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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
GI
251
GAMMA Investing
California
$61.9K -$2.67K -37 -4%
DJSG
252
D.J. St. Germain
Massachusetts
$60.5K +$38.7K +537 +195%
Nomura Asset Management
253
Nomura Asset Management
Japan
$53.6K
AF
254
Advisornet Financial
Minnesota
$52.1K -$144 -2 -0.3%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$46.3K +$8.43K +117 +23%
GSWM
256
Golden State Wealth Management
California
$45.1K
Optiver Holding
257
Optiver Holding
Netherlands
$40.5K +$3.17K +44 +9%
UB
258
UMB Bank
Missouri
$39.7K -$21.6K -299 -36%
EWM
259
Evermay Wealth Management
Virginia
$39.6K
BTI
260
Blue Trust Inc
Georgia
$39.3K +$4.18K +58 +12%
Simplex Trading
261
Simplex Trading
Illinois
$36K +$35.8K +496 New
IA
262
IFP Advisors
Florida
$35.5K +$6.27K +87 +22%
PFBT
263
Parkside Financial Bank & Trust
Missouri
$33K +$360 +5 +1%
EWA
264
EverSource Wealth Advisors
Alabama
$32.7K +$21.9K +304 +224%
SC
265
SouthState Corp
Florida
$30.2K
PTC
266
Private Trust Company
Ohio
$25.1K +$24.3K +337 New
GJIA
267
Glass Jacobson Investment Advisors
Maryland
$22.3K
BIA
268
Bell Investment Advisors
California
$21.5K +$2.45K +34 +13%
KFI
269
Key Financial Inc
Pennsylvania
$20.8K
SIS
270
Sound Income Strategies
Florida
$19.3K +$18.7K +260 New
CB
271
Community Bank
New York
$18.6K +$18K +250 New
Bessemer Group
272
Bessemer Group
New Jersey
$18K +$13.8K +191 +382%
OA
273
Operose Advisors
Wisconsin
$17.3K
SPIA
274
Steward Partners Investment Advisory
New York
$17.2K -$1.37K -19 -8%
RA
275
Rise Advisors
New York
$15.1K +$72 +1 +0.5%

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.