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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
PFA
1251
Pure Financial Advisors
California
$602K
TFS
1252
Thoroughbred Financial Services
Tennessee
$602K
SWA
1253
Strategies Wealth Advisors
Michigan
$601K
MWM
1254
Mindset Wealth Management
Indiana
$600K
LBC
1255
Lowe Brockenbrough & Co
Virginia
$599K
BAM
1256
Broyhill Asset Management
North Carolina
$599K
PAM
1257
Panagora Asset Management
Massachusetts
$596K
LFS
1258
Legacy Financial Strategies
Kansas
$594K
3IP
1259
3Chopt Investment Partners
Virginia
$593K
SC
1260
Searle & Co
Connecticut
$593K
MCP
1261
Mirador Capital Partners
California
$591K
HWA
1262
Heritage Wealth Advisors
Virginia
$590K
PA
1263
PFW Advisors
Georgia
$588K
UCMOK
1264
United Capital Management of KS
Kansas
$587K
BWS
1265
BCR Wealth Strategies
Alabama
$586K
CCS
1266
Concentric Capital Strategies
Connecticut
$586K
SWA
1267
SFMG Wealth Advisors
Texas
$585K
CT
1268
Chicago Trust
Illinois
$584K
WFAG
1269
Worth Financial Advisory Group
North Carolina
$583K
FPL
1270
Fortress Private Ledger
North Carolina
$583K
PP
1271
PDS Planning
Ohio
$582K
HP
1272
Holistic Planning
Texas
$581K
NPFS
1273
Novak & Powell Financial Services
Florida
$580K
IPA
1274
Investment Planning Advisors
Georgia
$580K
SSC
1275
Syverson Strege & Co
Iowa
$576K