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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
VCS
176
Vaughan & Co Securities
New Jersey
$603K -$106K -1,922 -16%
PAG
177
Private Advisor Group
New Jersey
$602K -$497 -9 -0.1%
B
178
Bailard
California
$592K +$71.7K +1,300 +15%
OAM
179
Oppenheimer Asset Management
New York
$587K -$15.8K -287 -3%
Prudential Financial
180
Prudential Financial
New Jersey
$559K -$6.45M -116,870 -92%
MAS
181
Meeder Advisory Services
Ohio
$552K -$39.1K -708 -7%
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$544K +$55.5K +1,006 +12%
CB
183
Commerce Bank
Missouri
$536K -$32.6K -590 -6%
QCM
184
Quantinno Capital Management
New York
$535K +$233K +4,223 +86%
ICA
185
Infrastructure Capital Advisors
New York
$527K +$7.06K +128 +1%
VPIM
186
Vanguard Personalized Indexing Management
California
$525K +$60.2K +1,090 +14%
Marshall Wace
187
Marshall Wace
United Kingdom
$525K -$2.42M -43,817 -83%
SOAMC
188
Spirit of America Management Corp
New York
$510K +$85.5K +1,550 +22%
X
189
Xponance
Pennsylvania
$509K -$386 -7 -0.1%
SOADOR
190
State of Alaska Department of Revenue
Alaska
$495K +$86.3K +1,563 +23%
PCM
191
Prelude Capital Management
New York
$459K +$432K +7,824 New
HC
192
Henshaw Capital
Massachusetts
$449K -$157K -2,845 -27%
JCM
193
Jacobi Capital Management
Pennsylvania
$424K +$16.4K +297 +4%
RAM
194
Resona Asset Management
Japan
$420K +$23.6K +427 +6%
IF
195
Intrua Financial
Texas
$417K +$21.3K +386 +6%
TSS
196
Two Sigma Securities
New York
$408K -$431K -7,813 -53%
JWM
197
Jeppson Wealth Management
California
$408K -$22.1K -400 -5%
QCG
198
Quadrant Capital Group
Ohio
$406K +$60K +1,088 +19%
ASN
199
Advisory Services Network
Georgia
$396K +$12.4K +224 +3%
CBU
200
CIBC Bancorp USA
Illinois
$386K +$363K +6,581 New

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.