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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
SWA
1326
Stratos Wealth Advisors
Ohio
$526K
GWSG
1327
GPS Wealth Strategies Group
Colorado
$526K
PWM
1328
Partners Wealth Management
California
$525K
BFA
1329
Bill Few Associates
Pennsylvania
$524K
HPBT
1330
Hickory Point Bank & Trust
Illinois
$524K
Financial Engines Advisors
1331
Financial Engines Advisors
California
$522K
1SB
1332
1ST Source Bank
Indiana
$521K
Two Sigma Advisers
1333
Two Sigma Advisers
New York
$521K
DLHL
1334
Donald L. Hagan LLC
Florida
$520K
NF
1335
Nikulski Financial
Iowa
$520K
BCM
1336
Bienville Capital Management
New York
$520K
DA
1337
Doliver Advisors
Texas
$519K
SCM
1338
SCS Capital Management
Massachusetts
$519K
BHWM
1339
Bar Harbor Wealth Management
New Hampshire
$517K
MC
1340
Mathes Company
New York
$516K
WMA
1341
Wealth Management Associates
New Jersey
$514K
PWAM
1342
Pinnacle West Asset Management
Wyoming
$513K
BAM
1343
BOS Asset Management
Illinois
$512K
MAWA
1344
Moss Adams Wealth Advisors
Washington
$512K
CA
1345
Calton & Associates
Florida
$511K
AB
1346
Atlas Brown
Kentucky
$511K
APC
1347
Asset Planning Corporation
Tennessee
$511K
NAS
1348
Nicolet Advisory Services
Wisconsin
$510K
CWD
1349
Clarity Wealth Development
Oregon
$507K
SFWA
1350
Summit Financial Wealth Advisors
Louisiana
$506K