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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
ADL
1501
Asset Dedication LLC
California
$396K
GSWA
1502
Good Steward Wealth Advisors
Tennessee
$396K
LWM
1503
Level Wealth Management
North Carolina
$396K
SP
1504
Symmetry Partners
Connecticut
$395K
BOPW
1505
Brandywine Oak Private Wealth
Pennsylvania
$394K
FC
1506
Fjell Capital
North Dakota
$394K
PPWP
1507
Premier Path Wealth Partners
New Jersey
$393K
SBF
1508
Sara-Bay Financial
Florida
$392K
BOSSRA
1509
B.O.S.S. Retirement Advisors
Utah
$392K
UWP
1510
Uniting Wealth Partners
Kansas
$391K
WP
1511
Wealthspan Partners
Iowa
$390K
CST
1512
Charles Schwab Trust
Nevada
$390K
MA
1513
MJP Associates
Connecticut
$389K
TVAMP
1514
Tennessee Valley Asset Management Partners
Tennessee
$388K
CW
1515
Code Waechter
Florida
$387K
ASBI
1516
American State Bank (Iowa)
Iowa
$387K
BFC
1517
Bedel Financial Consulting
Indiana
$387K
WCFA
1518
Walkner Condon Financial Advisors
Wisconsin
$386K
HDIM
1519
Hanson & Doremus Investment Management
Vermont
$386K
AFA
1520
American Financial Advisors
Georgia
$385K
OIS
1521
OneAscent Investment Solutions
Alabama
$384K
UCB
1522
United Community Bank
South Carolina
$383K
NHT
1523
New Hampshire Trust
New Hampshire
$381K
MCM
1524
Monument Capital Management
Virginia
$381K
FA
1525
Fagan Associates
New York
$380K