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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
AWM
801
Atticus Wealth Management
Florida
$8.32K +$621 +4 +8%
RFS
802
Richardson Financial Services
Massachusetts
$8.3K +$777 +5 +10%
GSWM
803
Golden State Wealth Management
California
$7.55K -$3.11K -20 -29%
NSIM
804
North Star Investment Management
Illinois
$7.4K
NC
805
NewSquare Capital
Pennsylvania
$7.4K +$466 +3 +7%
PPC
806
Park Place Capital
Alabama
$7.38K
RS
807
Rakuten Securities
Japan
$7.24K +$6.99K +45 +2,250%
PGAM
808
Princeton Global Asset Management
New Jersey
$7.24K +$7.3K +47 New
RTL
809
Red Tortoise LLC
Georgia
$7.09K
SWM
810
Spire Wealth Management
Virginia
$7.09K +$1.24K +8 +21%
FPF
811
First Pacific Financial
Washington
$6.93K +$5.13K +33 +275%
BSB
812
Bangor Savings Bank
Maine
$6.63K
S
813
Sachetta
Massachusetts
$6.17K +$2.95K +19 +90%
LFA
814
Legend Financial Advisors
Pennsylvania
$5.86K +$5.9K +38 New
HHMI
815
Howard Hughes Medical Institute
Maryland
$5.24K +$5.28K +34 New
AWM
816
Abound Wealth Management
Tennessee
$5.09K
JFGIW
817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.78K
WA
818
Whipplewood Advisors
Colorado
$4.62K -$12.1K -78 -72%
MYIA
819
Mount Yale Investment Advisors
Colorado
$4.16K +$4.19K +27 New
CSB
820
City State Bank
Iowa
$4.01K
TFGT
821
TS Financial Group (TSFG)
Illinois
$4K
MSWM
822
Mowery & Schoenfeld Wealth Management
Illinois
$3.85K
WA
823
WPG Advisers
Maryland
$3.85K +$311 +2 +9%
EP
824
Essential Partners
California
$3.7K +$3.73K +24 New
TWC
825
TD Waterhouse Canada
Ontario, Canada
$3.69K

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.