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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
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 -$81.3K -871 -3%
CNBTD
605
Citizens National Bank Trust Department
Mississippi
$2.81M +$585K +6,267 +27%
MSA
606
MUFG Securities Americas
New York
$2.81M +$495K +5,306 +22%
VT
607
Vise Technologies
New York
$2.81M -$519K -5,556 -16%
AWA
608
Arete Wealth Advisors
Illinois
$2.81M -$84.1K -901 -3%
CF
609
Centaurus Financial
California
$2.79M +$17.9K +192 +0.7%
PIM
610
Pullen Investment Management
Florida
$2.79M +$15.5K +166 +0.6%
ACG
611
Allen Capital Group
Nebraska
$2.78M -$7.56K -81 -0.3%
Koshinski Asset Management
612
Koshinski Asset Management
Illinois
$2.77M +$704K +7,545 +35%
TRCT
613
Tower Research Capital (TRC)
New York
$2.77M +$1.74M +18,607 +175%
BC
614
Broadwater Capital
Massachusetts
$2.76M -$247M -2,650,813 -99%
KRSITF
615
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.75M -$73.8K -791 -3%
HNB
616
Hilltop National Bank
Wyoming
$2.75M +$14.4K +154 +0.5%
HKIM
617
Hayek Kallen Investment Management
Alabama
$2.75M -$82.6K -885 -3%
FMTCOCP
618
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.73M +$274K +2,930 +11%
SAM
619
Smartleaf Asset Management
Massachusetts
$2.73M +$502K +5,380 +23%
JCM
620
Jacobi Capital Management
Pennsylvania
$2.72M +$11.3K +121 +0.4%
PGF
621
Plan Group Financial
Oklahoma
$2.71M +$615K +6,586 +30%
OFG
622
OmniStar Financial Group
North Carolina
$2.71M -$885K -9,484 -25%
HIC
623
Holderness Investments Company
North Carolina
$2.7M -$128K -1,372 -5%
CCT
624
Chemung Canal Trust
New York
$2.7M -$15.6K -167 -0.6%
LIA
625
LBMC Investment Advisors
Tennessee
$2.69M -$81.5K -873 -3%