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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
Credit Agricole
476
Credit Agricole
France
$4.61M +$4.54M +48,668 New
WFMPM
477
Woodley Farra Manion Portfolio Management
Indiana
$4.59M +$60.4K +647 +1%
MA
478
Montag & Associates
Georgia
$4.51M -$183K -1,960 -4%
AAS
479
Annex Advisory Services
Wisconsin
$4.49M -$95.6K -1,024 -2%
LWANC
480
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.49M -$75.3K -807 -2%
ONB
481
Old National Bancorp
Indiana
$4.46M -$316K -3,383 -7%
VIM
482
Vinva Investment Management
Australia
$4.42M +$1.93M +20,726 +79%
DFCM
483
Dark Forest Capital Management
Puerto Rico
$4.4M +$4.34M +46,439 New
VF
484
Vest Financial
Virginia
$4.39M +$831K +8,901 +24%
AF
485
Apollon Financial
South Carolina
$4.38M +$17.2K +184 +0.4%
SM
486
Sciencast Management
New Jersey
$4.36M +$4.29M +45,980 New
GS
487
GWN Securities
Florida
$4.35M -$4.37M -46,814 -51%
DZ Bank
488
DZ Bank
Germany
$4.31M +$35.5K +380 +0.8%
RWM
489
Rench Wealth Management
Texas
$4.3M +$57.7K +618 +1%
EF
490
Empowered Funds
Pennsylvania
$4.3M +$779K +8,344 +23%
FBT
491
First Bank & Trust
South Dakota
$4.29M -$144K -1,539 -3%
PAS
492
Park Avenue Securities
New York
$4.28M +$51.8K +555 +1%
NIM
493
NXG Investment Management
Texas
$4.26M +$1.12M +12,000 +36%
FCBT
494
First Citizens Bank & Trust
North Carolina
$4.26M -$400K -4,282 -9%
DE
495
Diversified Enterprises
Delaware
$4.26M +$49.1K +526 +1%
RCIM
496
Red Cedar Investment Management
Michigan
$4.25M
TF
497
Trek Financial
Arizona
$4.25M +$752K +8,053 +22%
LFAS
498
Level Four Advisory Services
Texas
$4.2M -$19.6K -210 -0.5%
NICM
499
Neo Ivy Capital Management
New York
$4.2M +$4.13M +44,268 New
B
500
Bailard
California
$4.17M -$4.2K -45 -0.1%