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TXNM

TXNM Energy Inc

351 hedge funds and large institutions have $6B invested in TXNM Energy Inc in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 127 increasing their positions, 92 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

54% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 57

38% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 92

13% more capital invested

Capital invested by funds: $5.33B → $6B (+$670M)

10.35% more ownership

Funds ownership: 104.64%114.99% (+10%)

9% more funds holding

Funds holding: 323351 (+28)

79% less call options, than puts

Call options by funds: $805K | Put options by funds: $3.85M

Holders
351
Holders Change
+28
Holders Change %
+8.67%
% of All Funds
4.62%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.12%
New
88
Increased
127
Reduced
92
Closed
57
Calls
$805K
Puts
$3.85M
Net Calls
-$3.05M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
326
AssetMark Inc
California
$2.59K +$2.4K +44 +2,200%
PWMG
327
Prestige Wealth Management Group
New Jersey
$2.42K
JWA
328
JFS Wealth Advisors
Pennsylvania
$2.31K +$490 +9 +28%
WA
329
Whipplewood Advisors
Colorado
$2.08K +$1.91K +35 +1,750%
KG
330
Kilter Group
New York
$2.08K +$2.02K +37 New
MA
331
MCF Advisors
Kentucky
$1.69K
PTC
332
Private Trust Company
Ohio
$1.69K
TPWA
333
Twin Peaks Wealth Advisors
California
$1.6K +$1.52K +28 New
SWA
334
SOA Wealth Advisors
New York
$1.41K
SC
335
Stephens Consulting
Michigan
$1.41K +$272 +5 +25%
TPCW
336
TD Private Client Wealth
New York
$1.13K +$1.09K +20 New
DPW
337
DiNuzzo Private Wealth
Pennsylvania
$733 +$327 +6 +86%
GWM
338
Geneos Wealth Management
Colorado
$563 +$545 +10 New
CPG
339
Cornerstone Planning Group
New Jersey
$455 +$436 +8 New
FMP
340
Financial Management Professionals
Texas
$451
EP
341
Essential Partners
California
$451 +$436 +8 New
AF
342
Advisornet Financial
Minnesota
$394 +$109 +2 +40%
SIC
343
SJS Investment Consulting
Ohio
$282 -$218 -4 -44%
FFO
344
Fortitude Family Office
Arizona
$282 +$272 +5 New
SHIM
345
Stone House Investment Management
Pennsylvania
$282 +$272 +5 New
SS
346
SBI Securities
Japan
$169
PWM
347
Parkworth Wealth Management
California
$169 +$109 +2 +200%
HIA
348
HFM Investment Advisors
New Jersey
$113 -$54 -1 -33%
TFM
349
TFC Financial Management
Massachusetts
$113
RWM
350
Rialto Wealth Management
New York
$113 +$109 +2 New

TXNM Hedge Fund Activity: Q2 2025 in Review

351 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TXNM Energy Inc (TXNM) for Q2 2025, worth a combined $6B — up 13% from $5.33B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new TXNM positions and 57 closed out — a net gain of 31 holders — while 127 added to existing stakes and 92 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $436M. The largest seller was Fidelity Investments, cutting an estimated $195M.

  • 351 institutional investors held TXNM Energy Inc (TXNM) as of Q2 2025, up from 323 in Q1 2025.
  • Funds reported $6B of TXNM Energy Inc stock for Q2 2025, up 13% quarter-over-quarter.
  • 88 funds opened new TXNM Energy Inc positions in Q2 2025 and 57 closed out, a net change of +31 holders.
  • The largest TXNM Energy Inc buyer in Q2 2025 was Blackstone Inc, an estimated $436M added.
  • The largest TXNM Energy Inc seller in Q2 2025 was Fidelity Investments, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2025.