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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
LIG
1401
Lokken Investment Group
Delaware
$462K
NRI
1402
NFP Retirement Inc
California
$462K
RA
1403
Rise Advisors
New York
$462K
RCM
1404
RB Capital Management
Nevada
$461K
FBB
1405
Fulton Breakefield Broenniman
Maryland
$461K
CGH
1406
CMG Global Holdings
Texas
$460K
FC
1407
Fusion Capital
South Carolina
$460K
MGAM
1408
McGowan Group Asset Management
Texas
$459K
MHR
1409
Matthew Hamilton Rosenberg
$457K
CF
1410
Claris Financial
Virginia
$457K
CAS
1411
Coppell Advisory Solutions
Texas
$456K
LCM
1412
LVM Capital Management
Michigan
$456K
SIC
1413
Sigma Investment Counselors
Michigan
$456K
CIM
1414
CIM Investment Management
Pennsylvania
$455K
SAM
1415
Seelaus Asset Management
New Jersey
$454K
NFG
1416
Nadler Financial Group
Illinois
$453K
DA
1417
Drake & Associates
Wisconsin
$452K
RWS
1418
Resolute Wealth Strategies
Mississippi
$450K
SWM
1419
Shepherd Wealth Management
Ohio
$447K
GI
1420
Gradient Investments
Minnesota
$447K
SWAG
1421
Spectrum Wealth Advisory Group
California
$446K
MWM
1422
Manske Wealth Management
Texas
$446K
BRM
1423
Boston Research & Management
Massachusetts
$446K
FAT
1424
First American Trust
California
$446K
GGI
1425
Godsey & Gibb Inc
Virginia
$446K