We are live on ! Find out more
ATO icon

Atmos Energy

861 hedge funds and large institutions have $24.4B invested in Atmos Energy in 2025 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 349 increasing their positions, 260 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 58

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

34% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 260

12% more capital invested

Capital invested by funds: $21.8B → $24.4B (+$2.62B)

6% more funds holding

Funds holding: 816861 (+45)

1.18% less ownership

Funds ownership: 100.72%99.54% (-1.2%)

24% less call options, than puts

Call options by funds: $21M | Put options by funds: $27.5M

Holders
861
Holders Change
+45
Holders Change %
+5.51%
% of All Funds
11.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
115
Increased
349
Reduced
260
Closed
58
Calls
$21M
Puts
$27.5M
Net Calls
-$6.47M
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
451
Old Port Advisors
Maine
$727K -$42.7K -293 -6%
CT
452
Clearstead Trust
Maine
$716K +$1.6K +11 +0.2%
MFG
453
Merit Financial Group
Georgia
$713K +$67K +459 +11%
OWP
454
ORG Wealth Partners
Texas
$702K +$7.44K +51 +1%
KRSITF
455
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$696K +$657K +4,501 New
Vontobel Holding
456
Vontobel Holding
Switzerland
$694K +$21.9K +150 +3%
TFG
457
Taylor Financial Group
Virginia
$690K
HWM
458
HB Wealth Management
Georgia
$690K +$231K +1,583 +55%
Focus Partners Wealth
459
Focus Partners Wealth
Massachusetts
$683K -$76.6K -525 -11%
FIM
460
Freedom Investment Management
Connecticut
$677K -$83K -569 -11%
FC
461
FORA Capital
Florida
$676K +$638K +4,371 New
AIA
462
AssuredPartners Investment Advisors
Florida
$675K -$74.1K -508 -10%
IMCOOI
463
Investment Management Corp of Ontario (IMCO)
Canada
$675K
GXJ
464
Global X Japan
Japan
$671K +$101K +694 +19%
GWM
465
GDS Wealth Management
Texas
$666K
CWM
466
Cornerstone Wealth Management
Missouri
$658K -$13.4K -92 -2%
KWM
467
Kingsview Wealth Management
Oregon
$644K +$438 +3 +0.1%
FC
468
Fulcrum Capital
Washington
$634K
JPWM
469
Jamison Private Wealth Management
Georgia
$622K -$1.28M -8,752 -69%
WI
470
Wahed Invest
New York
$621K +$21.6K +148 +4%
LFG
471
Larson Financial Group
Missouri
$620K +$37.8K +259 +7%
NCM
472
Novare Capital Management
North Carolina
$618K -$24.8K -170 -4%
PP
473
Prudential plc
United Kingdom
$615K +$294K +2,017 +103%
SPC
474
Sigma Planning Corp
Michigan
$613K +$81.8K +561 +16%
CCM
475
Coldstream Capital Management
Washington
$604K +$6.27K +43 +1%

ATO Hedge Fund Activity: Q1 2025 in Review

861 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q1 2025, worth a combined $24.4B — up 12% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new ATO positions and 58 closed out — a net gain of 57 holders — while 349 added to existing stakes and 260 trimmed.

The largest buyer was Capital International Investors, adding an estimated $234M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $156M.

  • 861 institutional investors held Atmos Energy (ATO) as of Q1 2025, up from 816 in Q4 2024.
  • Funds reported $24.4B of Atmos Energy stock for Q1 2025, up 12% quarter-over-quarter.
  • 115 funds opened new Atmos Energy positions in Q1 2025 and 58 closed out, a net change of +57 holders.
  • The largest Atmos Energy buyer in Q1 2025 was Capital International Investors, an estimated $234M added.
  • The largest Atmos Energy seller in Q1 2025 was BNP Paribas Financial Markets, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2025.