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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
PA
526
Parallel Advisors
California
$448K +$134K +921 +47%
TCM
527
Tributary Capital Management
Nebraska
$445K +$120K +825 +40%
MP
528
McDonald Partners
Ohio
$443K +$4.08K +28 +1%
BHWM
529
Beaird Harris Wealth Management
Texas
$441K
Kovitz Investment Group Partners
530
Kovitz Investment Group Partners
Illinois
$441K -$69.4K -476 -14%
SHFA
531
SC&H Financial Advisors
Maryland
$437K
PCS
532
Personal CFO Solutions
New Jersey
$435K +$12K +82 +3%
MSA
533
MUFG Securities Americas
New York
$434K +$75.6K +518 +23%
PFPT
534
Pinnacle Financial Partners (Tennessee)
Tennessee
$434K -$16.5K -113 -4%
MNBTD
535
Moody National Bank Trust Division
Texas
$432K +$38.4K +263 +10%
GC
536
Grimes & Company
Massachusetts
$422K +$398K +2,728 New
PWG
537
Portside Wealth Group
Utah
$420K +$20.7K +142 +6%
QCG
538
Quadrant Capital Group
Ohio
$418K +$299K +2,047 +310%
BBA
539
BLB&B Advisors
Pennsylvania
$413K
MWM
540
MGB Wealth Management
Texas
$412K
ET
541
Equitable Trust
Tennessee
$400K -$16.9K -116 -4%
DWT
542
Dorsey & Whitney Trust
South Dakota
$397K -$36.6K -251 -9%
WAM
543
Walker Asset Management
Missouri
$396K +$2.19K +15 +0.6%
OIA
544
OneDigital Investment Advisors
Kansas
$396K +$47.3K +324 +14%
SC
545
SummitTX Capital
Texas
$392K +$370K +2,536 New
PI
546
PFG Investments
New York
$392K
I
547
InceptionR
California
$390K +$368K +2,526 New
SAM
548
Strategy Asset Managers
California
$389K -$23.5K -161 -6%
JE
549
JMAC Enterprises
Pennsylvania
$386K +$365K +2,500 New
UCFA
550
United Capital Financial Advisors
Texas
$384K +$37.3K +256 +12%

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.