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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
NGA
126
Naples Global Advisors
Florida
$1.48M
AB
127
Amalgamated Bank
New York
$1.39M
Janus Henderson Group
128
Janus Henderson Group
United Kingdom
$1.38M
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$1.38M
Mackenzie Financial
130
Mackenzie Financial
Ontario, Canada
$1.37M
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$1.37M
EGA
132
Eagle Global Advisors
Texas
$1.31M
Capital Fund Management (CFM)
133
Capital Fund Management (CFM)
France
$1.3M
SCM
134
Schnieders Capital Management
California
$1.19M
HI
135
Horizon Investments
North Carolina
$1.18M
TPSF
136
Texas Permanent School Fund
Texas
$1.16M
TI
137
Trexquant Investment
Connecticut
$1.13M
VanEck Associates
138
VanEck Associates
New York
$1.07M
Envestnet Portfolio Solutions
139
Envestnet Portfolio Solutions
Illinois
$1.07M
CIP
140
Convergence Investment Partners
Florida
$1.07M
Ensign Peak Advisors
141
Ensign Peak Advisors
Utah
$1.06M
YCM
142
Yousif Capital Management
Michigan
$1.05M
WG
143
Winton Group
United Kingdom
$1.04M
HCM
144
Huber Capital Management
California
$1.03M
AA
145
ALPS Advisors
Colorado
$1.03M
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$1.02M
MCC
147
Money Concepts Capital
Florida
$1.01M
New York State Common Retirement Fund
148
New York State Common Retirement Fund
New York
$981K
HF
149
HRT Financial
New York
$975K
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$971K