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Southwest Gas

328 hedge funds and large institutions have $4.98B invested in Southwest Gas in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 141 increasing their positions, 97 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 97

7% more capital invested

Capital invested by funds: $4.65B → $4.98B (+$324M)

2.77% more ownership

Funds ownership: 90.16%92.93% (+2.8%)

5% less funds holding

Funds holding: 347328 (-19)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 60

Holders
328
Holders Change
-19
Holders Change %
-5.48%
% of All Funds
4.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
45
Increased
141
Reduced
97
Closed
60
Calls
$2.97M
Puts
Net Calls
+$2.97M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
XT
226
XTX Topco
Cayman Islands
$222K +$215K +2,983 New
NA
227
NewEdge Advisors
Louisiana
$221K +$2.67K +37 +1%
JCM
228
Jacobsen Capital Management
Utah
$214K +$208K +2,880 New
M&T Bank
229
M&T Bank
New York
$213K +$207K +2,868 New
FDP
230
Financiere des Professionnels
Quebec, Canada
$204K +$198K +2,748 New
SG Americas Securities
231
SG Americas Securities
New York
$189K -$773K -10,727 -81%
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
$181K -$26K -361 -13%
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$173K -$10.5K -145 -6%
VCM
234
Versant Capital Management
Arizona
$149K -$6.27K -87 -4%
GRP
235
Global Retirement Partners
California
$142K +$137K +1,903 New
AF
236
Allworth Financial
California
$137K +$104K +1,445 +368%
SAM
237
Shell Asset Management
Netherlands
$128K -$13.6K -188 -10%
Osaic Holdings
238
Osaic Holdings
Arizona
$126K -$96K -1,332 -44%
MCM
239
MAI Capital Management
Ohio
$125K +$20K +278 +20%
S
240
SignatureFD
Georgia
$124K -$9.01K -125 -7%
Mirae Asset Global Investments
241
Mirae Asset Global Investments
South Korea
$122K -$93.8K -1,301 -44%
KBC Group
242
KBC Group
Belgium
$117K -$95.7K -1,328 -46%
C
243
Covestor
United Kingdom
$111K +$26K +361 +32%
CI Investments Inc
244
CI Investments Inc
Ontario, Canada
$109K -$30.6K -424 -23%
DB
245
Danske Bank
Denmark
$89.3K +$86.5K +1,200 New
VI
246
Vestcor Inc
New Brunswick, Canada
$86K -$284K -3,934 -77%
TCA
247
Trifecta Capital Advisors
Illinois
$74.4K
Daiwa Securities Group
248
Daiwa Securities Group
Japan
$70K +$11.9K +165 +21%
BNP Paribas Asset Management
249
BNP Paribas Asset Management
France
$69K +$66.5K +923 New
PA
250
Parallel Advisors
California
$65.5K +$11K +152 +21%

SWX Hedge Fund Activity: Q2 2025 in Review

328 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q2 2025, worth a combined $4.98B — up 7% from $4.65B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of SWX and 45 opened new positions — a net loss of 15 holders — while 97 trimmed existing stakes and 141 added.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $89.9M. The largest seller was Channing Capital Management, cutting an estimated $23.9M.

  • 328 institutional investors held Southwest Gas (SWX) as of Q2 2025, down from 347 in Q1 2025.
  • Funds reported $4.98B of Southwest Gas stock for Q2 2025, up 7% quarter-over-quarter.
  • 45 funds opened new Southwest Gas positions in Q2 2025 and 60 closed out, a net change of -15 holders.
  • The largest Southwest Gas buyer in Q2 2025 was T. Rowe Price Investment Management, an estimated $89.9M added.
  • The largest Southwest Gas seller in Q2 2025 was Channing Capital Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2025.