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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
FB
1226
Finward Bancorp
Indiana
$634K
BIG
1227
Builder Investment Group
Georgia
$631K
BMWM
1228
Brown Miller Wealth Management
Virginia
$631K
SFG
1229
SevenBridge Financial Group
Pennsylvania
$630K
ACI
1230
Alpha Cubed Investments
California
$629K
CAM
1231
Cidel Asset Management
Ontario, Canada
$629K
LFM
1232
LGT Fund Management
Liechtenstein
$628K
CGPCS
1233
Capital Group Private Client Services
California
$627K
BFW
1234
Brady Family Wealth
Missouri
$624K
BTD
1235
BankPlus Trust Department
Mississippi
$624K
CL
1236
CVFG LLC
Indiana
$621K
WF
1237
Welch & Forbes
Massachusetts
$620K
RGF
1238
Retirement Guys Formula
Ohio
$620K
BWG
1239
Beta Wealth Group
California
$618K
CWM
1240
Cranbrook Wealth Management
Michigan
$617K
CTA
1241
Colonial Trust Advisors
South Carolina
$614K
CAM
1242
Congress Asset Management
Massachusetts
$614K
TWM
1243
Thrive Wealth Management
Pennsylvania
$614K
TTWM
1244
TCV Trust & Wealth Management
Virginia
$613K
FCAS
1245
First Command Advisory Services
Texas
$613K
RWA
1246
River Wealth Advisors
Pennsylvania
$612K
MHIC
1247
Marble Harbor Investment Counsel
Massachusetts
$606K
FNBT
1248
FineMark National Bank & Trust
Florida
$605K
CWM
1249
Cordatus Wealth Management
Pennsylvania
$605K
JTWM
1250
Jackson Thornton Wealth Management
Alabama
$604K