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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
CWM
1526
Cabot Wealth Management
Massachusetts
$380K
PWM
1527
Palumbo Wealth Management
New York
$379K
HA
1528
HC Advisors
Georgia
$378K
BWM
1529
Baron Wealth Management
Michigan
$377K
HA
1530
Huntleigh Advisors
Missouri
$377K
FA
1531
Financial Advisors
Massachusetts
$377K
TC
1532
Trilogy Capital
California
$375K
PB
1533
Pinnacle Bancorp
Nebraska
$375K
SAM
1534
Shell Asset Management
Netherlands
$375K
DOA
1535
D'Orazio & Associates
Virginia
$374K
MJRIC
1536
Mogy Joel R Investment Counsel
California
$373K
LOPW
1537
Live Oak Private Wealth
North Carolina
$372K
ST
1538
Spinnaker Trust
Maine
$372K
RBWA
1539
RFG - Bristol Wealth Advisors
Massachusetts
$371K
AFM
1540
Armstrong Fleming & Moore
District of Columbia
$368K
LCM
1541
LCM Capital Management
Illinois
$367K
PFWA
1542
Paces Ferry Wealth Advisors
Georgia
$367K
NCM
1543
Narwhal Capital Management
Georgia
$366K
IFWM
1544
Institute for Wealth Management
Colorado
$365K
BAM
1545
Byrne Asset Management
New Jersey
$365K
CFP
1546
Catalyst Financial Partners
Massachusetts
$365K
MIC
1547
Meridian Investment Counsel
California
$360K
CM
1548
Cornerstone Management
Georgia
$360K
EA
1549
Enclave Advisors
Texas
$360K
PWAM
1550
Private Wealth Asset Management
Iowa
$360K