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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
PWAM
1551
Private Wealth Asset Management
Iowa
$360K +$23.5K +252 +7%
PRP
1552
Peak Retirement Planning
Ohio
$359K +$74.1K +794 +26%
KWMG
1553
King Wealth Management Group
Florida
$359K
MCWA
1554
Meadow Creek Wealth Advisors
Georgia
$358K +$13.5K +145 +4%
WCAMG
1555
Woodard & Company Asset Management Group
North Carolina
$357K +$9.34K +100 +3%
AFA
1556
AA Financial Advisors
Ohio
$356K -$1.77K -19 -0.5%
OBGC
1557
O'Brien Greene & Co
Pennsylvania
$355K -$6.63K -71 -2%
SHFP
1558
Second Half Financial Partners
Florida
$355K -$1.12K -12 -0.3%
TIM
1559
Thompson Investment Management
Wisconsin
$355K -$35.7K -382 -9%
LAS
1560
Lloyd Advisory Services
Georgia
$354K +$39.8K +426 +13%
BLAM
1561
Bourne Lent Asset Management
New York
$354K -$18.7K -200 -5%
DWA
1562
Douglass Winthrop Advisors
New York
$353K +$93 +1 +0%
BFG
1563
Birch Financial Group
New Hampshire
$351K +$42.7K +457 +14%
EIP
1564
Ellis Investment Partners
Pennsylvania
$350K -$3.92K -42 -1%
MIM
1565
Moseley Investment Management
Florida
$349K -$84.9K -909 -20%
BLC
1566
Brown, Lisle/Cummings
Rhode Island
$348K +$467 +5 +0.1%
RIS
1567
Retirement Income Solutions
Michigan
$348K
IAS
1568
Insigneo Advisory Services
Florida
$347K -$93 -1 -0%
LA
1569
Latitude Advisors
Florida
$346K +$2.89K +31 +0.9%
O3W
1570
Omni 360 Wealth
New Jersey
$344K
NAMNJ
1571
NorthStar Asset Management (New Jersey)
New Jersey
$343K +$75.3K +807 +29%
KAM
1572
KEB Asset Management
Illinois
$341K +$336K +3,603 New
IA
1573
IFC Advisors
California
$341K
CH
1574
Cromwell Holdings
Wyoming
$340K
MS
1575
Madden Securities
Texas
$339K -$7.75K -83 -2%