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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
UBS Group
26
UBS Group
Switzerland
$144M +$34.9M +239,469 +35%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$144M -$505K -3,461 -0.4%
CB
28
Cooke & Bieler
Pennsylvania
$143M -$30.9M -212,103 -19%
Raymond James Financial
29
Raymond James Financial
Florida
$138M +$13.3M +91,266 +11%
Amundi
30
Amundi
France
$138M +$9.9M +67,860 +8%
DPIM
31
Duff & Phelps Investment Management
Illinois
$126M -$894K -6,130 -0.7%
SAM
32
Silvercrest Asset Management
New York
$126M -$1.98M -13,591 -2%
Goldman Sachs
33
Goldman Sachs
New York
$125M -$13.6M -93,220 -10%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$111M -$3.09M -21,157 -3%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$103M -$3.39M -23,231 -3%
WHRC
36
W.H. Reaves & Co
New Jersey
$102M +$5.9M +40,461 +7%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$99.6M +$1.52M +10,386 +2%
First Trust Advisors
38
First Trust Advisors
Illinois
$98.2M +$17.3M +118,863 +23%
JP Morgan Chase
39
JP Morgan Chase
New York
$94.1M +$16.8M +115,470 +23%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$93.2M +$4.91M +33,654 +6%
SEI Investments
41
SEI Investments
Pennsylvania
$92.3M -$461K -3,163 -0.5%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$88.8M -$829K -5,683 -1%
CIMLRA
43
CBRE Investment Management Listed Real Assets
Pennsylvania
$84M +$11.9M +81,603 +18%
NP
44
Nilsine Partners
Colorado
$82.6M -$2.06M -14,152 -3%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$81.3M -$840K -5,760 -1%
EIP
46
Energy Income Partners
Connecticut
$74.4M +$2.05M +14,025 +3%
Barclays
47
Barclays
United Kingdom
$73.5M +$21.2M +145,492 +44%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$73.3M -$852K -5,843 -1%
CGPCS
49
Capital Group Private Client Services
California
$70.6M +$43M +294,870 +182%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$70.2M -$156M -1,070,999 -70%

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.