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TXNM

TXNM Energy Inc

323 hedge funds and large institutions have $5.33B invested in TXNM Energy Inc in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 32

71% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $11.2M

18% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 101

10% more capital invested

Capital invested by funds: $4.86B → $5.33B (+$470M)

7% more funds holding

Funds holding: 301323 (+22)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4.92% less ownership

Funds ownership: 109.56%104.64% (-4.9%)

Holders
323
Holders Change
+22
Holders Change %
+7.31%
% of All Funds
4.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
56
Increased
119
Reduced
101
Closed
32
Calls
$19.1M
Puts
$11.2M
Net Calls
+$7.91M
Net Calls Change
+$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
226
Evergreen Capital Management
Washington
$205K +$193K +3,840 New
HSBC Holdings
227
HSBC Holdings
United Kingdom
$204K -$44.9K -895 -19%
AC
228
AXQ Capital
New Jersey
$201K +$188K +3,753 New
KBC Group
229
KBC Group
Belgium
$188K +$2.66K +53 +2%
S
230
SignatureFD
Georgia
$149K -$1.25K -25 -0.9%
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$128K -$192K -3,818 -61%
CIAM
232
Caitong International Asset Management
Hong Kong
$112K +$105K +2,086 New
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$101K
UFF
234
USA Financial Formulas
Michigan
$94.3K +$88.5K +1,763 New
TIM
235
Tortoise Investment Management
New York
$92.4K
SPIA
236
Steward Partners Investment Advisory
New York
$91.7K +$14.6K +291 +20%
CCM
237
Coldstream Capital Management
Washington
$86.4K +$81.1K +1,615 New
LC
238
Lindbrook Capital
California
$85.9K +$49.4K +984 +158%
SCM
239
Sterling Capital Management
North Carolina
$84.1K -$81.3K -1,620 -51%
Russell Investments Group
240
Russell Investments Group
United Kingdom
$84.1K +$3.92K +78 +5%
TCOV
241
Trust Company of Vermont
Vermont
$80.4K
BTI
242
Blue Trust Inc
Georgia
$76.9K +$13.6K +270 +23%
EB
243
Eastern Bank
Massachusetts
$76.7K -$32.9K -655 -31%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$75.7K -$10.6K -212 -12%
AF
245
Allworth Financial
California
$70.3K +$3.01K +60 +5%
IA
246
IFP Advisors
Florida
$68.3K +$602 +12 +0.9%
WSFS
247
Wilmington Savings Fund Society
Delaware
$64.9K -$8.83K -176 -13%
FFA
248
Farther Finance Advisors
California
$62.5K +$40.7K +810 +227%
PA
249
Parallel Advisors
California
$61.4K -$17.5K -349 -23%
Twin Tree Management
250
Twin Tree Management
Texas
$58.4K +$54.8K +1,092 New

TXNM Hedge Fund Activity: Q1 2025 in Review

323 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q1 2025, worth a combined $5.33B — up 9.7% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new TXNM positions and 32 closed out — a net gain of 24 holders — while 119 added to existing stakes and 101 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $142M. The largest seller was Zimmer Partners, exiting entirely with an estimated $166M sold.

  • 323 institutional investors held TXNM Energy Inc (TXNM) as of Q1 2025, up from 301 in Q4 2024.
  • Funds reported $5.33B of TXNM Energy Inc stock for Q1 2025, up 9.7% quarter-over-quarter.
  • 56 funds opened new TXNM Energy Inc positions in Q1 2025 and 32 closed out, a net change of +24 holders.
  • The largest TXNM Energy Inc buyer in Q1 2025 was Fidelity Investments, an estimated $142M added.
  • The largest TXNM Energy Inc seller in Q1 2025 was Zimmer Partners, an estimated $166M sold.

Based on aggregated 13F filings for Q1 2025.