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NorthWestern Energy

329 hedge funds and large institutions have $3.37B invested in NorthWestern Energy in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 116 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 116

9% more capital invested

Capital invested by funds: $3.11B → $3.37B (+$265M)

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

2% less funds holding

Funds holding: 335329 (-6)

4.79% less ownership

Funds ownership: 98.54%93.75% (-4.8%)

Holders
329
Holders Change
-6
Holders Change %
-1.79%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
130
Reduced
116
Closed
52
Calls
$469K
Puts
Net Calls
+$469K
Net Calls Change
-$619K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Schnieders Capital Management
California
$1.39M +$31.7K +575 +2%
Creative Planning
127
Creative Planning
Kansas
$1.38M +$709K +12,847 +120%
IIM
128
INTECH Investment Management
Florida
$1.32M -$392K -7,106 -24%
VanEck Associates
129
VanEck Associates
New York
$1.31M +$79.3K +1,436 +7%
Squarepoint
130
Squarepoint
New York
$1.22M -$1.05M -18,960 -48%
DC
131
Diametric Capital
Massachusetts
$1.17M +$1.1M +20,000 New
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$1.17M
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$1.15M -$65.5K -1,186 -6%
SPS
134
Susquehanna Portfolio Strategies
Pennsylvania
$1.15M -$1.67M -30,317 -61%
YCM
135
Yousif Capital Management
Michigan
$1.13M -$67K -1,214 -6%
New York State Common Retirement Fund
136
New York State Common Retirement Fund
New York
$1.13M +$11K +200 +1%
CAU
137
Caxton Associates (UK)
$1.12M +$1.05M +19,057 New
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M
Pacer Advisors
139
Pacer Advisors
Pennsylvania
$1.1M +$1.04M +18,766 New
SO
140
STRS Ohio
Ohio
$1.09M +$822K +14,900 +403%
BHCM
141
Brevan Howard Capital Management
Jersey
$1.08M -$3.97M -71,893 -80%
ASRS
142
Arizona State Retirement System
Arizona
$1.06M +$14.8K +269 +2%
FCBT
143
First Citizens Bank & Trust
North Carolina
$1.04M +$22.4K +405 +2%
PFSRSONJ
144
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.04M +$197K +3,566 +25%
Mariner
145
Mariner
Kansas
$1.04M +$17K +308 +2%
SFA
146
Sequoia Financial Advisors
Ohio
$1.03M +$596K +10,794 +160%
LSERS
147
Louisiana State Employees Retirement System
Louisiana
$1M -$11K -200 -1%
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
$991K +$933K +16,902 New
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$990K -$2.43K -44 -0.3%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$981K -$561K -10,170 -38%

NWE Hedge Fund Activity: Q3 2025 in Review

329 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2025, worth a combined $3.37B — up 8.5% from $3.11B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NWE and 49 opened new positions — a net loss of 3 holders — while 116 trimmed existing stakes and 130 added.

The largest buyer was Royal Bank of Canada, adding an estimated $32.9M. The largest seller was UBS Group, cutting an estimated $55.4M.

  • 329 institutional investors held NorthWestern Energy (NWE) as of Q3 2025, down from 335 in Q2 2025.
  • Funds reported $3.37B of NorthWestern Energy stock for Q3 2025, up 8.5% quarter-over-quarter.
  • 49 funds opened new NorthWestern Energy positions in Q3 2025 and 52 closed out, a net change of -3 holders.
  • The largest NorthWestern Energy buyer in Q3 2025 was Royal Bank of Canada, an estimated $32.9M added.
  • The largest NorthWestern Energy seller in Q3 2025 was UBS Group, an estimated $55.4M sold.

Based on aggregated 13F filings for Q3 2025.