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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
KWM
526
Kingsview Wealth Management
Oregon
$3.73M -$6.43M -68,834 -64%
EFS
527
Essex Financial Services
Connecticut
$3.72M +$7.28K +78 +0.2%
OWM
528
OneAscent Wealth Management
Alabama
$3.72M -$3.83K -41 -0.1%
OAC
529
OMERS Administration Corp
Ontario, Canada
$3.71M
BO
530
Bank OZK
Arkansas
$3.71M +$163K +1,747 +5%
Boston Partners
531
Boston Partners
Massachusetts
$3.7M -$13K -139 -0.4%
PGFC
532
Peapack-Gladstone Financial Corp
New Jersey
$3.67M -$52.7K -564 -1%
TCA
533
Tortoise Capital Advisors
Kansas
$3.66M -$50.8K -544 -1%
MOS
534
MGO One Seven
Ohio
$3.65M +$1.02M +10,898 +39%
EF
535
Empirical Finance
Pennsylvania
$3.62M +$35.8K +384 +1%
FNBOO
536
First National Bank of Omaha
Nebraska
$3.61M -$184K -1,973 -5%
HAG
537
HighPoint Advisor Group
Illinois
$3.61M +$91.9K +984 +3%
CWP
538
Concord Wealth Partners
Virginia
$3.56M -$648K -6,937 -16%
CSP
539
Cary Street Partners
Virginia
$3.54M +$79.6K +853 +2%
CFO
540
Callan Family Office
Pennsylvania
$3.53M -$271K -2,902 -7%
HWAM
541
Hennion & Walsh Asset Management
New Jersey
$3.51M -$140K -1,501 -4%
RF
542
Robbins Farley
New Hampshire
$3.5M +$350K +3,748 +11%
GLR
543
Great Lakes Retirement
Ohio
$3.49M +$214K +2,297 +7%
LWM
544
LongView Wealth Management
Georgia
$3.45M -$37.1K -397 -1%
PMIA
545
Patrick Mauro Investment Advisor
Illinois
$3.44M -$201K -2,150 -6%
1C
546
111 Capital
France
$3.43M +$3.38M +36,169 New
FLI
547
Family Legacy Inc
South Carolina
$3.38M +$27.8K +298 +0.8%
WPC
548
Waters Parkerson & Co
Louisiana
$3.38M -$9.34K -100 -0.3%
SFG
549
Sovereign Financial Group
Connecticut
$3.37M -$90.6K -970 -3%
USCWA
550
U.S. Capital Wealth Advisors
Texas
$3.36M +$195K +2,094 +6%