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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
C
1276
Certuity
Florida
$576K
MWA
1277
Midland Wealth Advisors
Illinois
$576K
FBT
1278
First Bankers Trust
Kentucky
$575K
PPWM
1279
Paragon Private Wealth Management
Kentucky
$575K
TFA
1280
Trinity Financial Advisors
Ohio
$573K
BA
1281
Ballew Advisors
Mississippi
$572K
IP
1282
Integras Partners
Georgia
$571K
FDS
1283
First Dallas Securities
Texas
$571K
KWM
1284
Keebeck Wealth Management
Illinois
$567K
RWI
1285
Red Wave Investments
Pennsylvania
$567K
APA
1286
Astoria Portfolio Advisors
New York
$565K
VFP
1287
Verus Financial Partners
Virginia
$564K
AF
1288
Apexium Financial
Texas
$564K
DI
1289
Diligent Investors
California
$562K
RIP
1290
Reliant Investment Partners
North Carolina
$562K
WWM
1291
Wiser Wealth Management
Georgia
$559K
SC
1292
Schulhoff & Co
Ohio
$557K
OFS
1293
OMC Financial Services
New York
$556K
OIC
1294
Orion Investment Company
Missouri
$554K
FAM
1295
Formidable Asset Management
Ohio
$554K
NP
1296
Nilsine Partners
Colorado
$554K
CSI
1297
Cross Staff Investments
New York
$553K
TA
1298
TruWealth Advisors
Louisiana
$553K
OIA
1299
Optimum Investment Advisors
Illinois
$553K
AAG
1300
Armstrong Advisory Group
Massachusetts
$547K