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Atmos Energy

869 hedge funds and large institutions have $24.7B invested in Atmos Energy in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 374 increasing their positions, 272 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

38% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 272

24% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 74

1.47% more ownership

Funds ownership: 99.54%101.01% (+1.5%)

1% more capital invested

Capital invested by funds: $24.4B → $24.7B (+$295M)

1% more funds holding

Funds holding: 861869 (+8)

65% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $59.9M

Holders
869
Holders Change
+8
Holders Change %
+0.93%
% of All Funds
11.44%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
92
Increased
374
Reduced
272
Closed
74
Calls
$21.2M
Puts
$59.9M
Net Calls
-$38.7M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
501
180 Wealth Advisors
Washington
$500K -$92.6K -596 -16%
SIA
502
Strategic Investment Advisors
Michigan
$494K -$98.6K -635 -17%
BCWM
503
Bartlett & Co Wealth Management
Ohio
$493K -$60.7K -391 -11%
DT
504
Diversified Trust
Tennessee
$491K -$10.3K -66 -2%
ACA
505
Aptus Capital Advisors
Alabama
$485K +$4.5K +29 +0.9%
PFG
506
PAX Financial Group
Texas
$479K -$65.4K -421 -12%
PFPT
507
Pinnacle Financial Partners (Tennessee)
Tennessee
$476K +$43.8K +282 +10%
GT
508
Greenleaf Trust
Michigan
$474K -$17.7K -114 -4%
TFS
509
Thoroughbred Financial Services
Tennessee
$468K -$8.23K -53 -2%
FMWA
510
Forvis Mazars Wealth Advisors
Missouri
$463K +$11.3K +73 +2%
LIA
511
LBMC Investment Advisors
Tennessee
$462K
BBVA
512
Banco Bilbao Vizcaya Argentaria
Spain
$458K -$68.2K -439 -13%
MMPW
513
Mitchell McLeod Pugh & Williams
Alabama
$452K -$94.8K -610 -17%
Kovitz Investment Group Partners
514
Kovitz Investment Group Partners
Illinois
$448K +$8.85K +57 +2%
IF
515
Intrua Financial
Texas
$446K -$88.7K -571 -16%
TCM
516
Tributary Capital Management
Nebraska
$444K
GSEP
517
Golden State Equity Partners
California
$440K -$49.6K -319 -10%
MP
518
McDonald Partners
Ohio
$439K -$3.11K -20 -0.7%
DWT
519
Dorsey & Whitney Trust
South Dakota
$438K +$41.6K +268 +10%
SHFA
520
SC&H Financial Advisors
Maryland
$435K
BHWM
521
Beaird Harris Wealth Management
Texas
$434K -$6.06K -39 -1%
PWG
522
Portside Wealth Group
Utah
$433K +$14.1K +91 +3%
MNBTD
523
Moody National Bank Trust Division
Texas
$429K -$2.02K -13 -0.5%
HIS
524
Horizon Investment Services
Indiana
$428K -$20.2K -130 -4%
SG
525
StoneX Group
New York
$425K -$45.8K -295 -10%

ATO Hedge Fund Activity: Q2 2025 in Review

869 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Atmos Energy (ATO) for Q2 2025, worth a combined $24.7B — up 1.2% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new ATO positions and 74 closed out — a net gain of 18 holders — while 374 added to existing stakes and 272 trimmed.

The largest buyer was Bank of America, adding an estimated $276M. The largest seller was Wellington Management Group, cutting an estimated $146M.

  • 869 institutional investors held Atmos Energy (ATO) as of Q2 2025, up from 861 in Q1 2025.
  • Funds reported $24.7B of Atmos Energy stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 92 funds opened new Atmos Energy positions in Q2 2025 and 74 closed out, a net change of +18 holders.
  • The largest Atmos Energy buyer in Q2 2025 was Bank of America, an estimated $276M added.
  • The largest Atmos Energy seller in Q2 2025 was Wellington Management Group, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2025.