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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
AB
126
Amalgamated Bank
New York
$1.59M -$38.3K -705 -3%
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$1.53M
BCI
128
Brinker Capital Investments
Pennsylvania
$1.53M -$301K -5,542 -17%
OPS
129
Orion Portfolio Solutions
Nebraska
$1.53M -$301K -5,542 -17%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$1.52M +$13.6K +250 +1%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$1.5M
DS
132
DRW Securities
Illinois
$1.46M -$10.1M -185,697 -88%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$1.32M +$682K +12,538 +122%
JF
134
Jump Financial
Illinois
$1.3M +$981K +18,043 +412%
CSS
135
Cubist Systematic Strategies
Connecticut
$1.29M +$1.21M +22,324 New
DZ Bank
136
DZ Bank
Germany
$1.26M -$220K -4,051 -16%
Capital Fund Management (CFM)
137
Capital Fund Management (CFM)
France
$1.25M +$1.18M +21,611 New
FRM
138
Fox Run Management
Connecticut
$1.24M +$1.17M +21,440 New
SSA
139
Schonfeld Strategic Advisors
New York
$1.22M +$1.15M +21,124 New
YCM
140
Yousif Capital Management
Michigan
$1.21M -$31.5K -579 -3%
CIP
141
Convergence Investment Partners
Florida
$1.21M +$4.57K +84 +0.4%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$1.2M
Squarepoint
143
Squarepoint
New York
$1.19M +$909K +16,710 +426%
EGA
144
Eagle Global Advisors
Texas
$1.17M -$132K -2,420 -11%
AA
145
ALPS Advisors
Colorado
$1.17M +$79.6K +1,464 +8%
PMAM
146
Picton Mahoney Asset Management
Ontario, Canada
$1.17M +$1.1M +20,206 New
Balyasny Asset Management
147
Balyasny Asset Management
Illinois
$1.16M +$1.09M +20,115 New
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$1.15M
VanEck Associates
149
VanEck Associates
New York
$1.15M +$47.4K +871 +5%
SCM
150
Schnieders Capital Management
California
$1.12M -$93.8K -1,725 -8%

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.