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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
WHRC
601
W.H. Reaves & Co
New Jersey
$2.85M
CCP
602
Clarkston Capital Partners
Michigan
$2.84M
SAI
603
Systematic Alpha Investments
New Jersey
$2.84M
GWM
604
Geneos Wealth Management
Colorado
$2.83M
CNBTD
605
Citizens National Bank Trust Department
Mississippi
$2.81M
MSA
606
MUFG Securities Americas
New York
$2.81M
VT
607
Vise Technologies
New York
$2.81M
AWA
608
Arete Wealth Advisors
Illinois
$2.81M
CF
609
Centaurus Financial
California
$2.79M
PIM
610
Pullen Investment Management
Florida
$2.79M
ACG
611
Allen Capital Group
Nebraska
$2.78M
Koshinski Asset Management
612
Koshinski Asset Management
Illinois
$2.77M
TRCT
613
Tower Research Capital (TRC)
New York
$2.77M
BC
614
Broadwater Capital
Massachusetts
$2.76M
KRSITF
615
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.75M
HNB
616
Hilltop National Bank
Wyoming
$2.75M
HKIM
617
Hayek Kallen Investment Management
Alabama
$2.75M
FMTCOCP
618
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.73M
SAM
619
Smartleaf Asset Management
Massachusetts
$2.73M
JCM
620
Jacobi Capital Management
Pennsylvania
$2.72M
PGF
621
Plan Group Financial
Oklahoma
$2.71M
OFG
622
OmniStar Financial Group
North Carolina
$2.71M
HIC
623
Holderness Investments Company
North Carolina
$2.7M
CCT
624
Chemung Canal Trust
New York
$2.7M
LIA
625
LBMC Investment Advisors
Tennessee
$2.69M