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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
BIM
1376
Bridges Investment Management
Nebraska
$480K
FFA
1377
First Foundation Advisors
California
$479K
CAM
1378
Cozad Asset Management
Illinois
$479K
CICI
1379
Capital Investment Counsel Inc
North Carolina
$477K
WC
1380
Wynn Capital
Georgia
$476K
TCM
1381
Tributary Capital Management
Nebraska
$476K
HFM
1382
Hartford Financial Management
Connecticut
$474K
RC
1383
Rithm Capital
New York
$474K
CFIA
1384
Cantor Fitzgerald Investment Advisors
New York
$474K
GWA
1385
Gratus Wealth Advisors
Virginia
$473K
GPW
1386
Gentry Private Wealth
Kansas
$473K
IA
1387
Inspire Advisors
Idaho
$472K
CRC
1388
Curi RMB Capital
Illinois
$471K
BA
1389
Bridgewater Advisors
New York
$470K
TCOTS
1390
Trust Company of the South
North Carolina
$470K
BFIM
1391
Beese Fulmer Investment Management
Ohio
$468K
PIM
1392
Penobscot Investment Management
Massachusetts
$468K
BONH
1393
Bank of New Hampshire
New Hampshire
$467K
VCM
1394
Versant Capital Management
Arizona
$467K
VC
1395
Veracity Capital
Georgia
$467K
LDB
1396
Lee, Danner & Bass
Tennessee
$466K
PA
1397
Probity Advisors
Texas
$465K
AAS
1398
AdviceOne Advisory Services
Connecticut
$464K
RSWM
1399
Robertson Stephens Wealth Management
California
$464K
MW
1400
Maia Wealth
Colorado
$464K