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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
MAM
101
Magellan Asset Management
Australia
$2.84M -$30K -551 -1%
NSIM
102
North Star Investment Management
Illinois
$2.82M +$326 +6 +0%
IA
103
Inspire Advisors
Idaho
$2.82M +$816K +15,008 +45%
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$2.67M -$272K -5,003 -10%
DIA
105
Dean Investment Associates
Ohio
$2.51M +$872K +16,029 +59%
BHCM
106
Brevan Howard Capital Management
Jersey
$2.5M +$2.12M +39,061 +944%
Citadel Advisors
107
Citadel Advisors
Florida
$2.43M -$2.91M -53,537 -56%
Connor, Clark & Lunn Investment Management (CC&L)
108
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.38M +$1.6M +29,404 +249%
ACB
109
Aristotle Capital Boston
Massachusetts
$2.33M -$1.1M -20,299 -34%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$2.32M -$9.3K -171 -0.4%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$2.28M -$34K -625 -2%
LSC
112
Lesa Sroufe & Co
Washington
$2.16M +$2.03M +37,393 New
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$2.06M -$114K -2,101 -6%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.02M -$865K -15,906 -31%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$1.93M +$589K +10,830 +48%
DIM
116
DC Investments Management
Virginia
$1.91M -$644K -11,840 -26%
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$1.89M
IIM
118
INTECH Investment Management
Florida
$1.86M -$77.1K -1,418 -4%
Arrowstreet Capital
119
Arrowstreet Capital
Massachusetts
$1.85M +$1.74M +32,027 New
Universal-Beteiligungs- und Servicegesellschaft
120
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.82M +$1.71M +31,486 New
PIM
121
Pullen Investment Management
Florida
$1.81M +$27.3K +502 +2%
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$1.8M -$862K -15,846 -34%
MCC
123
Money Concepts Capital
Florida
$1.71M -$378K -6,960 -19%
Boston Partners
124
Boston Partners
Massachusetts
$1.66M +$1.56M +28,756 New
NGA
125
Naples Global Advisors
Florida
$1.61M +$49.5K +910 +3%

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.