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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
JAM
51
Jupiter Asset Management
United Kingdom
$9.9M +$9.3M +171,051 New
ACG
52
Aventail Capital Group
New York
$9.66M +$1.47M +27,107 +19%
UBS AM
53
UBS AM
Illinois
$8.96M +$1M +18,454 +14%
Ameriprise
54
Ameriprise
Minnesota
$8.45M +$385K +7,084 +5%
Renaissance Technologies
55
Renaissance Technologies
New York
$8.09M +$7.14M +131,400 +1,578%
First Eagle Investment Management
56
First Eagle Investment Management
New York
$7.71M +$272K +5,000 +4%
AAM
57
Advisors Asset Management
Colorado
$7.52M +$648K +11,920 +10%
AllianceBernstein
58
AllianceBernstein
Tennessee
$7.36M +$349K +6,427 +5%
Barclays
59
Barclays
United Kingdom
$7.28M -$1.35M -24,854 -16%
MPI
60
Mairs & Power Inc
Minnesota
$7.17M -$713K -13,110 -10%
SDIC
61
South Dakota Investment Council
South Dakota
$7.08M +$1.41M +25,949 +27%
Swiss National Bank
62
Swiss National Bank
Switzerland
$6.87M -$97.9K -1,800 -1%
COPPSERS
63
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.8M +$60.8K +1,119 +1%
MOACM
64
Mutual of America Capital Management
New York
$6.72M +$758K +13,945 +14%
Two Sigma Investments
65
Two Sigma Investments
New York
$6.71M +$6.3M +115,888 New
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$6.52M +$823K +15,138 +16%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$6.44M +$3.72M +68,400 +159%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$6.37M +$4.48M +82,483 +298%
VLKIM
69
Van Lanschot Kempen Investment Management
Netherlands
$6.16M +$427K +7,857 +8%
MIM
70
MetLife Investment Management
New Jersey
$5.86M -$62K -1,140 -1%
Millennium Management
71
Millennium Management
New York
$5.71M +$5.36M +98,630 New
CF
72
Corebridge Financial
Texas
$5.64M -$113K -2,073 -2%
Prudential Financial
73
Prudential Financial
New Jersey
$5.58M +$1.78M +32,775 +52%
BA
74
Bridgewater Associates
Connecticut
$5.55M +$1.96M +36,049 +60%
MPM
75
Meritage Portfolio Management
Kansas
$5.47M +$1.98M +36,399 +63%

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.