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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
MCM
626
MAI Capital Management
Ohio
$241K +$78.3K +504 +48%
NAS
627
Nicolet Advisory Services
Wisconsin
$240K +$20.3K +131 +9%
EGM
628
Engineers Gate Manager
New York
$239K -$54.7K -352 -18%
BC
629
Burney Company
Virginia
$239K
FPGT
630
Financial Partners Group (Tennessee)
Tennessee
$236K -$22.2K -143 -9%
KNW
631
Kesler Norman & Wride
Utah
$236K +$932 +6 +0.4%
CAG
632
Csenge Advisory Group
Florida
$235K -$11.5K -74 -5%
LDB
633
Lee, Danner & Bass
Tennessee
$235K -$3.88K -25 -2%
BCM
634
Birch Capital Management
Texas
$234K
WEG
635
World Equity Group
Illinois
$230K +$311 +2 +0.1%
CIG
636
Cullen Investment Group
Louisiana
$229K +$1.24K +8 +0.5%
BFM
637
Boothbay Fund Management
New York
$229K +$230K +1,483 New
ATS
638
Ashton Thomas Securities
New York
$228K +$230K +1,479 New
HI
639
Harbour Investments
Wisconsin
$227K +$20K +129 +10%
SEIA
640
Signature Estate & Investment Advisors
California
$226K +$228K +1,469 New
SWA
641
Stratos Wealth Advisors
Ohio
$223K +$155 +1 +0.1%
SGK
642
Steigerwald Gordon & Koch
Virginia
$223K
SC
643
Syon Capital
California
$223K +$224K +1,445 New
BAM
644
Belpointe Asset Management
Nevada
$223K
Envestnet Portfolio Solutions
645
Envestnet Portfolio Solutions
Illinois
$221K -$19.7K -127 -8%
TCBWMS
646
Texas Capital Bank Wealth Management Services
Texas
$220K
APP
647
Avantax Planning Partners
Iowa
$219K
LWL
648
Leo Wealth LLC
Texas
$219K +$221K +1,420 New
CPCPP
649
Canada Post Corporation Pension Plan
Canada
$219K +$220K +1,418 New
FWA
650
FSM Wealth Advisors
Ohio
$216K +$220K +1,416 New

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.