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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
TA
501
TrueWealth Advisors
Alabama
$4.16M +$51.4K +551 +1%
PAM
502
Palisade Asset Management
Minnesota
$4.15M +$1.03K +11 +0%
PFA
503
Pathway Financial Advisers
Indiana
$4.15M -$328K -3,511 -7%
WFG
504
Wills Financial Group
Virginia
$4.15M +$27.9K +299 +0.7%
MIM
505
MTM Investment Management
South Carolina
$4.13M +$2.8K +30 +0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
506
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.13M -$27.6K -296 -0.7%
Connor, Clark & Lunn Investment Management (CC&L)
507
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.11M +$4.05M +43,361 New
WC
508
Waterloo Capital
Texas
$4.11M +$174K +1,860 +4%
MCM
509
Mainstay Capital Management
Michigan
$4.09M -$3.98M -42,621 -50%
ATFA
510
All Terrain Financial Advisors
Minnesota
$4.04M -$697K -7,467 -15%
BCM
511
Buckhead Capital Management
Georgia
$4.04M +$39.4K +422 +1%
SPC
512
Sigma Planning Corp
Michigan
$4.02M -$478K -5,117 -11%
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.98M +$580K +6,210 +17%
PCIA
514
Prime Capital Investment Advisors
Kansas
$3.96M +$225K +2,415 +6%
DWP
515
Daymark Wealth Partners
Ohio
$3.92M +$450K +4,817 +13%
CNBT
516
Canandaigua National Bank & Trust
New York
$3.9M -$32.6K -349 -0.8%
OIA
517
OneDigital Investment Advisors
Kansas
$3.9M -$26.7K -286 -0.7%
Los Angeles Capital Management
518
Los Angeles Capital Management
California
$3.87M -$96.5K -1,034 -2%
AC
519
Allstate Corporation
Illinois
$3.85M +$3.79M +40,634 New
JWM
520
JPL Wealth Management
Colorado
$3.79M +$1.77K +19 +0%
FNFDCM
521
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.77M -$12.1K -130 -0.3%
FNA
522
First National Advisers
Nebraska
$3.75M +$117K +1,258 +3%
APP
523
Avantax Planning Partners
Iowa
$3.74M -$69.4K -743 -2%
MIP
524
Marietta Investment Partners
Wisconsin
$3.74M +$229K +2,456 +7%
AIP
525
Ameritas Investment Partners
Nebraska
$3.74M -$58.9K -631 -2%