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Southern Company

2,207 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 929 increasing their positions, 733 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $73.5B → $74.6B (+$1.06B)

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
2,207
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$507M
Puts
$235M
Net Calls
Net Calls Change

Top Sellers

1 -$582M
2 -$247M
3 -$155M
4
Goldman Sachs
Goldman Sachs
New York
-$124M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$111M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
476
Credit Agricole
France
$4.61M
WFMPM
477
Woodley Farra Manion Portfolio Management
Indiana
$4.59M
MA
478
Montag & Associates
Georgia
$4.51M
AAS
479
Annex Advisory Services
Wisconsin
$4.49M
LWANC
480
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.49M
ONB
481
Old National Bancorp
Indiana
$4.46M
VIM
482
Vinva Investment Management
Australia
$4.42M
DFCM
483
Dark Forest Capital Management
Puerto Rico
$4.4M
VF
484
Vest Financial
Virginia
$4.39M
AF
485
Apollon Financial
South Carolina
$4.38M
SM
486
Sciencast Management
New Jersey
$4.36M
GS
487
GWN Securities
Florida
$4.35M
DZ Bank
488
DZ Bank
Germany
$4.31M
RWM
489
Rench Wealth Management
Texas
$4.3M
EF
490
Empowered Funds
Pennsylvania
$4.3M
FBT
491
First Bank & Trust
South Dakota
$4.29M
PAS
492
Park Avenue Securities
New York
$4.28M
NIM
493
NXG Investment Management
Texas
$4.26M
FCBT
494
First Citizens Bank & Trust
North Carolina
$4.26M
DE
495
Diversified Enterprises
Delaware
$4.26M
RCIM
496
Red Cedar Investment Management
Michigan
$4.25M
TF
497
Trek Financial
Arizona
$4.25M
LFAS
498
Level Four Advisory Services
Texas
$4.2M
NICM
499
Neo Ivy Capital Management
New York
$4.2M
B
500
Bailard
California
$4.17M