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Atmos Energy
ATO

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: 869 → 910 (+41)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (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

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$104M
2
Morgan Stanley
Morgan Stanley
New York
+$65.9M
3
Goldman Sachs
Goldman Sachs
New York
+$58.5M
4
Capital International Investors
Capital International Investors
California
+$58.1M
5
State Street
State Street
Massachusetts
+$57.6M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$148M
2
UBS AM
UBS AM
Illinois
-$82.8M
3
Aristotle Capital Management
Aristotle Capital Management
California
-$62.3M
4
CGPCS
Capital Group Private Client Services
California
-$57.5M
5
MIM
Merewether Investment Management
Texas
-$44.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
876
Valued Wealth Advisors
Utah
$1.37K – – –
PWA
877
Principia Wealth Advisory
Texas
$1.37K +$161 +1 +14%
HHGA
878
Halbert Hargrove Global Advisors
California
$1.37K +$1.29K +8 New
AFG
879
Albion Financial Group
Utah
$1.2K +$1.13K +7 New
EWP
880
Elevation Wealth Partners
California
$1.2K +$1.13K +7 New
Kayne Anderson Rudnick Investment Management
881
Kayne Anderson Rudnick Investment Management
California
$1.2K – – –
TIM
882
Tortoise Investment Management
New York
$1.2K +$484 +3 +75%
WA
883
WestEnd Advisors
North Carolina
$1.2K +$1.13K +7 New
RF
884
Rossby Financial
Florida
$1.19K – – –
BI
885
Binnacle Investments
Iowa
$1.02K – – –
BGWM
886
Bridge Generations Wealth Management
Florida
$1.02K – – –
HIA
887
HFM Investment Advisors
New Jersey
$854 – – –
AT
888
Avalon Trust
New Mexico
$854 +$807 +5 New
GA
889
Guerra Advisors
Florida
$854 +$807 +5 New
KG
890
Kilter Group
New York
$854 +$807 +5 New
TCB
891
Texas Capital Bancshares
Texas
$854 +$807 +5 New
DF
892
Dunhill Financial
United Kingdom
$843 +$161 +1 +25%
WW
893
Winnow Wealth
Texas
$684 +$646 +4 New
RS
894
Rakuten Securities
Japan
$683 -$6.94K -43 -91%
NL
895
NVWM LLC
Pennsylvania
$683 – – –
QWM
896
Quaker Wealth Management
New Jersey
$683 – – –
HFS
897
Hughes Financial Services
Virginia
$533 – – –
BIM
898
Breakwater Investment Management
Washington
$513 +$484 +3 New
PAM
899
Palisade Asset Management
Minnesota
$513 +$484 +3 New
SA
900
Seneschal Advisors
Washington
$513 +$484 +3 New
34 35
36
37 38

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.