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Southern Company

2,215 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 932 increasing their positions, 734 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $507M | Put options by funds: $235M

72% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 734

2% more funds holding

Funds holding: 2,1792,215 (+36)

1% more capital invested

Capital invested by funds: $73.5B → $74.6B (+$1.07B)

0.95% more ownership

Funds ownership: 70.56%71.51% (+0.95%)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
2,215
Holders Change
+36
Holders Change %
+1.65%
% of All Funds
29.07%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.22%
New
165
Increased
932
Reduced
734
Closed
96
Calls
$507M
Puts
$235M
Net Calls
+$272M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
MLL
226
Moody Lynn & Lieberson
Massachusetts
$16.5M +$1.79M +19,204 +12%
DIA
227
Davidson Investment Advisors
Montana
$16.3M -$116K -1,246 -0.7%
Wealthfront Advisers
228
Wealthfront Advisers
California
$16.3M +$654K +7,003 +4%
Mirae Asset Global Investments
229
Mirae Asset Global Investments
South Korea
$15.9M +$47.2K +506 +0.3%
BBVA
230
Banco Bilbao Vizcaya Argentaria
Spain
$15.8M -$50.2K -538 -0.3%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$15.6M +$2.08M +22,264 +16%
SMDAM
232
Sumitomo Mitsui DS Asset Management
Japan
$15.5M +$412K +4,411 +3%
CB
233
Commerce Bank
Missouri
$15.5M +$140K +1,495 +0.9%
X
234
Xponance
Pennsylvania
$15.4M -$1.01M -10,791 -6%
WP
235
Waycross Partners
Kentucky
$15.4M +$323K +3,464 +2%
SCM
236
Shelton Capital Management
Colorado
$15.2M -$149K -1,597 -1%
P
237
&Partners
Tennessee
$15.1M +$1.44M +15,430 +11%
VPIM
238
Vanguard Personalized Indexing Management
California
$15M +$547K +5,856 +4%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$15M -$1.46M -15,595 -9%
BCIM
240
British Columbia Investment Management
British Columbia, Canada
$15M -$1.35M -14,446 -8%
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$15M +$339K +3,630 +2%
CBU
242
CIBC Bancorp USA
Illinois
$14.8M +$14.6M +156,073 New
ETC
243
Exchange Traded Concepts
Oklahoma
$14.8M -$13.7M -147,272 -49%
FHC
244
First Horizon Corporation
Tennessee
$14.6M +$14.3M +153,640 New
BCM
245
Brookstone Capital Management
Illinois
$14.5M +$2.54M +27,198 +22%
Baillie Gifford & Co
246
Baillie Gifford & Co
United Kingdom
$14.5M +$12.2M +130,758 +595%
LMIM
247
Lockheed Martin Investment Management
Maryland
$14.2M -$6.15M -65,880 -31%
NYLIM
248
New York Life Investment Management
New York
$14.2M -$12.1K -130 -0.1%
YCM
249
Yousif Capital Management
Michigan
$14.1M -$927K -9,934 -6%
Bank of Nova Scotia
250
Bank of Nova Scotia
Ontario, Canada
$14.1M +$1.33M +14,262 +11%