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Southwest Gas

347 hedge funds and large institutions have $4.65B invested in Southwest Gas in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,514% more call options, than puts

Call options by funds: $366K | Put options by funds: $14K

182% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 22

18% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 105

12% more funds holding

Funds holding: 309347 (+38)

0% more capital invested

Capital invested by funds: $4.63B → $4.65B (+$17.3M)

1.19% less ownership

Funds ownership: 91.35%90.16% (-1.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
347
Holders Change
+38
Holders Change %
+12.3%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
62
Increased
124
Reduced
105
Closed
22
Calls
$366K
Puts
$14K
Net Calls
+$352K
Net Calls Change
+$416K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$694M +$1.27M +17,220 +0.2%
IC
2
Icahn Carl
Florida
$541M -$155M -2,100,000 -22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$476M -$5.29M -71,389 -1%
CM
4
Corvex Management
New York
$342M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$243M +$4.21M +56,878 +2%
State Street
6
State Street
Massachusetts
$168M -$1.65M -22,304 -0.9%
MC
7
Maverick Capital
Texas
$131M +$1.25M +16,894 +0.9%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$111M +$48.1M +650,000 +72%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$107M +$3.64M +49,112 +3%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$92.6M -$4.05M -54,687 -4%
RRAM
11
River Road Asset Management
Kentucky
$81.4M -$1.59M -21,467 -2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$75.4M +$1.43M +19,366 +2%
Principal Financial Group
13
Principal Financial Group
Iowa
$74.8M -$2.76M -37,342 -3%
CCM
14
Channing Capital Management
Illinois
$74.4M -$17.4M -234,456 -18%
ZP
15
Zimmer Partners
New York
$73.4M +$8.24M +111,341 +12%
GF
16
Gabelli Funds
New York
$69.9M -$3.88M -52,473 -5%
Charles Schwab
17
Charles Schwab
California
$69.7M -$1.52M -20,596 -2%
Macquarie Group
18
Macquarie Group
Australia
$69.6M -$3.81M -51,478 -5%
JP Morgan Chase
19
JP Morgan Chase
New York
$69.4M +$34.1M +461,101 +91%
GI
20
GAMCO Investors
Connecticut
$59.6M -$975K -13,170 -2%
Northern Trust
21
Northern Trust
Illinois
$55.9M -$2.93M -39,616 -5%
Norges Bank
22
Norges Bank
Norway
$54.5M +$2.81M +37,937 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$53.7M -$11.7M -157,764 -17%
First Trust Advisors
24
First Trust Advisors
Illinois
$42.9M -$4.56M -61,568 -9%
Morgan Stanley
25
Morgan Stanley
New York
$35.1M +$1.97M +26,638 +6%

SWX Hedge Fund Activity: Q1 2025 in Review

347 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Southwest Gas (SWX) for Q1 2025, worth a combined $4.65B — up 0.37% from $4.63B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SWX positions and 22 closed out — a net gain of 40 holders — while 124 added to existing stakes and 105 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $48.1M. The largest seller was Icahn Carl, cutting an estimated $155M.

  • 347 institutional investors held Southwest Gas (SWX) as of Q1 2025, up from 309 in Q4 2024.
  • Funds reported $4.65B of Southwest Gas stock for Q1 2025, up 0.37% quarter-over-quarter.
  • 62 funds opened new Southwest Gas positions in Q1 2025 and 22 closed out, a net change of +40 holders.
  • The largest Southwest Gas buyer in Q1 2025 was Adage Capital Partners, an estimated $48.1M added.
  • The largest Southwest Gas seller in Q1 2025 was Icahn Carl, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2025.