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Atmos Energy
ATO

Overview Fund Activity

852 hedge funds and large institutions have $24.2B invested in Atmos Energy in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 345 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+44
Holders Change %
+5.45%
% of All Funds
11.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
117
Increased
345
Reduced
257
Closed
59
Calls
$21M
Puts
$27.5M
Net Calls
-$6.47M
Net Calls Change
-$18.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$248M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$65.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$45.6M
4
CGPCS
Capital Group Private Client Services
California
+$45.6M
5
UBS AM
UBS AM
Illinois
+$39.8M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$166M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$103M
4
Citadel Advisors
Citadel Advisors
Florida
-$57.1M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
501
Revisor Wealth Management
Ohio
$497K +$194K +1,256 +64%
GT
502
Greenleaf Trust
Michigan
$493K +$103K +665 +26%
GSEP
503
Golden State Equity Partners
California
$490K -$2.78K -18 -0.6%
IWC
504
Integrated Wealth Concepts
Massachusetts
$490K +$47.6K +308 +11%
EF
505
Empowered Funds
Pennsylvania
$482K +$37.9K +245 +9%
ACA
506
Aptus Capital Advisors
Alabama
$481K -$24.7K -160 -5%
MFGM
507
Marshall Financial Group (Maryland)
Maryland
$481K -$15.6K -101 -3%
TFS
508
Thoroughbred Financial Services
Tennessee
$478K -$32.7K -212 -6%
FFA
509
Florida Financial Advisors
Florida
$478K +$478K +3,091 New
SG
510
StoneX Group
New York
$472K +$2.01K +13 +0.4%
PEAK6
511
PEAK6
Illinois
$463K +$463K +2,998 New
LIA
512
LBMC Investment Advisors
Tennessee
$463K – – –
KPWS
513
Kestra Private Wealth Services
Texas
$460K -$151K -978 -25%
BPA
514
Beacon Pointe Advisors
California
$458K +$41.4K +268 +10%
FMWA
515
Forvis Mazars Wealth Advisors
Missouri
$453K +$10.4K +67 +2%
HH
516
Hilltop Holdings
Texas
$450K +$192K +1,241 +74%
FBB
517
Fulton Breakefield Broenniman
Maryland
$450K -$77.6K -502 -15%
OAM
518
Oak Asset Management
California
$450K – – –
HIS
519
Horizon Investment Services
Indiana
$449K -$4.33K -28 -1%
CG
520
Caprock Group
Idaho
$449K +$28K +181 +7%
PA
521
Parallel Advisors
California
$448K +$142K +921 +47%
TCM
522
Tributary Capital Management
Nebraska
$445K +$128K +825 +40%
MP
523
McDonald Partners
Ohio
$443K +$4.35K +28 +1%
BHWM
524
Beaird Harris Wealth Management
Texas
$441K – – –
Kovitz Investment Group Partners
525
Kovitz Investment Group Partners
Illinois
$441K -$73.6K -476 -14%
19 20
21
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