We are live on ! Find out more
ATO icon

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
PMFA
701
Plante Moran Financial Advisors
Michigan
$118K +$10.6K +73 +11%
CI Investments Inc
702
CI Investments Inc
Ontario, Canada
$116K +$29K +199 +36%
TF
703
Tompkins Financial
New York
$116K
HPC
704
HM Payson & Co
Maine
$108K
PFBT
705
Parkside Financial Bank & Trust
Missouri
$108K +$14.7K +101 +17%
SAM
706
Smartleaf Asset Management
Massachusetts
$103K +$31.7K +217 +47%
SW
707
SVB Wealth
Massachusetts
$98K +$92.5K +634 New
KFGG
708
Keystone Financial Group (Georgia)
Georgia
$92.6K +$438 +3 +0.5%
CTA
709
Colonial Trust Advisors
South Carolina
$87.8K
ST
710
Smithfield Trust
Pennsylvania
$87K -$3.79K -26 -4%
AF
711
Advisornet Financial
Minnesota
$83.9K +$76K +521 +2,368%
SAM
712
S.A. Mason
Michigan
$83.9K +$79.2K +543 New
CWM
713
Compass Wealth Management
Connecticut
$81.2K
PP
714
PFS Partners
New Jersey
$77.3K
C
715
Covestor
United Kingdom
$73K -$46.4K -318 -40%
BCMLT
716
Beacon Capital Management LLC (Tennessee)
Tennessee
$72.6K
AAG
717
Armstrong Advisory Group
Massachusetts
$69.6K
CH
718
Cromwell Holdings
Wyoming
$68.9K +$1.46K +10 +2%
VCM
719
Versant Capital Management
Arizona
$66.9K +$40.7K +279 +181%
CSP
720
Cary Street Partners
Virginia
$65.5K +$23K +158 +59%
BGAI
721
Bruce G. Allen Investments
Colorado
$64.2K -$3.21K -22 -5%
SIM
722
Sentry Investment Management
Wisconsin
$62K -$18.7K -128 -23%
ZBNA
723
Zions Bancorporation, National Association
Utah
$58.9K +$55.6K +381 New
PTC
724
Private Trust Company
Ohio
$58.4K +$11.4K +78 +26%
BONH
725
Bank of New Hampshire
New Hampshire
$58K +$54.7K +375 New

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.