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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
UAG
1026
United Advisor Group
Ohio
$953K
MIM
1027
Marco Investment Management
Georgia
$948K
FCM
1028
Fourpath Capital Management
Oklahoma
$946K
RMP
1029
Richards, Merrill & Peterson
Washington
$944K
RC
1030
Roundview Capital
New Jersey
$940K
HFBOT
1031
Home Federal Bank of Tennessee
Tennessee
$937K
EM
1032
Excalibur Management
Massachusetts
$929K
JAG
1033
Journey Advisory Group
Kentucky
$929K
MIC
1034
Means Investment Company
Maine
$924K
EWM
1035
Evercore Wealth Management
New York
$923K
WAC
1036
William Allan Corp
Colorado
$921K
TBNY
1037
Trustco Bank (New York)
New York
$921K
HCMG
1038
Howard Capital Management Group
California
$919K
PT
1039
Plimoth Trust
Massachusetts
$918K
SFP
1040
Shepherd Financial Partners
Massachusetts
$917K
NG
1041
Norden Group
Utah
$914K
SI
1042
SCP Investment
California
$910K
XWM
1043
Xcel Wealth Management
Florida
$909K
SJIM
1044
St. Johns Investment Management
Florida
$908K
BCWM
1045
Bartlett & Co Wealth Management
Ohio
$905K
LG
1046
LaFleur & Godfrey
Michigan
$904K
CPC
1047
Cookson Peirce & Co
Pennsylvania
$903K
SAM
1048
Secure Asset Management
Michigan
$902K
AA
1049
ALPS Advisors
Colorado
$899K
TWM
1050
Trueblood Wealth Management
Ohio
$893K