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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
Empower Advisory Group
176
Empower Advisory Group
Colorado
$715K -$14.6M -269,272 -96%
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$698K +$73.8K +1,357 +13%
NMERB
178
New Mexico Educational Retirement Board
New Mexico
$683K
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$680K
SCM
180
Sterling Capital Management
North Carolina
$655K -$96.5K -1,774 -14%
LPL Financial
181
LPL Financial
California
$646K -$898K -16,515 -60%
Cerity Partners
182
Cerity Partners
New York
$641K +$35.2K +648 +6%
SG Americas Securities
183
SG Americas Securities
New York
$626K +$588K +10,823 New
FP
184
Foundry Partners
Minnesota
$618K +$59.2K +1,088 +11%
PAS
185
Point72 Asia (Singapore)
Singapore
$613K +$568K +10,438 +6,867%
NRD
186
Nebula Research & Development
New York
$608K +$571K +10,503 New
HC
187
Henshaw Capital
Massachusetts
$608K
OAM
188
Oppenheimer Asset Management
New York
$605K +$140K +2,583 +33%
Creative Planning
189
Creative Planning
Kansas
$600K +$84.4K +1,552 +18%
PD
190
Point72 (DIFC)
United Arab Emirates
$594K +$559K +10,272 New
PAG
191
Private Advisor Group
New Jersey
$594K -$1.36K -25 -0.2%
ZIM
192
Zacks Investment Management
Illinois
$594K +$293K +5,391 +111%
MAS
193
Meeder Advisory Services
Ohio
$591K -$86.5K -1,590 -13%
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$582K -$897K -16,506 -62%
CB
195
Commerce Bank
Missouri
$563K -$5.27K -97 -1%
ECM
196
Everence Capital Management
Indiana
$539K
HIMS
197
Hager Investment Management Services
New Hampshire
$537K +$174K +3,200 +53%
B
198
Bailard
California
$509K +$32.6K +600 +7%
X
199
Xponance
Pennsylvania
$508K +$2.88K +53 +0.6%
VPIM
200
Vanguard Personalized Indexing Management
California
$508K -$4.08K -75 -0.8%

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.