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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
HT
201
Headlands Technologies
Illinois
$376K +$354K +6,423 New
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$374K -$4.22M -76,485 -92%
BC
203
Bridgefront Capital
Texas
$371K -$4.25K -77 -1%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$361K
PCM
205
Polymer Capital Management
New York
$361K +$340K +6,157 New
SCP
206
Sivia Capital Partners
California
$360K +$90.8K +1,646 +37%
AI
207
Atria Investments
North Carolina
$359K -$274K -4,969 -45%
TRCT
208
Tower Research Capital (TRC)
New York
$356K -$59.4K -1,076 -15%
QT
209
Quantbot Technologies
New York
$347K +$319K +5,782 +4,251%
CA
210
Crewe Advisors
Utah
$340K +$3.59K +65 +1%
MCM
211
MAI Capital Management
Ohio
$317K -$166 -3 -0.1%
HWAM
212
Hennion & Walsh Asset Management
New Jersey
$313K +$294K +5,335 New
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$304K -$87.3K -1,582 -23%
BF
214
BOK Financial
Oklahoma
$293K +$1.27K +23 +0.5%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$286K +$7.78K +141 +3%
PWA
216
Physician Wealth Advisors
Utah
$283K +$2.54K +46 +1%
FT
217
Fiduciary Trust
Massachusetts
$282K
Pathstone Holdings
218
Pathstone Holdings
New Jersey
$278K +$261K +4,738 New
SAM
219
Securian Asset Management
Minnesota
$267K -$4.75K -86 -2%
C
220
Covestor
United Kingdom
$266K +$250K +4,538 +113,450%
ECM
221
Everence Capital Management
Indiana
$265K +$250K +4,521 New
PWP
222
Phillips Wealth Planners
Mississippi
$259K +$246K +4,460 New
VF
223
Virtu Financial
New York
$258K -$33.5K -607 -12%
II
224
IFM Investors
Australia
$256K
BJL
225
Brighton Jones LLC
Washington
$253K +$239K +4,322 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.