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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
EWM
1501
Elmwood Wealth Management
California
$396K +$16.8K +180 +5%
ADL
1502
Asset Dedication LLC
California
$396K -$1.31K -14 -0.3%
GSWA
1503
Good Steward Wealth Advisors
Tennessee
$396K -$116K -1,239 -23%
LWM
1504
Level Wealth Management
North Carolina
$396K +$187 +2 +0%
SP
1505
Symmetry Partners
Connecticut
$395K +$42.5K +455 +12%
BOPW
1506
Brandywine Oak Private Wealth
Pennsylvania
$394K
FC
1507
Fjell Capital
North Dakota
$394K +$388K +4,158 New
PPWP
1508
Premier Path Wealth Partners
New Jersey
$393K +$43.1K +462 +13%
SBF
1509
Sara-Bay Financial
Florida
$392K +$10.1K +108 +3%
BOSSRA
1510
B.O.S.S. Retirement Advisors
Utah
$392K -$2.24K -24 -0.6%
UWP
1511
Uniting Wealth Partners
Kansas
$391K +$51K +546 +15%
WP
1512
Wealthspan Partners
Iowa
$390K +$187 +2 +0%
CST
1513
Charles Schwab Trust
Nevada
$390K -$666K -7,130 -63%
MA
1514
MJP Associates
Connecticut
$389K +$95K +1,018 +33%
TVAMP
1515
Tennessee Valley Asset Management Partners
Tennessee
$388K +$382K +4,093 New
CW
1516
Code Waechter
Florida
$387K -$72.7K -779 -17%
ASBI
1517
American State Bank (Iowa)
Iowa
$387K
BFC
1518
Bedel Financial Consulting
Indiana
$387K
WCFA
1519
Walkner Condon Financial Advisors
Wisconsin
$386K +$653 +7 +0.2%
HDIM
1520
Hanson & Doremus Investment Management
Vermont
$386K +$840 +9 +0.2%
AFA
1521
American Financial Advisors
Georgia
$385K +$1.96K +21 +0.5%
OIS
1522
OneAscent Investment Solutions
Alabama
$384K -$5.6K -60 -1%
UCB
1523
United Community Bank
South Carolina
$383K +$840 +9 +0.2%
NHT
1524
New Hampshire Trust
New Hampshire
$381K +$7.75K +83 +2%
MCM
1525
Monument Capital Management
Virginia
$381K -$3.73K -40 -1%