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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
BlackRock
1
BlackRock
New York
$494M -$17.6M -318,984 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$392M -$14.1M -255,350 -4%
American Century Companies
3
American Century Companies
Missouri
$174M +$916K +16,602 +0.6%
State Street
4
State Street
Massachusetts
$154M +$1.57M +28,482 +1%
RRAM
5
River Road Asset Management
Kentucky
$134M -$423K -7,663 -0.3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$95.3M +$2.67M +48,297 +3%
Franklin Resources
7
Franklin Resources
California
$78.4M +$235K +4,261 +0.3%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$74.3M -$307K -5,559 -0.4%
Macquarie Group
9
Macquarie Group
Australia
$69.5M -$6.8M -123,240 -9%
SFM
10
Systematic Financial Management
New Jersey
$69M +$1.75M +31,671 +3%
AQR Capital Management
11
AQR Capital Management
Connecticut
$67.2M +$26M +471,125 +70%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$65.8M -$4.65M -84,296 -7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$59.2M -$203K -3,681 -0.4%
WHG
14
Westwood Holdings Group
Texas
$57.5M -$7.58M -137,400 -12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$50.5M -$654K -11,842 -1%
Bank of America
16
Bank of America
North Carolina
$50.1M -$20.2M -366,791 -30%
Charles Schwab
17
Charles Schwab
California
$49.2M -$897K -16,261 -2%
First Trust Advisors
18
First Trust Advisors
Illinois
$48.8M -$4.5M -81,522 -9%
Invesco
19
Invesco
Georgia
$47.9M +$1.18M +21,380 +3%
Northern Trust
20
Northern Trust
Illinois
$47.6M -$265K -4,796 -0.6%
ProShare Advisors
21
ProShare Advisors
Maryland
$46.6M +$5.54M +100,381 +14%
Morgan Stanley
22
Morgan Stanley
New York
$46.2M -$4.18M -75,787 -9%
N
23
Nuveen
North Carolina
$38.4M -$2.3M -41,687 -6%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$37.9M -$11.4M -206,339 -24%
Victory Capital Management
25
Victory Capital Management
Texas
$37.6M -$8.24M -149,351 -19%

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.