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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
GI
376
GLOBALT Investments
Georgia
$7.11M -$98.9K -1,059 -1%
CMP
377
Coston McIsaac & Partners
Maine
$7.08M -$32.2K -345 -0.5%
NGA
378
Naples Global Advisors
Florida
$7.07M -$42.3K -453 -0.6%
SWP
379
Stratos Wealth Partners
Ohio
$7.07M +$1.7M +18,181 +32%
MIM
380
Morningstar Investment Management
Illinois
$7.06M +$6.96M +74,502 New
BPA
381
Beacon Pointe Advisors
California
$7.04M -$1.34M -14,358 -16%
LF
382
Longbow Finance
Switzerland
$6.97M
Nordea Investment Management
383
Nordea Investment Management
Sweden
$6.95M +$786K +8,415 +13%
SB
384
Simmons Bank
Arkansas
$6.92M +$227K +2,430 +3%
RIM
385
Rakuten Investment Management
Japan
$6.91M +$7.19M +77,003 New
NHC
386
Nicholas Hoffman & Company
Georgia
$6.91M -$3.36K -36 -0%
BL
387
BFSG LLC
California
$6.9M +$51.6K +553 +0.8%
CAM
388
Carret Asset Management
New York
$6.89M +$19.3K +207 +0.3%
ATC
389
Argent Trust Co
Tennessee
$6.89M +$2.77M +29,637 +69%
MIA
390
MainStreet Investment Advisors
Illinois
$6.88M -$184K -1,973 -3%
TWC
391
TD Waterhouse Canada
Ontario, Canada
$6.87M -$330K -3,533 -5%
OPTFSNA
392
Old Point Trust & Financial Services N A
Virginia
$6.86M -$110K -1,175 -2%
SSA
393
Schonfeld Strategic Advisors
New York
$6.78M +$6.68M +71,523 New
BAMF
394
BI Asset Management Fondsmaeglerselskab
Denmark
$6.78M +$2.61M +27,920 +64%
JHCP
395
Jackson Hole Capital Partners
Oklahoma
$6.7M -$82.4K -883 -1%
TCM
396
Telos Capital Management
California
$6.67M +$76.6K +820 +1%
RC
397
Resolution Capital
Australia
$6.63M +$740K +7,922 +13%
CA
398
Carson Advisory
Georgia
$6.62M +$73.4K +786 +1%
KRS
399
Kentucky Retirement Systems
Kentucky
$6.56M -$93.9K -1,006 -1%
VA
400
Vident Advisory
Georgia
$6.55M -$589K -6,304 -8%