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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
SFI
701
Siemens Fonds Invest
Germany
$2.16M -$59.9K -642 -3%
RWM
702
Ritholtz Wealth Management
New York
$2.16M +$255K +2,728 +14%
GRP
703
Global Retirement Partners
California
$2.16M +$159K +1,703 +8%
AssetMark Inc
704
AssetMark Inc
California
$2.15M +$81.8K +876 +4%
EL
705
Essex LLC
Illinois
$2.14M -$17.5K -187 -0.8%
CA
706
Cornerstone Advisory
Maryland
$2.13M +$1.6M +17,180 +326%
SC
707
SummitTX Capital
Texas
$2.12M +$2.09M +22,376 New
CM
708
Columbus Macro
Pennsylvania
$2.12M +$12.5K +134 +0.6%
WANY
709
Wealthspire Advisors (New York)
New York
$2.11M -$67.3K -721 -3%
CI Investments Inc
710
CI Investments Inc
Ontario, Canada
$2.09M -$190K -2,030 -8%
SFS
711
Sowell Financial Services
Arkansas
$2.08M -$19.2K -206 -0.9%
KPPF
712
Klein Pavlis & Peasley Financial
California
$2.07M -$350K -3,745 -15%
SOS
713
Silver Oak Securities
Tennessee
$2.07M +$566K +6,066 +38%
FB
714
Fulton Bank
Pennsylvania
$2.07M -$352K -3,770 -15%
CK
715
Cohen Klingenstein
New York
$2.07M
EFG
716
Ethos Financial Group
Pennsylvania
$2.06M +$105K +1,128 +5%
AIA
717
Armor Investment Advisors
North Carolina
$2.04M +$50.7K +543 +3%
GIA
718
Gladstone Institutional Advisory
Florida
$2.03M +$9.8K +105 +0.5%
AFP
719
Ausdal Financial Partners
Iowa
$2.03M -$503K -5,388 -20%
HWA
720
HHM Wealth Advisors
Tennessee
$2.03M -$45.9K -492 -2%
CIAS
721
Capital Investment Advisory Services
North Carolina
$2.03M +$18.7K +200 +0.9%
MCA
722
MSH Capital Advisors
Arizona
$2.02M
SYBT
723
Stock Yards Bank & Trust
Kentucky
$2.01M +$58K +621 +3%
AFG
724
Atomi Financial Group
New York
$2.01M -$2.72M -29,182 -58%
RIA
725
Regal Investment Advisors
Michigan
$2.01M +$115K +1,232 +6%