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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
CIG
351
Cullen Investment Group
Louisiana
$7.96M +$446K +4,774 +6%
GC
352
Guggenheim Capital
Illinois
$7.87M -$38.5K -412 -0.5%
DC
353
Davenport & Co
Virginia
$7.84M -$499K -5,349 -6%
AFG
354
Albion Financial Group
Utah
$7.83M +$51K +546 +0.7%
DADC
355
D.A. Davidson & Co
Montana
$7.82M +$320K +3,433 +4%
FPB
356
First PREMIER Bank
South Dakota
$7.76M -$111K -1,190 -1%
CTC
357
Central Trust Company
Missouri
$7.7M -$59.1K -633 -0.8%
Man Group
358
Man Group
United Kingdom
$7.66M -$6.11M -65,495 -45%
SIG
359
Sky Investment Group
Connecticut
$7.62M -$934 -10 -0%
HFS
360
Hantz Financial Services
Michigan
$7.58M -$745K -7,980 -9%
PI
361
Parkside Investments
Illinois
$7.56M -$217K -2,320 -3%
TNBTD
362
Trustmark National Bank Trust Department
Mississippi
$7.44M -$43.1K -462 -0.6%
UCFA
363
United Capital Financial Advisors
Texas
$7.44M -$395K -4,226 -5%
FCH
364
Freestone Capital Holdings
Washington
$7.42M +$840K +8,996 +13%
EH
365
Equitable Holdings
New York
$7.41M +$240K +2,574 +3%
MSU
366
Mizuho Securities USA
New York
$7.4M +$389K +4,163 +5%
AMIM
367
Aull & Monroe Investment Management
Alabama
$7.36M +$43.5K +466 +0.6%
KPWS
368
Kestra Private Wealth Services
Texas
$7.35M +$13.3K +142 +0.2%
CCM
369
Coldstream Capital Management
Washington
$7.29M +$128K +1,369 +2%
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$7.29M -$173K -1,857 -2%
IWC
371
Integrated Wealth Concepts
Massachusetts
$7.28M +$620K +6,643 +9%
EIA
372
Edgemoor Investment Advisors
Maryland
$7.21M -$109K -1,170 -2%
AP
373
Advisors Preferred
Maryland
$7.2M +$2.42M +25,897 +52%
CHC
374
City Holding Co
West Virginia
$7.18M +$210K +2,245 +3%
AIM
375
Anchor Investment Management
South Carolina
$7.14M -$35.9K -385 -0.5%