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Southern Company

2,207 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 929 increasing their positions, 733 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $73.5B → $74.6B (+$1.06B)

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
2,207
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$507M
Puts
$235M
Net Calls
Net Calls Change

Top Sellers

1 -$582M
2 -$247M
3 -$155M
4
Goldman Sachs
Goldman Sachs
New York
-$124M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$111M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$10.3M
KP
302
Keel Point
Alabama
$10.1M
BB
303
Bell Bank
North Dakota
$10.1M
SG
304
StoneX Group
New York
$9.95M
ACIM
305
Azimuth Capital Investment Management
Michigan
$9.86M
RT
306
Rockland Trust
Massachusetts
$9.77M
PWP
307
Principle Wealth Partners
Connecticut
$9.75M
AIM
308
AXA Investment Managers
France
$9.65M
TH
309
TCTC Holdings
Texas
$9.65M
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$9.61M
KBC Group
311
KBC Group
Belgium
$9.6M
AWAG
312
ARS Wealth Advisors Group
Florida
$9.59M
AIS
313
AM Investment Strategies
Tennessee
$9.42M
VWA
314
Visionary Wealth Advisors
Illinois
$9.4M
RIL
315
Rothschild Investment LLC
Illinois
$9.33M
AMG
316
Advisors Management Group
Wisconsin
$9.21M
SFA
317
Sequoia Financial Advisors
Ohio
$9.2M
PFS
318
Prospera Financial Services
Texas
$9.1M
FG
319
Fiduciary Group
Georgia
$9.08M
ABC
320
Associated Banc-Corp
Wisconsin
$9.07M
Lido Advisors
321
Lido Advisors
California
$9.01M
Neuberger Berman Group
322
Neuberger Berman Group
New York
$8.97M
DAS
323
Dynamic Advisor Solutions
Arizona
$8.96M
CWG
324
Cornerstone Wealth Group
North Carolina
$8.94M
JWCA
325
J.W. Cole Advisors
Florida
$8.84M