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Southern Company

2,215 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 932 increasing their positions, 734 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $507M | Put options by funds: $235M

72% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 734

2% more funds holding

Funds holding: 2,1792,215 (+36)

1% more capital invested

Capital invested by funds: $73.5B → $74.6B (+$1.07B)

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
2,215
Holders Change
+36
Holders Change %
+1.65%
% of All Funds
29.07%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.22%
New
165
Increased
932
Reduced
734
Closed
96
Calls
$507M
Puts
$235M
Net Calls
+$272M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
C
1276
Certuity
Florida
$576K +$127K +1,362 +29%
MWA
1277
Midland Wealth Advisors
Illinois
$576K -$63K -675 -10%
FBT
1278
First Bankers Trust
Kentucky
$575K +$15K +161 +3%
PPWM
1279
Paragon Private Wealth Management
Kentucky
$575K +$161K +1,723 +40%
TFA
1280
Trinity Financial Advisors
Ohio
$573K +$1.59K +17 +0.3%
BA
1281
Ballew Advisors
Mississippi
$572K +$280 +3 +0.1%
IP
1282
Integras Partners
Georgia
$571K
FDS
1283
First Dallas Securities
Texas
$571K -$93.4K -1,000 -14%
KWM
1284
Keebeck Wealth Management
Illinois
$567K +$12.1K +130 +2%
RWI
1285
Red Wave Investments
Pennsylvania
$567K -$2.43K -26 -0.4%
APA
1286
Astoria Portfolio Advisors
New York
$565K -$36.7K -393 -6%
VFP
1287
Verus Financial Partners
Virginia
$564K
AF
1288
Apexium Financial
Texas
$564K -$934 -10 -0.2%
DI
1289
Diligent Investors
California
$562K +$6.54K +70 +1%
RIP
1290
Reliant Investment Partners
North Carolina
$562K -$9.24K -99 -2%
WWM
1291
Wiser Wealth Management
Georgia
$559K +$1.96K +21 +0.4%
SC
1292
Schulhoff & Co
Ohio
$557K
OFS
1293
OMC Financial Services
New York
$556K
OIC
1294
Orion Investment Company
Missouri
$554K -$15.5K -166 -3%
FAM
1295
Formidable Asset Management
Ohio
$554K -$93.3K -999 -14%
NP
1296
Nilsine Partners
Colorado
$554K -$24.5K -262 -4%
CSI
1297
Cross Staff Investments
New York
$553K
TA
1298
TruWealth Advisors
Louisiana
$553K +$43.3K +464 +9%
OIA
1299
Optimum Investment Advisors
Illinois
$553K
AAG
1300
Armstrong Advisory Group
Massachusetts
$547K +$280 +3 +0.1%