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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
ProShare Advisors
26
ProShare Advisors
Maryland
$35.6M
AQR Capital Management
27
AQR Capital Management
Connecticut
$34.7M
GKIM
28
GW&K Investment Management
Massachusetts
$31.9M
Fuller & Thaler Asset Management
29
Fuller & Thaler Asset Management
California
$28.2M
GF
30
Gabelli Funds
New York
$28M
William Blair Investment Management
31
William Blair Investment Management
Illinois
$24.8M
Raymond James Financial
32
Raymond James Financial
Florida
$24.3M
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$23.3M
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$22M
VOYA Investment Management
35
VOYA Investment Management
Georgia
$17.7M
Legal & General Group
36
Legal & General Group
United Kingdom
$17.1M
Mirae Asset Global ETFs Holdings
37
Mirae Asset Global ETFs Holdings
Hong Kong
$15.9M
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$15.2M
MIM
39
MetLife Investment Management
New Jersey
$15.1M
GI
40
GAMCO Investors
Connecticut
$14M
Principal Financial Group
41
Principal Financial Group
Iowa
$13.9M
BA
42
Bridgewater Associates
Connecticut
$13M
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$11.4M
AA
44
Ancora Advisors
Ohio
$11.3M
Goldman Sachs
45
Goldman Sachs
New York
$11.1M
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$10.9M
Hotchkis & Wiley Capital Management
47
Hotchkis & Wiley Capital Management
California
$10.9M
Russell Investments Group
48
Russell Investments Group
United Kingdom
$10.3M
UBS AM
49
UBS AM
Illinois
$10.2M
Renaissance Technologies
50
Renaissance Technologies
New York
$9.5M