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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
SFI
701
Siemens Fonds Invest
Germany
$2.16M
RWM
702
Ritholtz Wealth Management
New York
$2.16M
GRP
703
Global Retirement Partners
California
$2.16M
AssetMark Inc
704
AssetMark Inc
California
$2.15M
EL
705
Essex LLC
Illinois
$2.14M
CA
706
Cornerstone Advisory
Maryland
$2.13M
SC
707
SummitTX Capital
Texas
$2.12M
CM
708
Columbus Macro
Pennsylvania
$2.12M
WANY
709
Wealthspire Advisors (New York)
New York
$2.11M
CI Investments Inc
710
CI Investments Inc
Ontario, Canada
$2.09M
SFS
711
Sowell Financial Services
Arkansas
$2.08M
KPPF
712
Klein Pavlis & Peasley Financial
California
$2.07M
SOS
713
Silver Oak Securities
Tennessee
$2.07M
FB
714
Fulton Bank
Pennsylvania
$2.07M
CK
715
Cohen Klingenstein
New York
$2.07M
EFG
716
Ethos Financial Group
Pennsylvania
$2.06M
AIA
717
Armor Investment Advisors
North Carolina
$2.04M
GIA
718
Gladstone Institutional Advisory
Florida
$2.03M
AFP
719
Ausdal Financial Partners
Iowa
$2.03M
HWA
720
HHM Wealth Advisors
Tennessee
$2.03M
CIAS
721
Capital Investment Advisory Services
North Carolina
$2.03M
MCA
722
MSH Capital Advisors
Arizona
$2.02M
SYBT
723
Stock Yards Bank & Trust
Kentucky
$2.01M
AFG
724
Atomi Financial Group
New York
$2.01M
RIA
725
Regal Investment Advisors
Michigan
$2.01M