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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
HNB
301
Huntington National Bank
Ohio
$2.3K +$1.76K +35 +438%
WA
302
Whipplewood Advisors
Colorado
$1.98K -$1.76K -35 -95%
JWA
303
JFS Wealth Advisors
Pennsylvania
$1.71K +$402 +8 +33%
CA
304
Continuum Advisory
Idaho
$1.66K +$1K +20 +182%
MA
305
MCF Advisors
Kentucky
$1.6K
PTC
306
Private Trust Company
Ohio
$1.6K
KIM
307
Kestra Investment Management
Texas
$1.5K +$1.41K +28 New
SWA
308
SOA Wealth Advisors
New York
$1.34K
SC
309
Stephens Consulting
Michigan
$1.07K +$1K +20 New
CA
310
Clearstead Advisors
Ohio
$589 +$552 +11 New
SIC
311
SJS Investment Consulting
Ohio
$482 +$100 +2 +29%
FMP
312
Financial Management Professionals
Texas
$428
GFPC
313
Global Financial Private Client
Florida
$428 +$301 +6 +300%
DPW
314
DiNuzzo Private Wealth
Pennsylvania
$375 +$151 +3 +75%
AF
315
Advisornet Financial
Minnesota
$267
GP
316
Greenline Partners
New York
$267 +$251 +5 New
CA
317
CoreCap Advisors
Michigan
$214 +$201 +4 New
HIA
318
HFM Investment Advisors
New Jersey
$161 +$151 +3 New
SS
319
SBI Securities
Japan
$160 -$50 -1 -25%
AssetMark Inc
320
AssetMark Inc
California
$107
TFM
321
TFC Financial Management
Massachusetts
$107
BHWM
322
Bay Harbor Wealth Management
Maryland
$53 +$50 +1 New
PWM
323
Parkworth Wealth Management
California
$53 +$50 +1 New
ZP
324
Zimmer Partners
New York
-$166M -3,372,304 Closed
Cohen & Steers
325
Cohen & Steers
New York
-$32.1M -652,276 Closed

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.