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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
PRP
1551
Peak Retirement Planning
Ohio
$359K
KWMG
1552
King Wealth Management Group
Florida
$359K
MCWA
1553
Meadow Creek Wealth Advisors
Georgia
$358K
WCAMG
1554
Woodard & Company Asset Management Group
North Carolina
$357K
AFA
1555
AA Financial Advisors
Ohio
$356K
OBGC
1556
O'Brien Greene & Co
Pennsylvania
$355K
SHFP
1557
Second Half Financial Partners
Florida
$355K
TIM
1558
Thompson Investment Management
Wisconsin
$355K
LAS
1559
Lloyd Advisory Services
Georgia
$354K
BLAM
1560
Bourne Lent Asset Management
New York
$354K
DWA
1561
Douglass Winthrop Advisors
New York
$353K
BFG
1562
Birch Financial Group
New Hampshire
$351K
EIP
1563
Ellis Investment Partners
Pennsylvania
$350K
MIM
1564
Moseley Investment Management
Florida
$349K
BLC
1565
Brown, Lisle/Cummings
Rhode Island
$348K
RIS
1566
Retirement Income Solutions
Michigan
$348K
IAS
1567
Insigneo Advisory Services
Florida
$347K
LA
1568
Latitude Advisors
Florida
$346K
O3W
1569
Omni 360 Wealth
New Jersey
$344K
NAMNJ
1570
NorthStar Asset Management (New Jersey)
New Jersey
$343K
KAM
1571
KEB Asset Management
Illinois
$341K
IA
1572
IFC Advisors
California
$341K
CH
1573
Cromwell Holdings
Wyoming
$340K
MS
1574
Madden Securities
Texas
$339K
CGL
1575
Clarius Group LLC
Washington
$339K