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Southern Company

2,211 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, 931 increasing their positions, 734 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
2,211
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
AFG
951
Allegheny Financial Group
Pennsylvania
$1.12M
UBV
952
United Bank (Virginia)
Virginia
$1.12M
BWA
953
BlueChip Wealth Advisors
Georgia
$1.11M
KA
954
Kovack Advisors
Florida
$1.11M
AFCM
955
Applied Finance Capital Management
Puerto Rico
$1.11M
SCI
956
Stableford Capital II
Arizona
$1.1M
HBT
957
Hills Bank & Trust
Iowa
$1.1M
Caisse de Depot et Placement du Quebec (CDPQ)
958
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.1M
1IA
959
1834 Investment Advisors
Wisconsin
$1.1M
AC
960
Apella Capital
Connecticut
$1.09M
TBT
961
Texas Bank & Trust
Texas
$1.09M
MCA
962
Magnolia Capital Advisors
Mississippi
$1.09M
HAS
963
HBW Advisory Services
California
$1.08M
CAM
964
Columbia Asset Management
Michigan
$1.08M
KAS
965
KPP Advisory Services
Kentucky
$1.08M
NL
966
NWAM LLC
Washington
$1.08M
NPF
967
Norris Perne & French
Michigan
$1.08M
FTWA
968
Fifth Third Wealth Advisors
Ohio
$1.08M
BC
969
Burney Company
Virginia
$1.08M
TL
970
Tradewinds LLC
North Carolina
$1.08M
RCI
971
RS Crum Inc
California
$1.08M
SICM
972
Sustainable Insight Capital Management
New York
$1.08M
RCM
973
Raleigh Capital Management
North Carolina
$1.08M
SWM
974
SeaCrest Wealth Management
New York
$1.08M
BAM
975
Belpointe Asset Management
Nevada
$1.07M