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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
LI
726
LVZ Inc
Michigan
$2.01M +$193K +2,070 +11%
NB
727
NBT Bank
New York
$2.01M -$142K -1,518 -7%
NAM
728
NTV Asset Management
West Virginia
$2.01M -$747 -8 -0%
MWM
729
Modern Wealth Management
Kansas
$2M +$4.67K +50 +0.2%
NWMG
730
Nicholson Wealth Management Group
South Carolina
$2M
VVP
731
Venture Visionary Partners
Ohio
$2M -$32.9K -352 -2%
FCP
732
Fidelis Capital Partners
Florida
$2M +$752K +8,055 +62%
MSE
733
MUFG Securities EMEA
United Kingdom
$2M +$1.66M +17,808 +548%
RFN
734
RDA Financial Network
Iowa
$1.98M -$34.4K -369 -2%
PP
735
Patten & Patten
Tennessee
$1.98M
LA
736
LVW Advisors
New York
$1.98M -$72K -771 -4%
BFA
737
Benedict Financial Advisors
Georgia
$1.97M +$12.1K +130 +0.6%
LWA
738
Lineweaver Wealth Advisors
Ohio
$1.97M +$63.1K +676 +3%
AAB
739
ABN AMRO Bank
Netherlands
$1.97M +$1.96M +20,965 New
FRA
740
Frank Rimerman Advisors
California
$1.97M +$66.3K +710 +4%
CPCPP
741
Canada Post Corporation Pension Plan
Canada
$1.97M +$327K +3,500 +20%
CC
742
Constitution Capital
Connecticut
$1.95M +$323K +3,455 +20%
RPWA
743
Regent Peak Wealth Advisors
Georgia
$1.94M +$1.91M +20,504 New
SAG
744
SageView Advisory Group
California
$1.94M +$1.49M +15,975 +353%
SMC
745
Smith, Moore & Co
Missouri
$1.93M +$81.6K +874 +4%
WPC
746
Wedmont Private Capital
Pennsylvania
$1.92M +$80.8K +866 +5%
FCCM
747
First City Capital Management
Georgia
$1.92M -$3.27K -35 -0.2%
VFA
748
Valeo Financial Advisors
Indiana
$1.92M +$25.8K +276 +1%
HVIA
749
Hudson Valley Investment Advisors
New York
$1.91M
AWM
750
Accurate Wealth Management
Florida
$1.91M -$840 -9 -0%