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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
CGL
1576
Clarius Group LLC
Washington
$339K -$219K -2,341 -40%
SS
1577
Sunbelt Securities
Texas
$338K -$193K -2,063 -37%
FCFC
1578
First Citizens Financial Corp
Iowa
$337K
FCA
1579
FLC Capital Advisors
California
$336K
PCG
1580
PFC Capital Group
California
$336K +$37.3K +400 +13%
WMN
1581
Wealth Management Nebraska
Nebraska
$336K +$1.21K +13 +0.4%
MFG
1582
MidWestOne Financial Group
Iowa
$335K -$7K -75 -2%
SRC
1583
Shufro Rose & Co
New York
$334K
SAM
1584
Satovsky Asset Management
New York
$332K +$2.61K +28 +0.8%
SLT
1585
St Louis Trust
Missouri
$332K
MFC
1586
Morris Financial Concepts
South Carolina
$331K +$1.03K +11 +0.3%
VCM
1587
Virtue Capital Management
Tennessee
$331K +$813K +8,707 +212%
NRC
1588
New Republic Capital
North Carolina
$331K -$17.8K -191 -5%
WF
1589
Wayfinding Financial
Washington
$331K +$2.15K +23 +0.7%
MWM
1590
Magnolia Wealth Management
Alabama
$331K +$14K +150 +4%
IWM
1591
Integris Wealth Management
California
$331K
PTP
1592
Platform Technology Partners
New York
$330K -$16.3K -175 -5%
WIM
1593
Warwick Investment Management
Texas
$330K +$17.1K +183 +6%
OAM
1594
Oppenheimer Asset Management
New York
$329K -$98.6K -1,056 -23%
CWMS
1595
Cannon Wealth Management Services
North Carolina
$329K +$56.2K +602 +21%
WPC
1596
White Pine Capital
Minnesota
$328K +$323K +3,464 New
PWM
1597
Power Wealth Management
Georgia
$328K +$1.59K +17 +0.5%
FWCM
1598
Ferguson Wellman Capital Management
Oregon
$327K +$85.2K +913 +36%
WCM
1599
WealthBridge Capital Management
Ohio
$326K -$1.59K -17 -0.5%
PA
1600
PFG Advisors
Arizona
$326K +$83.2K +891 +35%