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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
SFG
1451
SNS Financial Group
Minnesota
$425K
OWM
1452
Orca Wealth Management
Florida
$425K
FA
1453
Fortis Advisors
Pennsylvania
$424K
OHWA
1454
Oak Hill Wealth Advisors
Virginia
$424K
IHL
1455
Investment House LLC
California
$423K
HWMO
1456
Heritage Wealth Management (Ohio)
Ohio
$422K
FWM
1457
Fonville Wealth Management
Virginia
$422K
SC
1458
Scotia Capital
Ontario, Canada
$422K
WIC
1459
Willis Investment Counsel
Georgia
$421K
BWM
1460
BCS Wealth Management
Tennessee
$420K
KFP
1461
KMG Fiduciary Partners
Ohio
$420K
MW
1462
Members Wealth
Pennsylvania
$420K
CBT
1463
Crews Bank & Trust
Florida
$419K
TWA
1464
TCI Wealth Advisors
Arizona
$419K
QC
1465
Quent Capital
New York
$419K
LMKC
1466
L.M. Kohn & Company
Ohio
$416K
HCM
1467
Hall Capital Management
Rhode Island
$416K
GAM
1468
GEM Asset Management
Michigan
$414K
KCFA
1469
Key Client Fiduciary Advisors
New Jersey
$413K
PL
1470
Plancorp LLC
Missouri
$413K
KLCM
1471
KG&L Capital Management
Louisiana
$413K
UF
1472
Univest Financial
Pennsylvania
$412K
FAM
1473
Flaharty Asset Management
Florida
$412K
CCG
1474
Cypress Capital Group
Florida
$412K
BCM
1475
Banyan Capital Management
Georgia
$410K