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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
BlackRock
1
BlackRock
New York
$735M +$15M +207,651 +2%
IC
2
Icahn Carl
Florida
$560M
Vanguard Group
3
Vanguard Group
Pennsylvania
$523M +$29.4M +408,322 +6%
CM
4
Corvex Management
New York
$374M +$18.8M +261,458 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$267M +$15M +208,051 +6%
State Street
6
State Street
Massachusetts
$172M -$1.22M -16,918 -0.7%
MC
7
Maverick Capital
Texas
$148M +$12M +167,114 +9%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$121M +$5.05M +70,000 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$115M +$3.92M +54,318 +4%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$96.4M +$459K +6,361 +0.5%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$92.8M +$89.9M +1,246,980 New
Principal Financial Group
12
Principal Financial Group
Iowa
$87.7M +$9.87M +136,882 +13%
RRAM
13
River Road Asset Management
Kentucky
$87.3M -$1.23M -16,998 -1%
GF
14
Gabelli Funds
New York
$78M +$5.42M +75,182 +8%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$77.7M -$346K -4,795 -0.5%
Macquarie Group
16
Macquarie Group
Australia
$72.5M +$377K +5,235 +0.5%
Charles Schwab
17
Charles Schwab
California
$67.8M -$4.23M -58,640 -6%
ZP
18
Zimmer Partners
New York
$67.3M -$8.41M -116,624 -11%
GI
19
GAMCO Investors
Connecticut
$64M +$2.13M +29,595 +4%
Norges Bank
20
Norges Bank
Norway
$63.3M +$6.64M +92,084 +12%
Northern Trust
21
Northern Trust
Illinois
$57.8M -$80K -1,110 -0.1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$56.8M +$1.07M +14,875 +2%
JP Morgan Chase
23
JP Morgan Chase
New York
$53.4M -$17.9M -248,551 -26%
CCM
24
Channing Capital Management
Illinois
$52.4M -$23.9M -331,152 -32%
First Trust Advisors
25
First Trust Advisors
Illinois
$43.2M -$1.18M -16,383 -3%

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.