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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
BlackRock
1
BlackRock
New York
$681M -$29.4M -585,963 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$561M +$18.2M +361,945 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$359M +$142M +2,820,333 +72%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$313M -$16.7M -333,482 -5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$190M +$52.4M +1,043,259 +41%
State Street
6
State Street
Massachusetts
$189M +$893K +17,801 +0.5%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$164M -$38.7M -771,707 -20%
WHRC
8
W.H. Reaves & Co
New Jersey
$162M +$5.73M +114,241 +4%
TIM
9
Thornburg Investment Management
New Mexico
$160M -$1.71M -34,134 -10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$118M +$3.72M +74,101 +3%
Point72 Asset Management
11
Point72 Asset Management
Connecticut
$106M +$13.9M +276,053 +16%
WHG
12
Westwood Holdings Group
Texas
$98.3M +$11.4M +226,386 +14%
BC
13
Brookfield Corp
Ontario, Canada
$94.2M +$88.4M +1,761,708 New
Bank of America
14
Bank of America
North Carolina
$84.8M +$80.6K +1,606 +0.1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$81.7M -$3.85M -76,689 -5%
Franklin Resources
16
Franklin Resources
California
$81.1M -$5.07M -101,039 -6%
RRAM
17
River Road Asset Management
Kentucky
$78.5M -$37.6M -749,071 -34%
ECP
18
Empyrean Capital Partners
California
$75.1M
UBS Group
19
UBS Group
Switzerland
$73.7M -$59.6M -1,186,697 -46%
Goldman Sachs
20
Goldman Sachs
New York
$69.6M -$2.3M -45,747 -3%
Charles Schwab
21
Charles Schwab
California
$67.1M -$629K -12,536 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$63.8M -$14.2M -282,941 -19%
Northern Trust
23
Northern Trust
Illinois
$61.2M -$817K -16,287 -1%
Victory Capital Management
24
Victory Capital Management
Texas
$61.2M -$8.78M -174,946 -13%
First Trust Advisors
25
First Trust Advisors
Illinois
$51.9M +$38.1M +759,436 +361%

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.