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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
BlackRock
1
BlackRock
New York
$771M -$2.17M -27,904 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$553M +$1.51M +19,403 +0.3%
IC
3
Icahn Carl
Florida
$473M -$117M -1,500,000 -20%
CM
4
Corvex Management
New York
$394M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$376M +$94.5M +1,212,446 +34%
State Street
6
State Street
Massachusetts
$186M +$3.99M +51,168 +2%
MC
7
Maverick Capital
Texas
$153M -$3.13M -40,153 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$139M +$82.2M +1,054,963 +147%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$125M +$3.75M +48,180 +3%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$117M +$18.8M +241,260 +19%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$111M -$15.6M -200,000 -12%
Principal Financial Group
12
Principal Financial Group
Iowa
$87.7M -$4.65M -59,623 -5%
RRAM
13
River Road Asset Management
Kentucky
$86.5M -$981K -12,586 -1%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$84.5M -$16.9M -217,210 -17%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$82.6M +$780K +10,015 +1%
GF
16
Gabelli Funds
New York
$79.1M -$2.99M -38,355 -4%
CCM
17
Channing Capital Management
Illinois
$72.9M +$17.6M +226,231 +32%
Charles Schwab
18
Charles Schwab
California
$72.4M +$946K +12,143 +1%
Macquarie Group
19
Macquarie Group
Australia
$70.5M -$5.82M -74,649 -8%
GI
20
GAMCO Investors
Connecticut
$64.5M -$2.86M -36,644 -4%
Northern Trust
21
Northern Trust
Illinois
$62.1M +$1.16M +14,872 +2%
ZP
22
Zimmer Partners
New York
$60.5M -$10.3M -132,517 -15%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$60.5M +$719K +9,229 +1%
First Trust Advisors
24
First Trust Advisors
Illinois
$42.8M -$2.68M -34,377 -6%
Morgan Stanley
25
Morgan Stanley
New York
$39.9M -$5.1M -65,404 -11%

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.