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NorthWestern Energy

344 hedge funds and large institutions have $3.43B invested in NorthWestern Energy in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 129 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

301% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $336K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

23% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 105

7% more funds holding

Funds holding: 323344 (+21)

6% more capital invested

Capital invested by funds: $3.23B → $3.43B (+$199M)

1.91% less ownership

Funds ownership: 98.45%96.54% (-1.9%)

Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
4.61%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
59
Increased
129
Reduced
105
Closed
35
Calls
$1.35M
Puts
$336K
Net Calls
+$1.01M
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$37.5M -$978K -17,987 -3%
Morgan Stanley
27
Morgan Stanley
New York
$36.5M +$2.49M +45,870 +8%
AQR Capital Management
28
AQR Capital Management
Connecticut
$33.5M +$8.87M +163,147 +39%
Raymond James Financial
29
Raymond James Financial
Florida
$32.1M -$313K -5,749 -1%
GF
30
Gabelli Funds
New York
$31.6M -$27.2K -500 -0.1%
Fuller & Thaler Asset Management
31
Fuller & Thaler Asset Management
California
$31.6M -$192K -3,540 -0.6%
William Blair Investment Management
32
William Blair Investment Management
Illinois
$30.3M -$1.51M -27,774 -5%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$27.6M +$1.81M +33,343 +8%
Legal & General Group
34
Legal & General Group
United Kingdom
$19.1M -$445K -8,183 -2%
JP Morgan Chase
35
JP Morgan Chase
New York
$19M -$4.71M -86,573 -21%
SEI Investments
36
SEI Investments
Pennsylvania
$18.4M -$2.18M -40,078 -11%
Mirae Asset Global ETFs Holdings
37
Mirae Asset Global ETFs Holdings
Hong Kong
$17.3M -$141K -2,598 -0.9%
Goldman Sachs
38
Goldman Sachs
New York
$17.2M -$13.5M -248,499 -46%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$16.7M +$4.35M +79,992 +38%
GI
40
GAMCO Investors
Connecticut
$15.8M
Jane Street
41
Jane Street
New York
$14.1M +$12.4M +228,338 +1,550%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$13.9M -$406K -7,469 -3%
AA
43
Ancora Advisors
Ohio
$12.8M +$720K +13,235 +6%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$12.8M +$613K +11,269 +5%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$12.1M -$277K -5,095 -2%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$11.6M -$2.44M -44,885 -18%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$11.4M +$3.69M +67,823 +53%
Marshall Wace
48
Marshall Wace
United Kingdom
$11M +$10.3M +189,982 New
Principal Financial Group
49
Principal Financial Group
Iowa
$10.5M +$390K +7,177 +4%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$10.4M +$5.04M +92,705 +106%

NWE Hedge Fund Activity: Q1 2025 in Review

344 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2025, worth a combined $3.43B — up 6.2% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NWE positions and 35 closed out — a net gain of 24 holders — while 129 added to existing stakes and 105 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $16.1M. The largest seller was BlackRock, cutting an estimated $103M.

  • 344 institutional investors held NorthWestern Energy (NWE) as of Q1 2025, up from 323 in Q4 2024.
  • Funds reported $3.43B of NorthWestern Energy stock for Q1 2025, up 6.2% quarter-over-quarter.
  • 59 funds opened new NorthWestern Energy positions in Q1 2025 and 35 closed out, a net change of +24 holders.
  • The largest NorthWestern Energy buyer in Q1 2025 was Fidelity Investments, an estimated $16.1M added.
  • The largest NorthWestern Energy seller in Q1 2025 was BlackRock, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2025.