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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
DSC
1351
Duncker Streett & Co
Missouri
$504K +$65.3K +700 +15%
CPRC
1352
Consolidated Portfolio Review Corp
New York
$504K -$11.4K -122 -2%
IF
1353
Intrua Financial
Texas
$499K -$117K -1,256 -19%
SW
1354
SteelPeak Wealth
California
$499K -$362K -3,876 -42%
HIC
1355
Hartline Investment Corp
Illinois
$498K
CCWM
1356
Correct Capital Wealth Management
Missouri
$498K
PA
1357
PSI Advisors
Florida
$497K
TCA
1358
Transcend Capital Advisors
New Jersey
$496K +$74.3K +796 +18%
IC
1359
Inscription Capital
Texas
$495K +$12.7K +136 +3%
CIA
1360
Cohen Investment Advisors
New Hampshire
$493K +$11.4K +122 +2%
EIA
1361
Eastover Investment Advisors
North Carolina
$491K
GIA
1362
GHP Investment Advisors
Colorado
$490K
LCM
1363
Landscape Capital Management
New Jersey
$490K -$1.42M -15,190 -75%
CIA
1364
Cladis Investment Advisory
Montana
$489K
PFG
1365
Prosperity Financial Group
California
$489K -$8.4K -90 -2%
CWM
1366
Cornerstone Wealth Management
Missouri
$489K +$10.1K +108 +2%
BDL
1367
Bey-Douglas LLC
Georgia
$488K -$11.3K -121 -2%
LAM
1368
L2 Asset Management
Massachusetts
$487K +$22.1K +237 +5%
WA
1369
WealthTrust Axiom
Pennsylvania
$487K
VR
1370
Valued Retirements
Texas
$485K
APW
1371
Austin Private Wealth
Texas
$485K -$105K -1,120 -18%
PWMG
1372
Pinnacle Wealth Management Group
Michigan
$484K -$7.47K -80 -2%
WIC
1373
Wilkins Investment Counsel
Massachusetts
$483K -$28K -300 -6%
MWA
1374
Monograph Wealth Advisors
California
$481K -$1.21K -13 -0.3%
FFIC
1375
First Fiduciary Investment Counsel
Ohio
$480K