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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
FNBOH
1601
First National Bank of Hutchinson
Kansas
$325K +$321K +3,434 New
KA
1602
KLCM Advisors
Wisconsin
$325K +$52.8K +566 +20%
SAW
1603
Signal Advisors Wealth
Michigan
$325K -$426K -4,564 -57%
HIM
1604
Hanlon Investment Management
New Jersey
$325K +$74.6K +799 +30%
CMA
1605
Cedar Mountain Advisors
Oregon
$325K +$7.84K +84 +3%
AAS
1606
Ameritas Advisory Services
Nebraska
$324K -$1.5M -16,116 -82%
SEIA
1607
Signature Estate & Investment Advisors
California
$322K -$42.1K -451 -12%
PF
1608
Phoenix Financial
Israel
$322K
BMO
1609
Beck Mack & Oliver
New York
$322K +$42K +450 +15%
FIC
1610
FCG Investment Company
Tennessee
$322K +$9.43K +101 +3%
LGW
1611
Leslie Global Wealth
Illinois
$321K +$373 +4 +0.1%
MFS
1612
Madrona Financial Services
Washington
$321K +$3.36K +36 +1%
FH
1613
Financial Harvest
Florida
$320K +$1.68K +18 +0.5%
AP
1614
Appleton Partners
Massachusetts
$320K -$4.48K -48 -1%
DIM
1615
DLK Investment Management
California
$320K +$315K +3,375 New
CCT
1616
Capital City Trust
Florida
$319K -$42.8K -458 -12%
VBA
1617
von Borstel & Associates
Oregon
$318K +$328K +3,509 New
SCA
1618
Stonebridge Capital Advisors
Minnesota
$318K -$20.7K -222 -6%
PIMG
1619
Patriot Investment Management Group
Tennessee
$317K -$5.51K -59 -2%
DDC
1620
DF Dent & Co
Maryland
$317K
EFG
1621
Everhart Financial Group
Ohio
$317K +$312K +3,340 New
FCM
1622
Fieldview Capital Management
Michigan
$316K +$311K +3,336 New
FAG
1623
Fortitude Advisory Group
Washington
$315K -$5.23K -56 -2%
SIS
1624
Sound Income Strategies
Florida
$315K -$732K -7,846 -71%
MCFP
1625
Mallini Complete Financial Planning
Florida
$314K