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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
MEAC
1176
M.E. Allison & Co
Texas
$705K
AWP
1177
Atlas Wealth Partners
Pennsylvania
$703K
BAM
1178
Beaumont Asset Management
Texas
$702K
BFG
1179
Beacon Financial Group
Texas
$699K
FHA
1180
Flagship Harbor Advisors
Massachusetts
$698K
WFA
1181
WMG Financial Advisors
Tennessee
$695K
BIA
1182
Beacon Investment Advisors
Maryland
$693K
DWM
1183
Destination Wealth Management
California
$693K
WMWM
1184
Wilkins Miller Wealth Management
Alabama
$692K
PPC
1185
Park Place Capital
Alabama
$692K
AHL
1186
Abel Hall LLC
Louisiana
$691K
CT
1187
Clearstead Trust
Maine
$691K
BBNB
1188
Baker Boyer National Bank
Washington
$688K
BCM
1189
BluePath Capital Management
Georgia
$687K
IRC
1190
Investors Research Corp
Georgia
$685K
FBFS
1191
First Business Financial Services
Wisconsin
$685K
WAL
1192
W Advisors LLC
Tennessee
$684K
RK
1193
Rather & Kittrell
Tennessee
$680K
CTB
1194
Country Trust Bank
Illinois
$680K
CSB
1195
City State Bank
Iowa
$679K
BWP
1196
Baldwin Wealth Partners
Massachusetts
$679K
BFG
1197
Berger Financial Group
Minnesota
$677K
ANBT
1198
American National Bank & Trust
Texas
$676K
LIM
1199
Lathrop Investment Management
Arkansas
$675K
AWM
1200
Abound Wealth Management
Tennessee
$675K