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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
SS
1576
Sunbelt Securities
Texas
$338K
FCFC
1577
First Citizens Financial Corp
Iowa
$337K
FCA
1578
FLC Capital Advisors
California
$336K
PCG
1579
PFC Capital Group
California
$336K
WMN
1580
Wealth Management Nebraska
Nebraska
$336K
MFG
1581
MidWestOne Financial Group
Iowa
$335K
SRC
1582
Shufro Rose & Co
New York
$334K
SAM
1583
Satovsky Asset Management
New York
$332K
SLT
1584
St Louis Trust
Missouri
$332K
MFC
1585
Morris Financial Concepts
South Carolina
$331K
VCM
1586
Virtue Capital Management
Tennessee
$331K
NRC
1587
New Republic Capital
North Carolina
$331K
WF
1588
Wayfinding Financial
Washington
$331K
MWM
1589
Magnolia Wealth Management
Alabama
$331K
IWM
1590
Integris Wealth Management
California
$331K
PTP
1591
Platform Technology Partners
New York
$330K
WIM
1592
Warwick Investment Management
Texas
$330K
OAM
1593
Oppenheimer Asset Management
New York
$329K
CWMS
1594
Cannon Wealth Management Services
North Carolina
$329K
WPC
1595
White Pine Capital
Minnesota
$328K
PWM
1596
Power Wealth Management
Georgia
$328K
FWCM
1597
Ferguson Wellman Capital Management
Oregon
$327K
WCM
1598
WealthBridge Capital Management
Ohio
$326K
PA
1599
PFG Advisors
Arizona
$326K
FNBOH
1600
First National Bank of Hutchinson
Kansas
$325K