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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
NA
251
NewEdge Advisors
Louisiana
$57.8K
Optiver Holding
252
Optiver Holding
Netherlands
$54.5K +$51.2K +1,020 New
BAMF
253
BI Asset Management Fondsmaeglerselskab
Denmark
$54K +$50.5K +1,006 New
Nomura Asset Management
254
Nomura Asset Management
Japan
$52.4K
UB
255
UMB Bank
Missouri
$52.3K +$28.6K +569 +139%
SAM
256
Smartleaf Asset Management
Massachusetts
$43.1K +$3.81K +76 +10%
FGAM
257
Financial Gravity Asset Management
Texas
$40.9K +$38.3K +764 New
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$40.1K -$6.22K -124 -14%
LI
259
LRI Investments
Florida
$39.6K -$3.41K -68 -8%
NSIM
260
North Star Investment Management
Illinois
$39K
Bessemer Group
261
Bessemer Group
New Jersey
$38K +$8.08K +161 +29%
VCM
262
Versant Capital Management
Arizona
$35.2K
SW
263
SVB Wealth
Massachusetts
$34.2K +$32.1K +639 New
EWA
264
EverSource Wealth Advisors
Alabama
$25.9K -$24.3K -484 -50%
HFS
265
Hughes Financial Services
Virginia
$25.1K +$23.6K +470 New
HCP
266
Hexagon Capital Partners
Arkansas
$24K +$9.03K +180 +67%
FGA
267
Fortis Group Advisors
New Jersey
$21.4K
RA
268
Rise Advisors
New York
$18.6K -$9.49K -189 -35%
HCA
269
Harbor Capital Advisors
Illinois
$18K -$4.07M -81,033 -100%
GWM
270
Graybill Wealth Management
Illinois
$16K +$15K +299 New
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$15.6K -$7.73K -154 -35%
PWMG
272
Private Wealth Management Group
New Jersey
$15K
T
273
Tidemark
California
$13.4K
BIG
274
Brooklyn Investment Group
New York
$12.2K +$1.3K +26 +13%
CAL
275
Capital Advisors Ltd
Ohio
$12K

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.