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NorthWestern Energy

335 hedge funds and large institutions have $3.11B invested in NorthWestern Energy in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 128 increasing their positions, 115 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 48

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.09M
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$23.9M
2 -$13.5M
3 -$11.7M
4
Marshall Wace
Marshall Wace
United Kingdom
-$7.04M
5
CF
Corebridge Financial
Texas
-$5.64M
Name Holding Trade Value Shares
Change
Change in
Stake
XT
176
XTX Topco
Cayman Islands
$622K
SCM
177
Sterling Capital Management
North Carolina
$613K
NMERB
178
New Mexico Educational Retirement Board
New Mexico
$605K
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$604K
HIMS
180
Hager Investment Management Services
New Hampshire
$603K
GCP
181
GSA Capital Partners
United Kingdom
$597K
AI
182
Atria Investments
North Carolina
$569K
MM
183
MQS Management
New York
$567K
Cerity Partners
184
Cerity Partners
New York
$565K
ZIM
185
Zacks Investment Management
Illinois
$555K
Creative Planning
186
Creative Planning
Kansas
$548K
CA
187
CSM Advisors
Pennsylvania
$546K
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$541K
OAM
189
Oppenheimer Asset Management
New York
$529K
PAG
190
Private Advisor Group
New Jersey
$528K
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$527K
Assenagon Asset Management
192
Assenagon Asset Management
Luxembourg
$523K
MAS
193
Meeder Advisory Services
Ohio
$520K
CB
194
Commerce Bank
Missouri
$499K
MF
195
Magnetar Financial
Illinois
$463K
B
196
Bailard
California
$451K
ICA
197
Infrastructure Capital Advisors
New York
$447K
X
198
Xponance
Pennsylvania
$446K
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$425K
D.E. Shaw & Co
200
D.E. Shaw & Co
New York
$408K