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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
Charles Schwab
26
Charles Schwab
California
$166M +$1.46M +9,038 +0.9%
CB
27
Cooke & Bieler
Pennsylvania
$160M -$11.9M -73,796 -7%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$154M +$2.04M +12,607 +1%
UBS Group
29
UBS Group
Switzerland
$148M +$26.4M +163,728 +23%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$131M +$9.42M +58,330 +8%
SAM
31
Silvercrest Asset Management
New York
$130M -$4.85M -30,053 -4%
CIMLRA
32
CBRE Investment Management Listed Real Assets
Pennsylvania
$125M +$9.67M +59,908 +9%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$125M +$2.56M +15,847 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$124M +$22.2M +137,768 +23%
GQG Partners
35
GQG Partners
Florida
$123M -$17.2M -106,463 -13%
DPIM
36
Duff & Phelps Investment Management
Illinois
$119M -$7.7M -47,674 -6%
Cohen & Steers
37
Cohen & Steers
New York
$110M +$104M +641,996 New
SEI Investments
38
SEI Investments
Pennsylvania
$109M +$7.16M +44,350 +7%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$109M -$1.85M -11,433 -2%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$103M -$819K -5,073 -0.8%
First Trust Advisors
41
First Trust Advisors
Illinois
$98.7M -$1.72M -10,680 -2%
Amundi
42
Amundi
France
$98.6M +$16.6M +103,025 +22%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$90.5M -$3.62M -22,415 -4%
NP
44
Nilsine Partners
Colorado
$89.4M -$384K -2,379 -0.5%
Chevy Chase Trust
45
Chevy Chase Trust
Maryland
$86M +$6.34M +39,278 +8%
N
46
Nuveen
North Carolina
$84.4M +$9.6M +59,474 +14%
Squarepoint
47
Squarepoint
New York
$83.8M -$37.2M -230,471 -32%
AQR Capital Management
48
AQR Capital Management
Connecticut
$83.3M +$6.69M +41,440 +9%
EIP
49
Energy Income Partners
Connecticut
$82.9M +$66K +409 +0.1%
JP Morgan Chase
50
JP Morgan Chase
New York
$81.8M +$9.14M +56,604 +13%

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.