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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
GGI
1426
Godsey & Gibb Inc
Virginia
$446K
CAG
1427
Crestwood Advisors Group
Massachusetts
$445K +$45K +482 +11%
GM
1428
GeoWealth Management
Illinois
$444K +$21.2K +227 +5%
OFO
1429
OneAscent Family Office
Alabama
$444K -$4.48K -48 -1%
MA
1430
MKT Advisors
California
$443K -$11.7K -125 -3%
TP
1431
Tranquility Partners
Tennessee
$442K -$8.31K -89 -2%
MWC
1432
MBM Wealth Consultants
Missouri
$442K +$7.93K +85 +2%
AA
1433
Auxano Advisors
Washington
$441K +$14.8K +159 +4%
SPWG
1434
Syntegra Private Wealth Group
Missouri
$441K -$2.8K -30 -0.6%
TSS
1435
Thomas Story & Son
Indiana
$441K
VCM
1436
Violich Capital Management
California
$439K
AGWCA
1437
Annis Gardner Whiting Capital Advisors
Florida
$438K +$187K +2,004 +77%
SIA
1438
Soltis Investment Advisors
Utah
$438K +$86.2K +923 +25%
RCA
1439
Resonant Capital Advisors
Wisconsin
$437K +$102K +1,096 +31%
RWP
1440
RWA Wealth Partners
Massachusetts
$437K +$3.73K +40 +0.9%
KA
1441
Klingman & Associates
New York
$435K +$44.3K +475 +12%
PCH
1442
PGIM Custom Harvest
New Jersey
$435K +$5.04K +54 +1%
MCWS
1443
McKinley Carter Wealth Services
West Virginia
$433K -$45.4K -486 -10%
FCM
1444
Firestone Capital Management
Florida
$433K -$5.13K -55 -1%
FFM
1445
Forum Financial Management
Illinois
$432K -$143K -1,532 -25%
HFAS
1446
Hummer Financial Advisory Services
Illinois
$431K
LWL
1447
Leo Wealth LLC
Texas
$430K -$2.59M -27,763 -86%
PMFA
1448
Plante Moran Financial Advisors
Michigan
$430K +$17.6K +188 +4%
JLBC
1449
J.L. Bainbridge & Co
Florida
$429K +$373 +4 +0.1%
TC
1450
Truvestments Capital
Florida
$429K +$16.1K +172 +4%