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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
FA
1526
Fagan Associates
New York
$380K
CWM
1527
Cabot Wealth Management
Massachusetts
$380K
PWM
1528
Palumbo Wealth Management
New York
$379K +$23K +246 +6%
HA
1529
HC Advisors
Georgia
$378K
BWM
1530
Baron Wealth Management
Michigan
$377K +$75.5K +809 +25%
HA
1531
Huntleigh Advisors
Missouri
$377K +$653 +7 +0.2%
FA
1532
Financial Advisors
Massachusetts
$377K +$2.99K +32 +0.8%
TC
1533
Trilogy Capital
California
$375K -$8.59K -92 -2%
PB
1534
Pinnacle Bancorp
Nebraska
$375K +$17.5K +187 +5%
SAM
1535
Shell Asset Management
Netherlands
$375K -$262K -2,807 -41%
DOA
1536
D'Orazio & Associates
Virginia
$374K +$8.12K +87 +2%
MJRIC
1537
Mogy Joel R Investment Counsel
California
$373K
LOPW
1538
Live Oak Private Wealth
North Carolina
$372K
ST
1539
Spinnaker Trust
Maine
$372K
RBWA
1540
RFG - Bristol Wealth Advisors
Massachusetts
$371K -$51.7K -554 -12%
AFM
1541
Armstrong Fleming & Moore
District of Columbia
$368K
LCM
1542
LCM Capital Management
Illinois
$367K
PFWA
1543
Paces Ferry Wealth Advisors
Georgia
$367K -$467 -5 -0.1%
NCM
1544
Narwhal Capital Management
Georgia
$366K
IFWM
1545
Institute for Wealth Management
Colorado
$365K +$93 +1 +0%
BAM
1546
Byrne Asset Management
New Jersey
$365K -$371K -3,975 Closed
CFP
1547
Catalyst Financial Partners
Massachusetts
$365K +$9.9K +106 +3%
MIC
1548
Meridian Investment Counsel
California
$360K
CM
1549
Cornerstone Management
Georgia
$360K +$93 +1 +0%
EA
1550
Enclave Advisors
Texas
$360K -$1.12K -12 -0.3%