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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
29.08%
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
CIA
251
CCM Investment Advisers
South Carolina
$14M +$268K +2,869 +2%
M&T Bank
252
M&T Bank
New York
$14M -$821K -8,794 -6%
ACM
253
Aquatic Capital Management
Illinois
$14M +$13.8M +147,459 New
BFA
254
Bragg Financial Advisors
North Carolina
$13.9M -$350K -3,750 -2%
VI
255
Vestcor Inc
New Brunswick, Canada
$13.8M +$332K +3,554 +2%
AF
256
Alerus Financial
North Dakota
$13.8M +$951K +10,185 +8%
IAA
257
Independent Advisor Alliance
North Carolina
$13.8M +$1.99M +21,302 +17%
WP
258
Woodline Partners
California
$13.8M +$2.47M +26,501 +22%
AWA
259
Arkadios Wealth Advisors
Georgia
$13.7M +$1.4M +15,043 +12%
CPL
260
Capital & Planning LLC
Georgia
$13.4M +$242K +2,595 +2%
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$13.4M +$169K +1,807 +1%
Public Employees Retirement Association of Colorado
262
Public Employees Retirement Association of Colorado
Colorado
$13.3M -$274K -2,932 -2%
GT
263
Glenview Trust
Kentucky
$13.3M +$2.32M +24,807 +22%
NAM
264
Nissay Asset Management
Japan
$13.2M +$203K +2,173 +2%
BIA
265
Biondo Investment Advisors
Pennsylvania
$13.1M +$20.4K +219 +0.2%
KFC
266
Klingenstein Fields & Co
New York
$12.9M +$13.8K +148 +0.1%
Pathstone Holdings
267
Pathstone Holdings
New Jersey
$12.8M +$137K +1,464 +1%
Luther King Capital Management (LKCM)
268
Luther King Capital Management (LKCM)
Texas
$12.6M +$1.73M +18,557 +16%
PFPT
269
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.5M +$418K +4,474 +3%
VV
270
Verity & Verity
South Carolina
$12.5M +$108K +1,157 +0.9%
CA
271
Cullinan Associates
Kentucky
$12.3M +$443K +4,749 +4%
KHCM
272
Kettle Hill Capital Management
New York
$12.3M +$12.1M +129,463 New
JPWM
273
Jamison Private Wealth Management
Georgia
$12.3M +$215K +2,308 +2%
GAM
274
Gotham Asset Management
New York
$12.2M +$8.1M +86,816 +206%
NIM
275
NEOS Investment Management
Connecticut
$12.2M +$2.36M +25,235 +24%