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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
FNC
1126
First National Corp
Massachusetts
$765K
ICA
1127
Infrastructure Capital Advisors
New York
$765K
CWM
1128
Chesapeake Wealth Management
Virginia
$764K
OL
1129
one8zero8 LLC
North Carolina
$764K
CAWM
1130
Capital Advisors Wealth Management
Washington
$762K
GWA
1131
Geometric Wealth Advisors
District of Columbia
$761K
CBB
1132
Citizens Business Bank
California
$759K
BOJHT
1133
Bank of Jackson Hole Trust
Wyoming
$759K
AIC
1134
Archer Investment Corporation
Indiana
$759K
BW
1135
Blalock Williams
Alabama
$758K
TWM
1136
Tradition Wealth Management
Minnesota
$757K
RGC
1137
Roberts, Glore & Co
Illinois
$756K
YIA
1138
YHB Investment Advisors
Connecticut
$756K
SWMG
1139
Sard Wealth Management Group
Georgia
$754K
CCFM
1140
Clear Creek Financial Management
Washington
$753K
WDG
1141
Wealth Dimensions Group
Ohio
$752K
SIMG
1142
Sonora Investment Management Group
Arizona
$748K
VH
1143
Visionary Horizons
Tennessee
$747K
WOSD
1144
WFA of San Diego
California
$745K
PMG
1145
ProVise Management Group
Florida
$745K
SL
1146
Summitry LLC
California
$745K
SF
1147
SageOak Financial
Oklahoma
$743K
CWP
1148
Cyndeo Wealth Partners
Florida
$743K
GCP
1149
GSA Capital Partners
United Kingdom
$743K
ACM
1150
Allred Capital Management
Texas
$743K