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Southwest Gas

334 hedge funds and large institutions have $5.17B invested in Southwest Gas in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 136 increasing their positions, 93 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 93

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

2% more funds holding

Funds holding: 328334 (+6)

4% more capital invested

Capital invested by funds: $4.98B → $5.17B (+$197M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.2% less ownership

Funds ownership: 92.93%91.73% (-1.2%)

Holders
334
Holders Change
+6
Holders Change %
+1.83%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
47
Increased
136
Reduced
93
Closed
36
Calls
$3.18M
Puts
Net Calls
+$3.18M
Net Calls Change
+$211K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$39.3M +$24.9M +320,145 +176%
Invesco
27
Invesco
Georgia
$32M +$1.23M +15,831 +4%
AQR Capital Management
28
AQR Capital Management
Connecticut
$31.5M -$166K -2,128 -0.5%
N
29
Nuveen
North Carolina
$30.9M -$2.54M -32,590 -8%
Goldman Sachs
30
Goldman Sachs
New York
$27M +$3.01M +38,579 +13%
Bank of America
31
Bank of America
North Carolina
$23.4M -$239K -3,070 -1%
WCM
32
Wedge Capital Management
North Carolina
$20.3M -$19.5K -250 -0.1%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$19.1M +$678K +8,701 +4%
UBS Group
34
UBS Group
Switzerland
$18M -$1.68M -21,564 -9%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$17.7M +$268K +3,444 +2%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$17.6M +$4.1M +52,573 +31%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$17.3M -$3.48M -44,701 -17%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$16.2M +$16.1M +206,795 New
Renaissance Technologies
39
Renaissance Technologies
New York
$16.2M +$8.61M +110,500 +115%
SG
40
Sourcerock Group
Colorado
$15.7M +$6.2M +79,566 +66%
AllianceBernstein
41
AllianceBernstein
Tennessee
$14M -$233K -2,989 -2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$12.9M -$11.9M -152,762 -48%
Ameriprise
43
Ameriprise
Minnesota
$12.3M -$5.65M -72,517 -32%
UBS AM
44
UBS AM
Illinois
$12.2M -$7.72M -99,123 -39%
ETC
45
Exchange Traded Concepts
Oklahoma
$12M +$560K +7,185 +5%
Barclays
46
Barclays
United Kingdom
$11.7M +$1.27M +16,310 +12%
Prudential Financial
47
Prudential Financial
New Jersey
$11.6M -$2.13M -27,315 -16%
Legal & General Group
48
Legal & General Group
United Kingdom
$10.5M +$70.1K +900 +0.7%
Walleye Capital
49
Walleye Capital
New York
$10.2M +$3.99M +51,183 +65%
Raymond James Financial
50
Raymond James Financial
Florida
$8.9M -$103K -1,324 -1%

SWX Hedge Fund Activity: Q3 2025 in Review

334 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q3 2025, worth a combined $5.17B — up 4% from $4.98B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SWX positions and 36 closed out — a net gain of 11 holders — while 136 added to existing stakes and 93 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $94.5M. The largest seller was Icahn Carl, cutting an estimated $117M.

  • 334 institutional investors held Southwest Gas (SWX) as of Q3 2025, up from 328 in Q2 2025.
  • Funds reported $5.17B of Southwest Gas stock for Q3 2025, up 4% quarter-over-quarter.
  • 47 funds opened new Southwest Gas positions in Q3 2025 and 36 closed out, a net change of +11 holders.
  • The largest Southwest Gas buyer in Q3 2025 was Fidelity Investments, an estimated $94.5M added.
  • The largest Southwest Gas seller in Q3 2025 was Icahn Carl, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2025.