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Atmos Energy

910 hedge funds and large institutions have $27.2B invested in Atmos Energy in 2025 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 359 increasing their positions, 261 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $29.3M | Put options by funds: $8.72M

71% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 70

38% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 261

10% more capital invested

Capital invested by funds: $24.7B → $27.2B (+$2.52B)

5% more funds holding

Funds holding: 869910 (+41)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.62% less ownership

Funds ownership: 101.01%99.39% (-1.6%)

Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
11.94%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
120
Increased
359
Reduced
261
Closed
70
Calls
$29.3M
Puts
$8.72M
Net Calls
+$20.6M
Net Calls Change
+$59.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
301
Phillips Financial Management
Indiana
$2.59M +$1.61K +10 +0.1%
DGM
302
Delta Global Management
New York
$2.57M +$2.43M +15,059 New
DAS
303
Diversify Advisory Services
Utah
$2.54M +$162K +1,003 +7%
AWM
304
Apollon Wealth Management
South Carolina
$2.5M +$1.25M +7,715 +112%
CGH
305
Crossmark Global Holdings
Texas
$2.47M +$274K +1,698 +13%
FNBOO
306
First National Bank of Omaha
Nebraska
$2.45M -$1.15M -7,116 -33%
JIC
307
Johnson Investment Counsel
Ohio
$2.44M +$323 +2 +0%
TCOV
308
Trust Company of Vermont
Vermont
$2.44M +$78.3K +485 +4%
RLH
309
RD Lewis Holdings
Florida
$2.39M +$148K +914 +7%
GIA
310
Gateway Investment Advisers
Ohio
$2.35M -$807 -5 -0%
WT
311
Whittier Trust
California
$2.34M -$212K -1,312 -9%
CWM
312
Cordatus Wealth Management
Pennsylvania
$2.33M -$6.94K -43 -0.3%
Pacer Advisors
313
Pacer Advisors
Pennsylvania
$2.31M -$1.75M -10,858 -45%
DCM
314
Dean Capital Management
Kansas
$2.29M
TAF
315
Tredje AP-fonden
Sweden
$2.27M +$255K +1,581 +13%
TNBTD
316
Trustmark National Bank Trust Department
Mississippi
$2.25M -$14.7K -91 -0.7%
VA
317
Vident Advisory
Georgia
$2.2M -$254K -1,571 -11%
FBT
318
First Bankers Trust
Kentucky
$2.2M -$14.9K -92 -0.7%
Credit Agricole
319
Credit Agricole
France
$2.17M +$2.05M +12,690 New
WC
320
Westerkirk Capital
$2.16M -$683K -4,232 -25%
DIM
321
DC Investments Management
Virginia
$2.12M
ADMI
322
Albert D. Mason Inc
Massachusetts
$2.1M +$619K +3,832 +45%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$2.06M +$256K +1,586 +15%
PAG
324
Private Advisor Group
New Jersey
$2.05M +$48K +297 +3%
BL
325
BFSG LLC
California
$2.05M +$52.3K +324 +3%

ATO Hedge Fund Activity: Q3 2025 in Review

910 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q3 2025, worth a combined $27.2B — up 10% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new ATO positions and 70 closed out — a net gain of 50 holders — while 359 added to existing stakes and 261 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $104M. The largest seller was Wellington Management Group, cutting an estimated $148M.

  • 910 institutional investors held Atmos Energy (ATO) as of Q3 2025, up from 869 in Q2 2025.
  • Funds reported $27.2B of Atmos Energy stock for Q3 2025, up 10% quarter-over-quarter.
  • 120 funds opened new Atmos Energy positions in Q3 2025 and 70 closed out, a net change of +50 holders.
  • The largest Atmos Energy buyer in Q3 2025 was Cohen & Steers, an estimated $104M added.
  • The largest Atmos Energy seller in Q3 2025 was Wellington Management Group, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2025.