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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
Pacer Advisors
326
Pacer Advisors
Pennsylvania
$8.79M -$1.15M -12,270 -12%
TSW
327
Thompson Siegel & Walmsley
Virginia
$8.72M
SVWAG
328
Sound View Wealth Advisors Group
Georgia
$8.66M -$322K -3,446 -4%
WW
329
Windle Wealth
Oklahoma
$8.65M +$124K +1,327 +1%
VLKIM
330
Van Lanschot Kempen Investment Management
Netherlands
$8.58M -$110K -1,180 -1%
Janus Henderson Group
331
Janus Henderson Group
United Kingdom
$8.57M +$582K +6,232 +7%
BTI
332
Blue Trust Inc
Georgia
$8.49M -$280K -3,002 -3%
Capital Fund Management (CFM)
333
Capital Fund Management (CFM)
France
$8.48M -$974K -10,435 -10%
MFG
334
Merit Financial Group
Georgia
$8.47M +$469K +5,026 +6%
Hudson Bay Capital Management
335
Hudson Bay Capital Management
Connecticut
$8.46M -$11.9M -127,518 -59%
AI
336
Atria Investments
North Carolina
$8.4M -$1.03M -10,994 -11%
BHCM
337
Brevan Howard Capital Management
Jersey
$8.34M +$5.88M +62,972 +252%
AG
338
Advocate Group
Minnesota
$8.32M -$144K -1,542 -2%
Kovitz Investment Group Partners
339
Kovitz Investment Group Partners
Illinois
$8.29M -$1M -10,747 -11%
FVWA
340
Foster Victor Wealth Advisors
South Carolina
$8.27M +$371K +3,975 +5%
UM
341
UniSuper Management
Australia
$8.26M +$1.23M +13,193 +18%
EP
342
Edgestream Partners
New Jersey
$8.19M +$8.07M +86,425 New
CIA
343
Concurrent Investment Advisors
Florida
$8.18M +$421K +4,510 +6%
SPC
344
Spirepoint Private Client
Florida
$8.17M +$311K +3,327 +4%
AWM
345
Apollon Wealth Management
South Carolina
$8.16M +$99.4K +1,065 +1%
CWM
346
Chronos Wealth Management
Florida
$8.16M -$42.2K -452 -0.5%
TRSOTSOK
347
Teachers Retirement System of the State of Kentucky
Kentucky
$8.14M
SF
348
Summit Financial
New Jersey
$8.11M -$83.9K -899 -1%
TNB
349
Thomasville National Bank
Georgia
$8.07M +$58.5K +627 +0.7%
Allianz Asset Management
350
Allianz Asset Management
Germany
$8.05M -$380K -4,075 -5%