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Atmos Energy
ATO

Overview Fund Activity

852 hedge funds and large institutions have $24.2B invested in Atmos Energy in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 345 increasing their positions, 257 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+44
Holders Change %
+5.45%
% of All Funds
11.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
117
Increased
345
Reduced
257
Closed
59
Calls
$21M
Puts
$27.5M
Net Calls
-$6.47M
Net Calls Change
-$18.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$248M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$65.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$45.6M
4
CGPCS
Capital Group Private Client Services
California
+$45.6M
5
UBS AM
UBS AM
Illinois
+$39.8M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$166M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$125M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$103M
4
Citadel Advisors
Citadel Advisors
Florida
-$57.1M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$49.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
826
Avion Wealth
Texas
$2K – – –
CPG
827
Cornerstone Planning Group
New Jersey
$1.92K +$1.12K +7 +140%
FPF
828
First Pacific Financial
Washington
$1.86K +$1.86K +12 New
DWM
829
Dogwood Wealth Management
Kansas
$1.55K +$1.55K +10 New
WCM
830
WealthTrak Capital Management
Virginia
$1.39K +$928 +6 +200%
RWM
831
Rialto Wealth Management
New York
$1.39K +$1.39K +9 New
VWA
832
Valued Wealth Advisors
Utah
$1.24K – – –
RF
833
Rossby Financial
Florida
$1.11K +$1.11K +7 New
RA
834
Rise Advisors
New York
$1.08K +$1.08K +7 New
BGWM
835
Bridge Generations Wealth Management
Florida
$928 +$928 +6 New
HWA
836
HHM Wealth Advisors
Tennessee
$773 – – –
NL
837
NVWM LLC
Pennsylvania
$773 +$773 +5 New
GC
838
Garde Capital
Washington
$773 +$773 +5 New
GJIA
839
Glass Jacobson Investment Advisors
Maryland
$697 – – –
BHWM
840
Bay Harbor Wealth Management
Maryland
$618 +$618 +4 New
PWA
841
Principia Wealth Advisory
Texas
$596 – – –
WW
842
Winnow Wealth
Texas
$526 +$132 +1 +33%
T
843
Transce3nd
Texas
$464 -$773 -5 -63%
PWM
844
Parkworth Wealth Management
California
$464 – – –
AP
845
Aspect Partners
Virginia
$464 +$155 +1 +50%
BWL
846
Bogart Wealth LLC
Virginia
$464 +$464 +3 New
RPA
847
Redwood Park Advisors
California
$310 – – –
HIA
848
HFM Investment Advisors
New Jersey
$310 +$310 +2 New
RS
849
Rakuten Securities
Japan
$309 -$23K -149 -99%
TFM
850
TFC Financial Management
Massachusetts
$155 – – –
32 33
34
35 36