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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
SEI Investments
101
SEI Investments
Pennsylvania
$2.79M
Marshall Wace
102
Marshall Wace
United Kingdom
$2.71M
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$2.68M
SPS
104
Susquehanna Portfolio Strategies
Pennsylvania
$2.56M
MAM
105
Martingale Asset Management
Massachusetts
$2.55M
NSIM
106
North Star Investment Management
Illinois
$2.55M
YIH
107
Y-Intercept (HK)
Hong Kong
$2.47M
MAM
108
Magellan Asset Management
Australia
$2.45M
EGM
109
Engineers Gate Manager
New York
$2.43M
Verition Fund Management
110
Verition Fund Management
Connecticut
$2.37M
HSBC Holdings
111
HSBC Holdings
United Kingdom
$2.24M
Squarepoint
112
Squarepoint
New York
$2.04M
LSC
113
Lesa Sroufe & Co
Washington
$2.03M
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.99M
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$1.96M
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$1.96M
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$1.77M
ACB
118
Aristotle Capital Boston
Massachusetts
$1.73M
DIM
119
DC Investments Management
Virginia
$1.69M
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$1.69M
Citigroup
121
Citigroup
New York
$1.68M
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$1.67M
A
123
AlphaQuest
New York
$1.59M
IIM
124
INTECH Investment Management
Florida
$1.52M
BCI
125
Brinker Capital Investments
Pennsylvania
$1.49M