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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
BCM
551
Birmingham Capital Management
Alabama
$3.35M -$273K -2,925 -8%
GCM
552
Graham Capital Management
Connecticut
$3.34M +$3.29M +35,213 New
NMIMC
553
Northwestern Mutual Investment Management Company
Wisconsin
$3.32M
CAMV
554
Concord Asset Management (Virginia)
Virginia
$3.3M -$902K -9,657 -22%
EWA
555
EverSource Wealth Advisors
Alabama
$3.3M +$73.2K +784 +2%
ECM
556
Everence Capital Management
Indiana
$3.3M
ET
557
Equitable Trust
Tennessee
$3.28M +$7.66K +82 +0.2%
BF
558
BOK Financial
Oklahoma
$3.27M -$1.77K -19 -0.1%
SFGP
559
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.25M +$27.9K +299 +0.9%
LF
560
Lantz Financial
Illinois
$3.24M +$40.8K +437 +1%
KIA
561
KCM Investment Advisors
California
$3.2M +$31.9K +342 +1%
TYCC
562
Texas Yale Capital Corp
Florida
$3.2M +$255K +2,730 +9%
GLA
563
Great Lakes Advisors
Illinois
$3.18M -$911K -9,755 -22%
PWMAG
564
Pinnacle Wealth Management Advisory Group
New Jersey
$3.17M +$236K +2,526 +8%
RWM
565
Rockline Wealth Management
New York
$3.16M +$3.55K +38 +0.1%
MFGM
566
Marshall Financial Group (Maryland)
Maryland
$3.15M +$156K +1,669 +5%
SF
567
Slagle Financial
Illinois
$3.14M +$103K +1,105 +3%
JIC
568
Johnson Investment Counsel
Ohio
$3.14M +$58.4K +626 +2%
FNT
569
First National Trust
Pennsylvania
$3.13M -$21.2K -227 -0.7%
EMPI
570
Elo Mutual Pension Insurance
Finland
$3.13M +$551K +5,904 +22%
WIC
571
Woodmont Investment Counsel
Tennessee
$3.13M -$9.9K -106 -0.3%
ACM
572
Adalta Capital Management
New York
$3.11M +$4.11K +44 +0.1%
BFG
573
Bleakley Financial Group
New Jersey
$3.1M -$8.78K -94 -0.3%
FWP
574
FAS Wealth Partners
Kansas
$3.1M +$127K +1,360 +4%
IC
575
IEQ Capital
California
$3.09M -$436K -4,666 -13%