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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$35.9M +$32.9M +595,658 +3,387%
GKIM
27
GW&K Investment Management
Massachusetts
$35.5M -$959K -17,370 -3%
Raymond James Financial
28
Raymond James Financial
Florida
$32.9M +$4.91M +88,887 +19%
Fuller & Thaler Asset Management
29
Fuller & Thaler Asset Management
California
$32.3M +$44.3K +803 +0.1%
GF
30
Gabelli Funds
New York
$32M
Boston Partners
31
Boston Partners
Massachusetts
$30.8M +$24.8M +450,039 +596%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$28.7M +$1.93M +34,892 +8%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$27.6M +$2.28M +41,335 +10%
William Blair Investment Management
34
William Blair Investment Management
Illinois
$26.7M -$1.53M -27,654 -6%
Citigroup
35
Citigroup
New York
$25.2M +$21.9M +397,544 +1,211%
Legal & General Group
36
Legal & General Group
United Kingdom
$18.7M -$796K -14,425 -4%
JP Morgan Chase
37
JP Morgan Chase
New York
$18.7M +$1.23M +22,365 +8%
Mirae Asset Global ETFs Holdings
38
Mirae Asset Global ETFs Holdings
Hong Kong
$18.4M +$225K +4,080 +1%
MIM
39
MetLife Investment Management
New Jersey
$17.1M -$178K -3,227 -1%
GI
40
GAMCO Investors
Connecticut
$16M
BA
41
Bridgewater Associates
Connecticut
$15.5M +$629K +11,388 +5%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$14.9M +$2.88M +52,271 +26%
Goldman Sachs
43
Goldman Sachs
New York
$14.2M +$1.42M +25,776 +12%
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$13.5M +$1.05M +19,072 +9%
AA
45
Ancora Advisors
Ohio
$13.3M +$369K +6,690 +3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$12.8M -$231K -4,192 -2%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$12M -$410K -7,437 -4%
AllianceBernstein
48
AllianceBernstein
Tennessee
$11.8M +$4.61M +83,541 +71%
MF
49
Magnetar Financial
Illinois
$11.5M +$10.3M +186,499 +2,067%
Jane Street
50
Jane Street
New York
$10.5M +$27.4K +496 +0.3%

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.