We are live on ! Find out more
SWX icon

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
Morgan Stanley
26
Morgan Stanley
New York
$42.7M +$6.2M +85,972 +18%
N
27
Nuveen
North Carolina
$31.7M -$1.05M -14,597 -3%
Millennium Management
28
Millennium Management
New York
$31.1M +$15M +207,738 +99%
AQR Capital Management
29
AQR Capital Management
Connecticut
$30M +$12.8M +177,421 +78%
Invesco
30
Invesco
Georgia
$29.2M +$730K +10,122 +3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$23.6M +$417K +5,786 +2%
Goldman Sachs
32
Goldman Sachs
New York
$22.8M -$995K -13,801 -4%
Bank of America
33
Bank of America
North Carolina
$22.4M +$5.44M +75,440 +33%
Man Group
34
Man Group
United Kingdom
$22.3M +$3.71M +51,427 +21%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$19.8M -$2.53M -35,102 -12%
WCM
36
Wedge Capital Management
North Carolina
$19.3M +$6.91M +95,894 +58%
UBS AM
37
UBS AM
Illinois
$19M +$4.64M +64,406 +34%
UBS Group
38
UBS Group
Switzerland
$18.7M +$9.34M +129,579 +106%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$17.5M -$1.11M -15,386 -6%
Ameriprise
40
Ameriprise
Minnesota
$17.1M +$799K +11,078 +5%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$16.5M +$738K +10,233 +5%
AllianceBernstein
42
AllianceBernstein
Tennessee
$13.6M +$2.27M +31,448 +21%
Victory Capital Management
43
Victory Capital Management
Texas
$13.5M +$874K +12,118 +7%
AG
44
Algert Global
California
$13.4M +$12.6M +174,971 +3,364%
Prudential Financial
45
Prudential Financial
New Jersey
$13M +$732K +10,150 +6%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$12.8M -$4.59M -63,731 -27%
Hotchkis & Wiley Capital Management
47
Hotchkis & Wiley Capital Management
California
$12.3M -$821K -11,390 -6%
ETC
48
Exchange Traded Concepts
Oklahoma
$10.8M -$541K -7,511 -5%
Citadel Advisors
49
Citadel Advisors
Florida
$10.5M -$10.8M -150,486 -52%
Barclays
50
Barclays
United Kingdom
$9.88M +$3.03M +42,087 +46%

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.