We are live on ! Find out more
ATO icon

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
CIM
526
Contravisory Investment Management
Massachusetts
$501K +$474K +2,935 New
FMWA
527
Forvis Mazars Wealth Advisors
Missouri
$500K -$11.6K -72 -2%
RWM
528
Revisor Wealth Management
Ohio
$492K -$69.1K -428 -13%
TFS
529
Thoroughbred Financial Services
Tennessee
$490K -$27.6K -171 -6%
Capstone Investment Advisors
530
Capstone Investment Advisors
New York
$489K +$462K +2,864 New
QCG
531
Quadrant Capital Group
Ohio
$485K +$22.1K +137 +5%
DWT
532
Dorsey & Whitney Trust
South Dakota
$485K
CPCPP
533
Canada Post Corporation Pension Plan
Canada
$485K +$232K +1,440 +102%
SHFA
534
SC&H Financial Advisors
Maryland
$482K
BHWM
535
Beaird Harris Wealth Management
Texas
$480K
IF
536
Intrua Financial
Texas
$475K -$18.6K -115 -4%
HIS
537
Horizon Investment Services
Indiana
$475K +$807 +5 +0.2%
SIA
538
Strategic Investment Advisors
Michigan
$473K -$70.4K -436 -14%
PCS
539
Personal CFO Solutions
New Jersey
$470K +$323 +2 +0.1%
PWG
540
Portside Wealth Group
Utah
$468K -$11.5K -71 -3%
SG
541
StoneX Group
New York
$464K -$6.46K -40 -1%
AWA
542
Aaron Wealth Advisors
Illinois
$464K +$438K +2,715 New
Bank Julius Baer & Co
543
Bank Julius Baer & Co
Switzerland
$459K -$139K -860 -24%
GSEP
544
Golden State Equity Partners
California
$458K -$28.1K -174 -6%
GS
545
GTS Securities
New York
$454K +$429K +2,656 New
AIA
546
AssuredPartners Investment Advisors
Florida
$450K +$210K +1,302 +98%
BBA
547
BLB&B Advisors
Pennsylvania
$447K -$8.23K -51 -2%
NG
548
Norden Group
Utah
$445K +$12.8K +79 +3%
WAM
549
Walker Asset Management
Missouri
$442K +$2.1K +13 +0.5%
WA
550
Waverly Advisors
Alabama
$439K +$18.6K +115 +5%

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.