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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
DC
501
Davenport & Co
Virginia
$524K -$14.4K -99 -3%
USAA
502
United Services Automobile Association
Texas
$515K +$493K +3,379 New
AR
503
Apeiron RIA
Texas
$512K
HAG
504
HighPoint Advisor Group
Illinois
$511K +$186K +1,275 +66%
DT
505
Diversified Trust
Tennessee
$503K +$34.7K +238 +8%
RWM
506
Revisor Wealth Management
Ohio
$497K +$183K +1,256 +64%
GT
507
Greenleaf Trust
Michigan
$493K +$97K +665 +26%
GSEP
508
Golden State Equity Partners
California
$490K -$2.63K -18 -0.6%
IWC
509
Integrated Wealth Concepts
Massachusetts
$490K +$44.9K +308 +11%
EF
510
Empowered Funds
Pennsylvania
$482K +$35.7K +245 +9%
ACA
511
Aptus Capital Advisors
Alabama
$481K -$23.3K -160 -5%
MFGM
512
Marshall Financial Group (Maryland)
Maryland
$481K -$14.7K -101 -3%
TFS
513
Thoroughbred Financial Services
Tennessee
$478K -$30.9K -212 -6%
FFA
514
Florida Financial Advisors
Florida
$478K +$451K +3,091 New
SG
515
StoneX Group
New York
$472K +$1.9K +13 +0.4%
PEAK6
516
PEAK6
Illinois
$463K +$437K +2,998 New
LIA
517
LBMC Investment Advisors
Tennessee
$463K
KPWS
518
Kestra Private Wealth Services
Texas
$460K -$143K -978 -25%
BPA
519
Beacon Pointe Advisors
California
$458K +$39.1K +268 +10%
FMWA
520
Forvis Mazars Wealth Advisors
Missouri
$453K +$9.77K +67 +2%
HH
521
Hilltop Holdings
Texas
$450K +$181K +1,241 +74%
FBB
522
Fulton Breakefield Broenniman
Maryland
$450K -$73.2K -502 -15%
OAM
523
Oak Asset Management
California
$450K
HIS
524
Horizon Investment Services
Indiana
$449K -$4.08K -28 -1%
CG
525
Caprock Group
Idaho
$449K +$26.4K +181 +7%

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.