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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
SA
926
SRH Advisors
Kansas
$1.19M
BFS
927
Bard Financial Services
Connecticut
$1.19M
WWA
928
WCG Wealth Advisors
Nevada
$1.19M
IAN
929
Integrated Advisors Network
Texas
$1.19M
MSA
930
Marino Stram & Associates
Massachusetts
$1.18M
EFA
931
Edge Financial Advisors
Illinois
$1.18M
NAAA
932
New Age Alpha Advisors
New York
$1.17M
CCA
933
Checchi Capital Advisers
California
$1.17M
KFGK
934
Keystone Financial Group (Kentucky)
Kentucky
$1.17M
VA
935
VestGen Advisors
Illinois
$1.17M
IA
936
Integrity Alliance
Iowa
$1.17M
IA
937
IFP Advisors
Florida
$1.17M
TC
938
TwinBeech Capital
New York
$1.17M
TPI
939
Trust Point Inc
Wisconsin
$1.17M
ESB
940
Essex Savings Bank
Connecticut
$1.17M
CPSAC
941
Chas P. Smith & Associates (CPS)
Florida
$1.16M
MIG
942
Meketa Investment Group
Massachusetts
$1.15M
FCB
943
First County Bank
Connecticut
$1.15M
JIP
944
Jaffetilchin Investment Partners
Florida
$1.15M
SW
945
SVB Wealth
Massachusetts
$1.15M
SWM
946
Spire Wealth Management
Virginia
$1.15M
TBA
947
Tower Bridge Advisors
Pennsylvania
$1.14M
AFC
948
AFT Forsyth & Company
Florida
$1.14M
HPC
949
HM Payson & Co
Maine
$1.14M
MYLI
950
Meiji Yasuda Life Insurance
Japan
$1.13M