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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
Principal Financial Group
51
Principal Financial Group
Iowa
$9.66M -$5.84M -105,729 -39%
Barclays
52
Barclays
United Kingdom
$8.33M -$680K -12,322 -8%
UBS AM
53
UBS AM
Illinois
$7.73M -$3.72M -67,454 -34%
MOACM
54
Mutual of America Capital Management
New York
$7.64M -$372K -6,733 -5%
KC
55
Kintayl Capital
New York
$7.62M +$7.17M +129,994 New
NYLIM
56
New York Life Investment Management
New York
$7.57M +$7.12M +129,078 New
UBS Group
57
UBS Group
Switzerland
$7.15M -$55.4M -1,004,302 -89%
Ameriprise
58
Ameriprise
Minnesota
$7.14M -$899K -16,287 -12%
AAM
59
Advisors Asset Management
Colorado
$7.14M +$766K +13,886 +13%
SDIC
60
South Dakota Investment Council
South Dakota
$6.98M -$177K -3,200 -3%
Swiss National Bank
61
Swiss National Bank
Switzerland
$6.97M +$105K +1,900 +2%
COPPSERS
62
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.81M -$116K -2,094 -2%
YCM
63
Yaupon Capital Management
New York
$6.78M -$371K -6,728 -5%
FPB
64
First PREMIER Bank
South Dakota
$6.5M -$168K -3,036 -3%
ACG
65
Aventail Capital Group
New York
$6.46M -$3.55M -64,292 -37%
Deutsche Bank
66
Deutsche Bank
Germany
$6.07M +$1.67M +30,253 +41%
MPI
67
Mairs & Power Inc
Minnesota
$5.22M -$767K -13,891 -13%
MPM
68
Meritage Portfolio Management
Kansas
$5.14M -$293K -5,302 -6%
First Manhattan
69
First Manhattan
New York
$5.07M -$121K -2,195 -2%
Canada Life
70
Canada Life
Manitoba, Canada
$4.73M +$233K +4,215 +5%
OLA
71
Oliver Luxxe Assets
New Jersey
$4.55M +$186K +3,368 +5%
CI
72
Conning Inc
Connecticut
$4.52M
WCM
73
Wedge Capital Management
North Carolina
$4.43M -$675K -12,222 -14%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$4.42M -$7.73K -140 -0.2%
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$4.35M -$43.7K -792 -1%

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.