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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
RIA
1201
Richwood Investment Advisors
Ohio
$674K
FFP
1202
FourThought Financial Partners
Florida
$672K
PAM
1203
Peninsula Asset Management
Florida
$672K
SL
1204
Sentry LLC
Tennessee
$672K
DTC
1205
Davidson Trust Company
Washington
$668K
GSWM
1206
Greenup Street Wealth Management
Michigan
$667K
CFG
1207
Cooper Financial Group
California
$666K
FEG
1208
Financial Enhancement Group
Indiana
$666K
DJYG
1209
David J. Yvars Group
Florida
$665K
SAM
1210
Summit Asset Management
Tennessee
$664K
AGA
1211
Arkos Global Advisors
Texas
$664K
CI
1212
Conning Inc
Connecticut
$661K
CWMA
1213
Capstone Wealth Management (Alabama)
Alabama
$658K
CC
1214
Chicago Capital
Illinois
$653K
MAA
1215
Mraz Amerine & Associates
California
$653K
WAAG
1216
Wealth Alliance Advisory Group
Kansas
$652K
AA
1217
Advisory Alpha
Michigan
$651K
HR
1218
Howe & Rusling
New York
$650K
NCM
1219
Novare Capital Management
North Carolina
$647K
MW
1220
MBL Wealth
North Carolina
$646K
VHAM
1221
Van Hulzen Asset Management
California
$645K
C1AG
1222
Client 1st Advisory Group
Florida
$645K
PWPS
1223
Pinnacle Wealth Planning Services
Ohio
$644K
SCA
1224
Stokes Capital Advisors
South Carolina
$644K
KOC
1225
Koss-Olinger Consulting
Florida
$636K