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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
BC
201
Bridgefront Capital
Texas
$506K +$476K +8,746 New
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$502K +$43.7K +803 +10%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$468K -$57.4K -1,056 -12%
AI
204
Atria Investments
North Carolina
$446K +$419K +7,709 New
JWM
205
Jeppson Wealth Management
California
$434K -$10.9K -200 -3%
Allspring Global Investments
206
Allspring Global Investments
North Carolina
$431K +$142K +2,610 +54%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$415K +$10.1K +185 +3%
IF
208
Intrua Financial
Texas
$410K +$25.3K +466 +7%
NICM
209
Neo Ivy Capital Management
New York
$401K +$377K +6,930 New
Envestnet Portfolio Solutions
210
Envestnet Portfolio Solutions
Illinois
$392K -$882K -16,215 -71%
ASN
211
Advisory Services Network
Georgia
$391K +$28.9K +531 +9%
RAM
212
Resona Asset Management
Japan
$390K
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$386K +$80K +1,471 +28%
QC
214
Quantessence Capital
New York
$376K +$353K +6,500 New
JCM
215
Jacobi Capital Management
Pennsylvania
$369K +$76.9K +1,414 +29%
SC
216
SummitTX Capital
Texas
$366K +$344K +6,331 New
EC
217
EntryPoint Capital
New York
$356K +$335K +6,155 New
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$356K
QCG
219
Quadrant Capital Group
Ohio
$343K +$290K +5,328 +892%
Assenagon Asset Management
220
Assenagon Asset Management
Luxembourg
$342K -$86.2K -1,586 -21%
CA
221
Crewe Advisors
Utah
$327K +$3.53K +65 +1%
MSAM
222
Moloney Securities Asset Management
Missouri
$307K +$289K +5,309 New
LCM
223
Legato Capital Management
California
$300K +$282K +5,179 New
HighTower Advisors
224
HighTower Advisors
Illinois
$294K -$27.4K -504 -9%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$287K +$26.5K +488 +10%

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.