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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
BCM
1476
Banyan Capital Management
Georgia
$410K +$404K +4,325 New
CAM
1477
Campion Asset Management
Virginia
$409K -$13.9K -149 -3%
LFA
1478
Longview Financial Advisors
Alabama
$409K -$18.5K -198 -4%
FS
1479
Ferguson Shapiro
Georgia
$408K +$373 +4 +0.1%
CD
1480
Chapin Davis
Maryland
$407K +$401K +4,291 New
P
1481
Pitcairn
Pennsylvania
$406K -$31K -332 -7%
JC
1482
JB Capital
Connecticut
$405K -$72.9K -781 -15%
CAAS
1483
Capital Asset Advisory Services
Michigan
$404K -$11.1K -119 -3%
V
1484
VeraBank
Texas
$404K +$18.7K +200 +5%
CCFCSB
1485
Cape Cod Five Cents Savings Bank
Massachusetts
$404K
BBA
1486
BLB&B Advisors
Pennsylvania
$403K +$26K +278 +7%
HCM
1487
Hodges Capital Management
Texas
$403K
4A
1488
4Wealth Advisors
Illinois
$403K +$24.7K +265 +7%
ETS
1489
ESL Trust Services
New York
$402K +$22.7K +243 +6%
KFS
1490
Keynote Financial Services
Connecticut
$402K
QWP
1491
Quotient Wealth Partners
Texas
$401K +$25.4K +272 +7%
IBOK
1492
Independence Bank of Kentucky
Kentucky
$401K
MF
1493
Meridian Financial
Massachusetts
$401K
SA
1494
Sovran Advisors
California
$401K +$41.3K +442 +12%
WQ
1495
Wealth Quarterback
New Jersey
$400K -$57.5K -616 -13%
RZH
1496
Relyea Zuckerberg Hanson
Connecticut
$398K +$2.71K +29 +0.7%
RCM
1497
Radnor Capital Management
Pennsylvania
$398K
WJA
1498
Willis Johnson & Associates
Texas
$397K +$80.3K +860 +26%
TCOT
1499
Trust Company of Toledo
Ohio
$397K
SEP
1500
Southland Equity Partners
Missouri
$397K -$840 -9 -0.2%