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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
GWSG
201
GPS Wealth Strategies Group
Colorado
$307K +$552 +11 +0.2%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$307K -$25.3K -504 -8%
CPIG
203
Chicago Partners Investment Group
Illinois
$301K -$502 -10 -0.2%
ACM
204
Aster Capital Management
United Arab Emirates
$290K +$240K +4,778 +625%
First Eagle Investment Management
205
First Eagle Investment Management
New York
$288K +$2.31K +46 +0.9%
FRM
206
Fox Run Management
Connecticut
$286K +$269K +5,356 New
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$282K +$24.4K +486 +10%
SOAMC
208
Spirit of America Management Corp
New York
$278K +$25.1K +500 +11%
CGH
209
Crossmark Global Holdings
Texas
$276K -$3.06K -61 -1%
SG Americas Securities
210
SG Americas Securities
New York
$274K -$536K -10,684 -68%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$272K +$14.4K +287 +6%
HWAM
212
Hennion & Walsh Asset Management
New Jersey
$270K +$253K +5,047 New
Universal-Beteiligungs- und Servicegesellschaft
213
Universal-Beteiligungs- und Servicegesellschaft
Germany
$267K +$251K +5,000 New
M&T Bank
214
M&T Bank
New York
$259K +$243K +4,845 New
TRCT
215
Tower Research Capital (TRC)
New York
$252K -$164K -3,264 -41%
SAM
216
Shell Asset Management
Netherlands
$245K -$9.94K -198 -4%
COI
217
Connable Office Inc
Michigan
$235K -$48K -956 -18%
ECM
218
Everence Capital Management
Indiana
$232K
TFS
219
Thoroughbred Financial Services
Tennessee
$231K -$39.4K -786 -15%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$227K
LWAM
221
Legacy Wealth Asset Management
Minnesota
$227K -$27.5K -548 -11%
PWP
222
Phillips Wealth Planners
Mississippi
$210K -$46.2K -920 -18%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$209K +$196K +3,903 New
GSWA
224
Good Steward Wealth Advisors
Tennessee
$208K +$195K +3,882 New
GI
225
GAMMA Investing
California
$206K +$31.4K +625 +19%

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.