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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
VPIM
201
Vanguard Personalized Indexing Management
California
$404K
SC
202
Savant Capital
Illinois
$401K
CWM
203
CIBC World Markets
New York
$390K
JWM
204
Jeppson Wealth Management
California
$377K
SOAMC
205
Spirit of America Management Corp
New York
$367K
TRCT
206
Tower Research Capital (TRC)
New York
$367K
Allspring Global Investments
207
Allspring Global Investments
North Carolina
$361K
JCM
208
Jacobi Capital Management
Pennsylvania
$356K
SOADOR
209
State of Alaska Department of Revenue
Alaska
$353K
ASN
210
Advisory Services Network
Georgia
$351K
SOW
211
State of Wyoming
Wyoming
$351K
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$347K
SFA
213
Sequoia Financial Advisors
Ohio
$347K
RAM
214
Resona Asset Management
Japan
$346K
IF
215
Intrua Financial
Texas
$345K
SM
216
Sciencast Management
New Jersey
$344K
BC
217
Bridgefront Capital
Texas
$329K
PAS
218
Point72 Asia (Singapore)
Singapore
$323K
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$321K
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$316K
QCG
221
Quadrant Capital Group
Ohio
$299K
CA
222
Crewe Advisors
Utah
$294K
MCM
223
MAI Capital Management
Ohio
$278K
DZ Bank
224
DZ Bank
Germany
$258K
VF
225
Virtu Financial
New York
$257K