We are live on ! Find out more
SO icon

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
PWM
576
Perigon Wealth Management
California
$3.08M +$635K +6,801 +26%
EI
577
Ethic Inc
New York
$3.08M +$127K +1,365 +4%
PWW
578
Pettyjohn Wood & White
Virginia
$3.06M +$28.5K +305 +1%
HAG
579
HF Advisory Group
Maryland
$3.04M +$247K +2,647 +9%
SC
580
SouthState Corp
Florida
$3.02M -$22.1K -237 -0.7%
VCA
581
Verdence Capital Advisors
Maryland
$3.02M +$892K +9,559 +43%
MMHP
582
Murphy Middleton Hinkle & Parker
Georgia
$3.02M -$21.6K -231 -0.7%
NW
583
Naviter Wealth
Arkansas
$3M +$79.6K +853 +3%
LS
584
Leelyn Smith
Illinois
$3M +$44.4K +476 +2%
MHI
585
Miller Howard Investments
New York
$3M +$123K +1,322 +4%
WPA
586
West Paces Advisors
Georgia
$2.97M -$9.15K -98 -0.3%
MSAM
587
Moloney Securities Asset Management
Missouri
$2.96M -$145K -1,556 -5%
IIM
588
Intact Investment Management
Quebec, Canada
$2.96M -$766K -8,200 -21%
QC
589
Quadrature Capital
United Kingdom
$2.95M +$444K +4,753 +18%
BFO
590
Biltmore Family Office
North Carolina
$2.91M +$4.29K +46 +0.1%
AW
591
Apricus Wealth
South Carolina
$2.91M -$119K -1,275 -4%
SIC
592
Shoker Investment Counsel
Ohio
$2.91M +$8.12K +87 +0.3%
CC
593
Courier Capital
New York
$2.9M -$4.85K -52 -0.2%
Verition Fund Management
594
Verition Fund Management
Connecticut
$2.9M -$35.1M -375,613 -92%
MA
595
Mutual Advisors
Nebraska
$2.9M -$450K -4,821 -14%
MCM
596
McRae Capital Management
New Jersey
$2.9M +$373 +4 +0%
GVAG
597
Great Valley Advisor Group
Delaware
$2.89M +$284K +3,047 +11%
STA
598
Summit Trail Advisors
New York
$2.87M +$517K +5,533 +22%
LHC
599
Little House Capital
Massachusetts
$2.87M +$368K +3,937 +15%
Nomura Holdings
600
Nomura Holdings
Japan
$2.86M +$645K +6,904 +30%