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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
HTIM
676
Harbour Trust & Investment Management
Indiana
$2.29M -$214K -2,288 -9%
GT
677
Greenleaf Trust
Michigan
$2.29M +$94.4K +1,011 +4%
AP
678
Americana Partners
Texas
$2.29M +$60.3K +646 +3%
RDWM
679
Red Door Wealth Management
Tennessee
$2.29M +$502K +5,377 +29%
ZIC
680
ZWJ Investment Counsel
Georgia
$2.27M -$41.3K -442 -2%
BCA
681
Bay Colony Advisors
Massachusetts
$2.27M +$369K +3,948 +20%
DLCIG
682
D.L. Carlson Investment Group
New Hampshire
$2.26M +$16.8K +180 +0.8%
WS
683
Wedbush Securities
California
$2.25M +$129K +1,379 +6%
AW
684
Alaethes Wealth
Nevada
$2.24M +$251K +2,686 +13%
RPGK
685
Retirement Planning Group (Kansas)
Kansas
$2.23M +$1.72M +18,402 +356%
CW
686
CreativeOne Wealth
Kansas
$2.23M -$136K -1,460 -6%
ATPW
687
Ashton Thomas Private Wealth
Arizona
$2.23M +$640K +6,852 +41%
ZBNA
688
Zions Bancorporation, National Association
Utah
$2.23M -$1.83M -19,559 -45%
LJCM
689
Lee Johnson Capital Management
Texas
$2.22M +$2.19M +23,449 New
MBTD
690
Mechanics Bank - Trust Department
California
$2.22M -$212K -2,268 -9%
BMSSC
691
B. Metzler seel. Sohn & Co
Germany
$2.22M
TCOV
692
Trust Company of Vermont
Vermont
$2.2M -$41.2K -441 -2%
IJWM
693
Inman Jager Wealth Management
Mississippi
$2.2M -$91.7K -982 -4%
WBC
694
Westpac Banking Corp
Australia
$2.19M +$1.9M +20,385 +736%
SEEDPG
695
S.E.E.D. Planning Group
New York
$2.19M -$59.7K -639 -3%
SAA
696
Southeast Asset Advisors
Georgia
$2.19M -$2.89K -31 -0.1%
FPAS
697
Focus Partners Advisor Solutions
Missouri
$2.18M +$142K +1,524 +7%
FUBT
698
First United Bank & Trust
Maryland
$2.18M -$17.7K -190 -0.8%
VF
699
Virtu Financial
New York
$2.18M +$2.15M +23,000 New
PS
700
Principal Securities
Iowa
$2.17M +$105K +1,128 +5%