management
36
Fuller & Thaler Asset Management
California
$31.9M -$1.27M -18,795 -4%
ProShare Advisors
37
ProShare Advisors
Maryland
$31.9M -$10.9M -160,920 -25%
Raymond James Financial
38
Raymond James Financial
Florida
$30M +$677K +9,995 +2%
William Blair Investment Management
39
William Blair Investment Management
Illinois
$28.1M +$890K +13,152 +3%
Victory Capital Management
40
Victory Capital Management
Texas
$26.8M -$671K -9,907 -2%
Man Group
41
Man Group
United Kingdom
$26.4M +$27.1M +399,792 New
VFT
42
Vanguard Fiduciary Trust
Pennsylvania
$26.2M +$26.9M +396,911 New
Invesco
43
Invesco
Georgia
$23.3M -$15.6M -230,762 -39%
WHG
44
Westwood Holdings Group
Texas
$23.2M -$29.5M -435,344 -55%
JP Morgan Chase
45
JP Morgan Chase
New York
$21.1M +$5.22M +77,133 +32%
Deutsche Bank
46
Deutsche Bank
Germany
$20.9M +$7.28M +107,494 +51%
FBCM
47
Fort Baker Capital Management
California
$20.6M +$21.2M +313,027 New
MIM
48
MetLife Investment Management
New Jersey
$20.1M +$1.08M +15,881 +6%
HCM
49
Highbridge Capital Management
New York
$18.9M +$19.5M +287,318 New
Adage Capital Partners
50
Adage Capital Partners
Massachusetts
$18.2M -$36.3M -536,496 -66%