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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
BlackRock
1
BlackRock
New York
$533M -$103M -1,886,532 -17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$392M -$4.09M -75,154 -1%
American Century Companies
3
American Century Companies
Missouri
$171M -$17.9M -328,484 -10%
State Street
4
State Street
Massachusetts
$149M +$1.37M +25,125 +1%
RRAM
5
River Road Asset Management
Kentucky
$137M +$222K +4,074 +0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$90.9M +$1.91M +35,059 +2%
Franklin Resources
7
Franklin Resources
California
$76.6M -$15.2K -279 -0%
Macquarie Group
8
Macquarie Group
Australia
$73.7M -$710K -13,050 -1%
SFM
9
Systematic Financial Management
New Jersey
$64.5M +$232K +4,264 +0.4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$59.2M -$529K -9,724 -0.9%
WHG
11
Westwood Holdings Group
Texas
$57.9M +$6.37M +117,087 +13%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$57M +$16.1M +296,151 +43%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$56.5M -$51.9K -955 -0.1%
First Trust Advisors
14
First Trust Advisors
Illinois
$55.5M -$2.19M -40,349 -4%
N
15
Nuveen
North Carolina
$53.5M +$9.39M +172,694 +23%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$51.8M -$1.18M -21,699 -2%
Charles Schwab
17
Charles Schwab
California
$51M +$67.2K +1,236 +0.1%
Northern Trust
18
Northern Trust
Illinois
$50.5M -$1.13M -20,819 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$50.1M -$1.1M -20,259 -2%
UBS Group
20
UBS Group
Switzerland
$48.4M +$7.59M +139,580 +20%
Victory Capital Management
21
Victory Capital Management
Texas
$48M -$2.51M -46,202 -5%
Invesco
22
Invesco
Georgia
$46.7M -$5.34M -98,157 -11%
Norges Bank
23
Norges Bank
Norway
$43.6M
Bank of America
24
Bank of America
North Carolina
$42.7M +$3.31M +60,882 +9%
ProShare Advisors
25
ProShare Advisors
Maryland
$40.9M -$3.56M -65,387 -8%

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.