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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
AIP
151
Ameritas Investment Partners
Nebraska
$977K -$90.4K -1,638 -9%
EGM
152
Engineers Gate Manager
New York
$941K -$1.73M -31,291 -66%
GC
153
Guggenheim Capital
Illinois
$933K +$88.4K +1,602 +11%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$883K -$967K -17,517 -54%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$874K +$257K +4,650 +45%
HAI
156
Hennessy Advisors Inc
California
$867K -$177K -3,200 -18%
SOMRS
157
State of Michigan Retirement System
Michigan
$857K -$5.52K -100 -0.7%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$843K +$59.8K +1,084 +8%
WIC
159
Water Island Capital
New York
$838K +$789K +14,303 New
VI
160
Vestcor Inc
New Brunswick, Canada
$826K -$29.5K -534 -4%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$826K +$437K +7,911 +129%
LPL Financial
162
LPL Financial
California
$824K +$75.2K +1,362 +11%
NMIMC
163
Northwestern Mutual Investment Management Company
Wisconsin
$802K -$1.1K -20 -0.1%
HIMS
164
Hager Investment Management Services
New Hampshire
$793K +$98.3K +1,782 +15%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$746K +$702K +12,725 New
OPERF
166
Oregon Public Employees Retirement Fund
Oregon
$727K -$11K -200 -2%
US Bancorp
167
US Bancorp
Minnesota
$721K -$10.5K -190 -2%
HCM
168
Huber Capital Management
California
$707K -$446K -8,080 -40%
NMERB
169
New Mexico Educational Retirement Board
New Mexico
$692K
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$690K
XT
171
XTX Topco
Cayman Islands
$685K -$24.7K -448 -4%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$660K +$39.5K +715 +7%
CA
173
CSM Advisors
Pennsylvania
$624K +$110 +2 +0%
ZIM
174
Zacks Investment Management
Illinois
$620K -$12.9K -233 -2%
Assenagon Asset Management
175
Assenagon Asset Management
Luxembourg
$613K +$14.3K +259 +3%

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.