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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
CC
201
Centiva Capital
New York
$316K
SFM
202
Signet Financial Management
New Jersey
$312K +$302K +4,194 New
First Manhattan
203
First Manhattan
New York
$305K
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$301K -$48.1K -667 -14%
AAS
205
Avantax Advisory Services
Texas
$299K +$45.3K +629 +19%
CGH
206
Crossmark Global Holdings
Texas
$299K -$36.5K -507 -11%
OIM
207
Orca Investment Management
Oregon
$294K
Allspring Global Investments
208
Allspring Global Investments
North Carolina
$290K -$12.3K -170 -4%
Corient Private Wealth
209
Corient Private Wealth
Florida
$280K +$2.52K +35 +0.9%
TI
210
TTP Investments
California
$274K +$1.15K +16 +0.4%
FRM
211
Fox Run Management
Connecticut
$270K +$261K +3,625 New
Universal-Beteiligungs- und Servicegesellschaft
212
Universal-Beteiligungs- und Servicegesellschaft
Germany
$268K +$57.6K +799 +29%
CCFM
213
Clear Creek Financial Management
Washington
$266K +$23.9K +331 +10%
SOAMC
214
Spirit of America Management Corp
New York
$257K +$21.6K +300 +10%
OF
215
Optimize Financial
California
$256K -$1.73K -24 -0.7%
PFG
216
PAX Financial Group
Texas
$252K +$244K +3,388 New
BCM
217
BTC Capital Management
Iowa
$248K +$11.5K +159 +5%
BCI
218
Brinker Capital Investments
Pennsylvania
$240K -$117K -1,629 -34%
Stifel Financial
219
Stifel Financial
Missouri
$240K +$14.9K +207 +7%
AWM
220
AE Wealth Management
Kansas
$239K -$46.3K -642 -17%
BF
221
BOK Financial
Oklahoma
$237K -$18.6K -258 -7%
BAM
222
Belpointe Asset Management
Nevada
$235K +$937 +13 +0.4%
AssetMark Inc
223
AssetMark Inc
California
$231K +$48.4K +671 +28%
GCP
224
GSA Capital Partners
United Kingdom
$224K -$55.9K -776 -20%
JIC
225
Johnson Investment Counsel
Ohio
$223K

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.