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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
AWM
401
AE Wealth Management
Kansas
$6.55M +$2.34M +25,109 +57%
MWM
402
Marietta Wealth Management
Georgia
$6.53M +$312K +3,345 +5%
CAC
403
Core Alternative Capital
Georgia
$6.43M -$876K -9,379 -12%
MMPW
404
Mitchell McLeod Pugh & Williams
Alabama
$6.36M -$41.2K -441 -0.6%
FTC
405
Farmers Trust Company
Ohio
$6.33M +$17.9K +192 +0.3%
CBTWT
406
Community Bank & Trust (Waco, Texas)
Texas
$6.31M +$84.9K +909 +1%
OC
407
Oppenheimer & Co
New York
$6.28M -$165K -1,766 -3%
Thrivent Financial for Lutherans
408
Thrivent Financial for Lutherans
Minnesota
$6.2M -$2.63M -28,209 -30%
XT
409
XTX Topco
Cayman Islands
$6.18M +$6.09M +65,214 New
SDIC
410
South Dakota Investment Council
South Dakota
$6.15M -$495K -5,300 -8%
WC
411
Woodstock Corp
Massachusetts
$6.11M +$69.5K +745 +1%
HIMCH
412
Hartford Investment Management Co (HIMCO)
Connecticut
$6.11M -$176K -1,888 -3%
CL
413
Choreo LLC
Illinois
$6.09M +$1.38M +14,818 +30%
MC
414
Moors & Cabot
Massachusetts
$5.97M -$93.6K -1,003 -2%
SBWIC
415
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.97M -$18.2K -195 -0.3%
EDRH
416
Edmond de Rothschild Holding
Switzerland
$5.96M +$5.87M +62,871 New
AAM
417
Advisors Asset Management
Colorado
$5.95M +$378K +4,050 +7%
VCM
418
Voleon Capital Management
California
$5.92M +$94.5K +1,012 +2%
SA
419
Shilanski & Associates
Alaska
$5.86M +$59.2K +634 +1%
FFA
420
Farther Finance Advisors
California
$5.86M +$1.68M +17,965 +41%
GW
421
Griffith & Werner
Georgia
$5.8M +$5.96M +63,884 New
GIM
422
Glenmede Investment Management
Pennsylvania
$5.78M +$578K +6,188 +11%
HI
423
Horizon Investments
North Carolina
$5.77M +$1.74M +18,678 +44%
TLP
424
Trinity Legacy Partners
Texas
$5.77M +$125K +1,335 +2%
CICC
425
Capital Investment Counsel (Colorado)
Colorado
$5.75M -$505K -5,405 -8%