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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
LFA
1301
Legacy Financial Advisors
Kentucky
$546K
OF
1302
Outfitter Financial
Maine
$545K
BC
1303
Bayforest Capital
United Kingdom
$545K
AF
1304
Arrow Financial
New York
$544K
ORC
1305
O'Rourke & Company
Massachusetts
$543K
PG
1306
Patten Group
Tennessee
$540K
MWM
1307
Maridea Wealth Management
New York
$540K
BST
1308
Bath Savings Trust
Maine
$538K
KFA
1309
Kapstone Financial Advisors
Ohio
$537K
KIA
1310
Knollwood Investment Advisory
Maryland
$537K
VIPI
1311
Vista Investment Partners II
Indiana
$537K
FOFP
1312
Fee-Only Financial Planning
South Carolina
$535K
AT
1313
Arlington Trust
Alabama
$535K
LC
1314
LCNB Corp
Ohio
$534K
AWE
1315
Avidian Wealth Enterprises
Texas
$534K
EGWAG
1316
Elwood & Goetz Wealth Advisory Group
Georgia
$534K
Wolverine Trading
1317
Wolverine Trading
Illinois
$533K
IEFM
1318
IQ EQ Fund Management
Ireland
$533K
AA
1319
Argent Advisors
Louisiana
$531K
Point72 Asset Management
1320
Point72 Asset Management
Connecticut
$531K
DWM
1321
Drive Wealth Management
Utah
$531K
TGAM
1322
TBH Global Asset Management
Tennessee
$529K
IWA
1323
IVC Wealth Advisors
Pennsylvania
$528K
LJAC
1324
L.J. Altfest & Co
New York
$527K
M
1325
MOTCO
Texas
$526K