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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
LFA
1301
Legacy Financial Advisors
Kentucky
$546K +$8.68K +93 +2%
OF
1302
Outfitter Financial
Maine
$545K +$91K +975 +20%
BC
1303
Bayforest Capital
United Kingdom
$545K +$537K +5,749 New
AF
1304
Arrow Financial
New York
$544K +$83.5K +894 +18%
ORC
1305
O'Rourke & Company
Massachusetts
$543K -$5.23K -56 -1%
PG
1306
Patten Group
Tennessee
$540K +$59.3K +635 +13%
MWM
1307
Maridea Wealth Management
New York
$540K -$1.02M -10,911 -66%
BST
1308
Bath Savings Trust
Maine
$538K
KFA
1309
Kapstone Financial Advisors
Ohio
$537K -$20.7K -222 -4%
KIA
1310
Knollwood Investment Advisory
Maryland
$537K -$10.5K -113 -2%
VIPI
1311
Vista Investment Partners II
Indiana
$537K -$3.55K -38 -0.7%
FOFP
1312
Fee-Only Financial Planning
South Carolina
$535K
AT
1313
Arlington Trust
Alabama
$535K -$467 -5 -0.1%
LC
1314
LCNB Corp
Ohio
$534K -$42.9K -459 -8%
AWE
1315
Avidian Wealth Enterprises
Texas
$534K +$87.5K +937 +20%
EGWAG
1316
Elwood & Goetz Wealth Advisory Group
Georgia
$534K -$37.1K -397 -7%
Wolverine Trading
1317
Wolverine Trading
Illinois
$533K +$530K +5,680 New
IEFM
1318
IQ EQ Fund Management
Ireland
$533K
AA
1319
Argent Advisors
Louisiana
$531K +$53K +568 +11%
Point72 Asset Management
1320
Point72 Asset Management
Connecticut
$531K -$111M -1,191,902 -100%
DWM
1321
Drive Wealth Management
Utah
$531K +$27.2K +291 +5%
TGAM
1322
TBH Global Asset Management
Tennessee
$529K
IWA
1323
IVC Wealth Advisors
Pennsylvania
$528K +$6.72K +72 +1%
LJAC
1324
L.J. Altfest & Co
New York
$527K +$31.1K +333 +6%
M
1325
MOTCO
Texas
$526K