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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
BIM
1376
Bridges Investment Management
Nebraska
$480K +$31.6K +338 +7%
FFA
1377
First Foundation Advisors
California
$479K +$163K +1,743 +53%
CAM
1378
Cozad Asset Management
Illinois
$479K -$28K -300 -6%
CICI
1379
Capital Investment Counsel Inc
North Carolina
$477K
WC
1380
Wynn Capital
Georgia
$476K -$934 -10 -0.2%
TCM
1381
Tributary Capital Management
Nebraska
$476K -$27.1K -290 -5%
HFM
1382
Hartford Financial Management
Connecticut
$474K -$56K -600 -11%
CFIA
1383
Cantor Fitzgerald Investment Advisors
New York
$474K
RC
1384
Rithm Capital
New York
$474K
IFG
1385
Independent Financial Group
California
$474K +$6.63K +71 +1%
GWA
1386
Gratus Wealth Advisors
Virginia
$473K +$1.4K +15 +0.3%
GPW
1387
Gentry Private Wealth
Kansas
$473K +$10.6K +114 +2%
IA
1388
Inspire Advisors
Idaho
$472K -$384K -4,117 -45%
CRC
1389
Curi RMB Capital
Illinois
$471K +$158K +1,693 +52%
BA
1390
Bridgewater Advisors
New York
$470K +$9.43K +101 +2%
TCOTS
1391
Trust Company of the South
North Carolina
$470K +$49K +525 +12%
BFIM
1392
Beese Fulmer Investment Management
Ohio
$468K
PIM
1393
Penobscot Investment Management
Massachusetts
$468K +$46.7K +500 +11%
BONH
1394
Bank of New Hampshire
New Hampshire
$467K
VCM
1395
Versant Capital Management
Arizona
$467K +$207K +2,219 +82%
VC
1396
Veracity Capital
Georgia
$467K -$1.4K -15 -0.3%
LDB
1397
Lee, Danner & Bass
Tennessee
$466K
PA
1398
Probity Advisors
Texas
$465K -$46.5K -498 -9%
AAS
1399
AdviceOne Advisory Services
Connecticut
$464K +$24.9K +267 +6%
RSWM
1400
Robertson Stephens Wealth Management
California
$464K -$67.5K -723 -13%