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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
Royal London Asset Management
276
Royal London Asset Management
United Kingdom
$12.1M -$579K -6,199 -5%
OPERF
277
Oregon Public Employees Retirement Fund
Oregon
$11.9M +$2.88M +30,802 +32%
PA
278
Pinnacle Associates
New York
$11.9M +$310K +3,322 +3%
KeyBank National Association
279
KeyBank National Association
Ohio
$11.9M -$175K -1,878 -1%
RA
280
RFG Advisory
Alabama
$11.8M +$285K +3,057 +3%
William Blair & Company
281
William Blair & Company
Illinois
$11.8M +$2.04M +21,857 +21%
ASN
282
Advisory Services Network
Georgia
$11.8M +$54.3K +582 +0.5%
SWMG
283
Signature Wealth Management Group
Georgia
$11.4M -$92.1K -987 -0.8%
Fisher Asset Management
284
Fisher Asset Management
Washington
$11.4M -$226K -2,417 -2%
KCM
285
Kanawha Capital Management
Virginia
$11.3M +$52.9K +567 +0.5%
RAM
286
RWC Asset Management
United Kingdom
$11.3M -$46.1K -494 -0.4%
MOACM
287
Mutual of America Capital Management
New York
$11.3M -$635K -6,800 -5%
PAG
288
Private Advisor Group
New Jersey
$11.3M +$306K +3,279 +3%
SI
289
Stephens Inc
Arkansas
$11.3M +$150K +1,603 +1%
QT
290
Quantbot Technologies
New York
$11.2M +$11.1M +118,646 New
SOADOR
291
State of Alaska Department of Revenue
Alaska
$11.1M -$541K -5,793 -5%
FPW
292
Fairvoy Private Wealth
Alabama
$11M -$103K -1,106 -0.9%
Rafferty Asset Management
293
Rafferty Asset Management
New York
$11M -$214K -2,291 -2%
MGP
294
Metis Global Partners
California
$11M +$1.56M +16,677 +17%
IA
295
IFG Advisory
Georgia
$11M +$1.18M +12,643 +12%
QCM
296
QRG Capital Management
Illinois
$10.9M -$1.03M -11,032 -9%
BWFA
297
Baltimore-Washington Financial Advisors
Maryland
$10.8M +$655K +7,017 +7%
IIM
298
INTECH Investment Management
Florida
$10.7M -$458K -4,904 -4%
DWM
299
Dakota Wealth Management
Florida
$10.7M -$2.6M -27,848 -20%
SC
300
Sagefield Capital
Texas
$10.4M +$752K +8,055 +8%