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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
KA
1601
KLCM Advisors
Wisconsin
$325K
SAW
1602
Signal Advisors Wealth
Michigan
$325K
HIM
1603
Hanlon Investment Management
New Jersey
$325K
CMA
1604
Cedar Mountain Advisors
Oregon
$325K
AAS
1605
Ameritas Advisory Services
Nebraska
$324K
SEIA
1606
Signature Estate & Investment Advisors
California
$322K
PF
1607
Phoenix Financial
Israel
$322K
BMO
1608
Beck Mack & Oliver
New York
$322K
FIC
1609
FCG Investment Company
Tennessee
$322K
LGW
1610
Leslie Global Wealth
Illinois
$321K
MFS
1611
Madrona Financial Services
Washington
$321K
FH
1612
Financial Harvest
Florida
$320K
AP
1613
Appleton Partners
Massachusetts
$320K
DIM
1614
DLK Investment Management
California
$320K
CCT
1615
Capital City Trust
Florida
$319K
VBA
1616
von Borstel & Associates
Oregon
$318K
SCA
1617
Stonebridge Capital Advisors
Minnesota
$318K
PIMG
1618
Patriot Investment Management Group
Tennessee
$317K
DDC
1619
DF Dent & Co
Maryland
$317K
EFG
1620
Everhart Financial Group
Ohio
$317K
FCM
1621
Fieldview Capital Management
Michigan
$316K
FAG
1622
Fortitude Advisory Group
Washington
$315K
SIS
1623
Sound Income Strategies
Florida
$315K
MCFP
1624
Mallini Complete Financial Planning
Florida
$314K
BTWM
1625
Brass Tax Wealth Management
Ohio
$314K