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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
AM
426
AGF Management
Ontario, Canada
$5.73M +$1.05M +11,273 +23%
AWCI
427
Alpine Woods Capital Investors
New York
$5.69M -$90.1K -965 -2%
Envestnet Portfolio Solutions
428
Envestnet Portfolio Solutions
Illinois
$5.67M -$1.75M -18,785 -24%
PP
429
Prudential plc
United Kingdom
$5.64M +$1.1M +11,789 +25%
SCM
430
Schnieders Capital Management
California
$5.61M
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$5.6M +$5.7K +61 +0.1%
BCCM
432
Bridge Creek Capital Management
Massachusetts
$5.53M -$56K -600 -1%
MDCM
433
Morgan Dempsey Capital Management
Wisconsin
$5.48M -$707K -7,571 -12%
LSERS
434
Louisiana State Employees Retirement System
Louisiana
$5.47M -$28K -300 -0.5%
UB
435
UMB Bank
Missouri
$5.45M -$512K -5,481 -9%
PA
436
Profund Advisors
Maryland
$5.45M +$210K +2,253 +4%
GIM
437
Goelzer Investment Management
Indiana
$5.45M -$105K -1,121 -2%
SWP
438
Sagespring Wealth Partners
Tennessee
$5.41M +$88.9K +952 +2%
CAG
439
Csenge Advisory Group
Florida
$5.3M +$242K +2,590 +5%
CA
440
Clearstead Advisors
Ohio
$5.29M -$13.1K -140 -0.3%
ClearBridge Investments
441
ClearBridge Investments
New York
$5.27M -$112K -1,200 -2%
S
442
SignatureFD
Georgia
$5.27M +$158K +1,690 +3%
GIBU
443
Gulf International Bank (UK)
United Kingdom
$5.26M -$76.8K -823 -1%
UBG
444
United Bank (Georgia)
Georgia
$5.26M -$45.1K -483 -0.9%
MCC
445
Money Concepts Capital
Florida
$5.24M +$27.4K +294 +0.5%
MSRPS
446
Maryland State Retirement & Pension System
Maryland
$5.19M +$110K +1,181 +2%
GQG Partners
447
GQG Partners
Florida
$5.16M -$385K -4,126 -7%
VWMG
448
Virginia Wealth Management Group
Virginia
$5.15M -$27.5K -295 -0.5%
MSFS
449
Main Street Financial Solutions
Pennsylvania
$5.12M +$122K +1,302 +2%
WB
450
WesBanco Bank
West Virginia
$5.1M -$21.2K -227 -0.4%