SO icon

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
MAM
1151
McLean Asset Management
Virginia
$743K
V
1152
ViaWealth
Kansas
$741K
BRWM
1153
Blue Rock Wealth Management
North Carolina
$741K
GFG
1154
Goldstone Financial Group
Illinois
$740K
MFWP
1155
Mosaic Family Wealth Partners
Missouri
$738K
FA
1156
Faithward Advisors
Pennsylvania
$738K
FSA
1157
Franklin Street Advisors
North Carolina
$738K
WA
1158
Wealth Alliance
New York
$733K
NFG
1159
Nations Financial Group
Iowa
$733K
CCA
1160
Childress Capital Advisors
Texas
$728K
EW
1161
Element Wealth
Mississippi
$727K
YCG
1162
Yeomans Consulting Group
Georgia
$726K
TW
1163
TritonPoint Wealth
Maryland
$723K
DWM
1164
Dogwood Wealth Management
Kansas
$718K
QI
1165
Qtron Investments
Massachusetts
$714K
DWT
1166
Dorsey & Whitney Trust
South Dakota
$713K
NAG
1167
Northstar Advisory Group
New Jersey
$713K
SA
1168
Skyline Advisors
Washington
$711K
WT
1169
Washington Trust
Rhode Island
$711K
BCV
1170
Banque Cantonale Vaudoise
Switzerland
$710K
APW
1171
Aventura Private Wealth
Florida
$709K
TC
1172
TFR Capital
Texas
$708K
BAAM
1173
Baker Avenue Asset Management
California
$708K
VFA
1174
Values First Advisors
Tennessee
$707K
CFB
1175
Cullen/Frost Bankers
Texas
$705K