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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
LT
1451
Legacy Trust
Michigan
$428K +$422K +4,521 New
SFG
1452
SNS Financial Group
Minnesota
$425K +$2.8K +30 +0.7%
OWM
1453
Orca Wealth Management
Florida
$425K
FA
1454
Fortis Advisors
Pennsylvania
$424K
OHWA
1455
Oak Hill Wealth Advisors
Virginia
$424K
IHL
1456
Investment House LLC
California
$423K
HWMO
1457
Heritage Wealth Management (Ohio)
Ohio
$422K
FWM
1458
Fonville Wealth Management
Virginia
$422K -$280 -3 -0.1%
SC
1459
Scotia Capital
Ontario, Canada
$422K +$16.3K +175 +4%
WIC
1460
Willis Investment Counsel
Georgia
$421K -$9.34K -100 -2%
BWM
1461
BCS Wealth Management
Tennessee
$420K -$13.3K -142 -3%
KFP
1462
KMG Fiduciary Partners
Ohio
$420K +$280 +3 +0.1%
MW
1463
Members Wealth
Pennsylvania
$420K +$413K +4,425 New
CBT
1464
Crews Bank & Trust
Florida
$419K
TWA
1465
TCI Wealth Advisors
Arizona
$419K -$115K -1,231 -22%
QC
1466
Quent Capital
New York
$419K -$17.5K -187 -4%
LMKC
1467
L.M. Kohn & Company
Ohio
$416K -$207K -2,215 -34%
HCM
1468
Hall Capital Management
Rhode Island
$416K -$13.2K -141 -3%
GAM
1469
GEM Asset Management
Michigan
$414K
KCFA
1470
Key Client Fiduciary Advisors
New Jersey
$413K -$1.21K -13 -0.3%
PL
1471
Plancorp LLC
Missouri
$413K -$1.4K -15 -0.3%
KLCM
1472
KG&L Capital Management
Louisiana
$413K -$15.1K -162 -4%
UF
1473
Univest Financial
Pennsylvania
$412K -$37.3K -400 -8%
FAM
1474
Flaharty Asset Management
Florida
$412K
CCG
1475
Cypress Capital Group
Florida
$412K -$50.3K -539 -11%