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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
PCA
451
Providence Capital Advisors
North Carolina
$5.08M +$111K +1,191 +2%
TW
452
Trajan Wealth
Arizona
$5.04M -$26.4K -283 -0.5%
BA
453
Baugh & Associates
Georgia
$5.04M -$118K -1,261 -2%
SAM
454
Securian Asset Management
Minnesota
$5.03M -$402K -4,301 -7%
Brown Advisory
455
Brown Advisory
Maryland
$4.99M +$582K +6,232 +13%
MWM
456
Meridian Wealth Management
Kentucky
$4.98M -$436K -4,665 -8%
KWA
457
Kingswood Wealth Advisors
California
$4.98M +$2.7M +28,960 +123%
EGM
458
Engineers Gate Manager
New York
$4.95M +$4.88M +52,283 New
CC
459
Cornerstone Capital
California
$4.95M
IMCOOI
460
Investment Management Corp of Ontario (IMCO)
Canada
$4.89M -$18.3M -196,313 -79%
TMAM
461
Tokio Marine Asset Management
Japan
$4.88M +$17.6K +188 +0.4%
YIH
462
Y-Intercept (HK)
Hong Kong
$4.85M +$4.78M +51,193 New
GIP
463
Greatmark Investment Partners
Georgia
$4.85M -$3.45K -37 -0.1%
LA
464
Lifeworks Advisors
Michigan
$4.81M -$3.37M -36,096 -42%
ATIA
465
American Trust Investment Advisors
New Hampshire
$4.8M -$236K -2,525 -5%
GWMIA
466
Global Wealth Management Investment Advisory
Florida
$4.78M +$8.49K +91 +0.2%
KTC
467
Kentucky Trust Company
Kentucky
$4.78M -$27.5K -295 -0.6%
CBA
468
Coastal Bridge Advisors
Connecticut
$4.76M +$155K +1,660 +3%
SCP
469
Shorepoint Capital Partners
Massachusetts
$4.73M +$4.66M +49,905 New
IFU
470
iSAM Funds (UK)
United Kingdom
$4.73M +$4.66M +49,867 New
NMERB
471
New Mexico Educational Retirement Board
New Mexico
$4.71M -$140K -1,500 -3%
NB
472
Norinchukin Bank
Japan
$4.68M +$90K +964 +2%
OC
473
Oakworth Capital
Alabama
$4.68M +$1.5M +16,082 +48%
HCM
474
Hengehold Capital Management
Ohio
$4.63M +$75.8K +812 +2%
MCB
475
Morton Community Bank
Illinois
$4.62M +$168K +1,803 +4%