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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
New York State Common Retirement Fund
151
New York State Common Retirement Fund
New York
$1.11M
GC
152
Guggenheim Capital
Illinois
$1.11M -$433K -7,955 -29%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$1.09M
WG
154
Winton Group
United Kingdom
$1.09M +$1.02M +18,749 New
KCM
155
Kennedy Capital Management
Missouri
$1.07M -$4.19M -77,106 -81%
AIP
156
Ameritas Investment Partners
Nebraska
$1.06M -$23.2K -427 -2%
Mariner
157
Mariner
Kansas
$1.04M +$123K +2,270 +14%
HAI
158
Hennessy Advisors Inc
California
$1.04M -$48.9K -900 -5%
ASRS
159
Arizona State Retirement System
Arizona
$1.02M -$12.4K -228 -1%
LSERS
160
Louisiana State Employees Retirement System
Louisiana
$995K +$10.9K +200 +1%
HCM
161
Huber Capital Management
California
$969K +$357K +6,572 +65%
DCM
162
Dean Capital Management
Kansas
$954K +$354K +6,511 +65%
XT
163
XTX Topco
Cayman Islands
$951K +$894K +16,441 New
IC
164
IEQ Capital
California
$899K +$633K +11,644 +299%
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$897K -$345K -6,343 -29%
DFCM
166
Dark Forest Capital Management
Puerto Rico
$886K +$833K +15,318 New
SOMRS
167
State of Michigan Retirement System
Michigan
$852K +$10.9K +200 +1%
TI
168
Trexquant Investment
Connecticut
$844K +$793K +14,592 New
ETC
169
Exchange Traded Concepts
Oklahoma
$832K +$31K +571 +4%
CWM
170
CIBC World Markets
New York
$792K +$430K +7,912 +137%
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$789K +$489 +9 +0.1%
US Bancorp
172
US Bancorp
Minnesota
$764K -$9.46K -174 -1%
PFSRSONJ
173
Police & Firemen's Retirement System of New Jersey
New Jersey
$760K
OPERF
174
Oregon Public Employees Retirement Fund
Oregon
$724K
VCS
175
Vaughan & Co Securities
New Jersey
$723K +$4.46K +82 +0.7%

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.