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.
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: 347 → 328 (-19)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
25% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$89.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.4M |
| 3 |
CM
Corvex Management
New York
|
+$18.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$15M |
| 5 |
Millennium Management
New York
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$23.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$19.8M |
| 3 |
JP Morgan Chase
New York
|
-$17.9M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$12.9M |
| 5 |
Jane Street
New York
|
-$11.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RMP
376
Richards, Merrill & Peterson
Spokane,
Washington
| – | -$9.91K | -138 | Closed |
|
|
SO
377
Sierra Ocean
Ripon,
California
| – | -$4.52K | -63 | Closed |
|
|
AA
378
Addison Advisors
Middlebury,
Vermont
| – | -$3.88K | -54 | Closed |
|
|
TPCW
379
TD Private Client Wealth
New York
| – | -$2.94K | -41 | Closed |
|
380
Amundi
Paris,
France
| – | -$2.17K | -30 | Closed |
|
|
CFD
381
Creative Financial Designs
Kokomo,
Indiana
| – | -$1.65K | -23 | Closed |
|
|
SC
382
Stephens Consulting
Flint,
Michigan
| – | -$1.44K | -20 | Closed |
|
|
CWM
383
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| – | -$1.22K | -17 | Closed |
|
384
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$790 | -11 | Closed |
|
|
GFPC
385
Global Financial Private Client
Sarasota,
Florida
| – | -$718 | -10 | Closed |
|
|
HWP
386
Highline Wealth Partners
Sherman Oaks,
California
| – | -$646 | -9 | Closed |
|
|
PWA
387
Physician Wealth Advisors
Midvale,
Utah
| – | -$647 | -9 | Closed |
|
|
TFM
388
TFC Financial Management
Boston,
Massachusetts
| – | -$72 | -1 | Closed |
|
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.