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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
SWA
1326
Stratos Wealth Advisors
Ohio
$526K -$4.95K -53 -0.9%
GWSG
1327
GPS Wealth Strategies Group
Colorado
$526K
PWM
1328
Partners Wealth Management
California
$525K -$44.2K -473 -8%
BFA
1329
Bill Few Associates
Pennsylvania
$524K -$64.8K -694 -11%
HPBT
1330
Hickory Point Bank & Trust
Illinois
$524K -$19.7K -211 -4%
Financial Engines Advisors
1331
Financial Engines Advisors
California
$522K +$515K +5,513 New
1SB
1332
1ST Source Bank
Indiana
$521K -$1.59K -17 -0.3%
Two Sigma Advisers
1333
Two Sigma Advisers
New York
$521K +$513K +5,500 New
DLHL
1334
Donald L. Hagan LLC
Florida
$520K
NF
1335
Nikulski Financial
Iowa
$520K +$37.8K +405 +8%
BCM
1336
Bienville Capital Management
New York
$520K +$3.73K +40 +0.7%
DA
1337
Doliver Advisors
Texas
$519K
SCM
1338
SCS Capital Management
Massachusetts
$519K -$11.5K -123 -2%
BHWM
1339
Bar Harbor Wealth Management
New Hampshire
$517K -$28K -300 -5%
MC
1340
Mathes Company
New York
$516K
WMA
1341
Wealth Management Associates
New Jersey
$514K +$46.7K +500 +10%
PWAM
1342
Pinnacle West Asset Management
Wyoming
$513K +$1.4K +15 +0.3%
BAM
1343
BOS Asset Management
Illinois
$512K +$93 +1 +0%
MAWA
1344
Moss Adams Wealth Advisors
Washington
$512K -$280 -3 -0.1%
CA
1345
Calton & Associates
Florida
$511K -$3.92K -42 -0.8%
AB
1346
Atlas Brown
Kentucky
$511K -$15K -161 -3%
APC
1347
Asset Planning Corporation
Tennessee
$511K
NAS
1348
Nicolet Advisory Services
Wisconsin
$510K -$2.15K -23 -0.4%
CWD
1349
Clarity Wealth Development
Oregon
$507K
SFWA
1350
Summit Financial Wealth Advisors
Louisiana
$506K +$12.7K +136 +3%