We are live on ! Find out more
NWE icon

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
First Manhattan
76
First Manhattan
New York
$5.42M -$250K -4,596 -5%
WCM
77
Wedge Capital Management
North Carolina
$5.22M -$1.06M -19,449 -18%
Federated Hermes
78
Federated Hermes
Pennsylvania
$4.53M +$17.3K +318 +0.4%
HF
79
HRT Financial
New York
$4.52M +$4.24M +78,038 New
CI
80
Conning Inc
Connecticut
$4.46M
Wells Fargo
81
Wells Fargo
California
$4.44M -$546K -10,040 -12%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$4.37M +$16.3K +300 +0.4%
Canada Life
83
Canada Life
Manitoba, Canada
$4.32M -$173K -3,186 -4%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$4.32M +$5K +92 +0.1%
Deutsche Bank
85
Deutsche Bank
Germany
$4.25M -$295K -5,429 -7%
OLA
86
Oliver Luxxe Assets
New Jersey
$4.15M -$3.59M -66,113 -48%
FPB
87
First PREMIER Bank
South Dakota
$4.12M -$95.1K -1,749 -2%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.91M -$8.32K -153 -0.2%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$3.89M +$2.86M +52,531 +345%
DDPIC
90
Deroy & Devereaux Private Investment Counsel
Michigan
$3.74M +$102K +1,875 +3%
A
91
AlphaQuest
New York
$3.53M +$3.17M +58,321 +2,187%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$3.52M +$185K +3,399 +6%
Comerica Bank
93
Comerica Bank
Texas
$3.4M -$678K -12,478 -18%
Citigroup
94
Citigroup
New York
$3.28M -$461K -8,482 -13%
HA
95
Heartland Advisors
Wisconsin
$3.26M
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$3.17M -$4.26M -78,352 -59%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$3.12M +$342K +6,284 +13%
Verition Fund Management
98
Verition Fund Management
Connecticut
$3.06M +$1.81M +33,278 +170%
MSRPS
99
Maryland State Retirement & Pension System
Maryland
$3.01M +$78K +1,435 +3%
MAM
100
Martingale Asset Management
Massachusetts
$2.87M +$32.6K +600 +1%

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.