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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
AOWM
1626
Alpha Omega Wealth Management
Virginia
$313K
QPWM
1627
Quadrant Private Wealth Management
Pennsylvania
$313K
SFB
1628
STAR Financial Bank
Indiana
$313K
MNBTD
1629
Moody National Bank Trust Division
Texas
$313K
MHC
1630
May Hill Capital
Massachusetts
$312K
SWP
1631
Summit Wealth Partners
Florida
$312K
WIM
1632
Westside Investment Management
California
$311K
PWM
1633
PBMares Wealth Management
Virginia
$311K
MWM
1634
MBE Wealth Management
Wisconsin
$311K
AGC
1635
Aspen Grove Capital
Colorado
$311K
PPH
1636
Pure Portfolios Holdings
Oregon
$311K
MAFA
1637
MJT & Associates Financial Advisory
Minnesota
$310K
TPBG
1638
Turning Point Benefit Group
Maryland
$310K
AA
1639
Acorns Advisers
California
$310K
SW
1640
SkyOak Wealth
Michigan
$309K
PFW
1641
Petros Family Wealth
Minnesota
$309K
IAA
1642
Ironsides Asset Advisors
North Carolina
$309K
SN
1643
Sittner & Nelson
Oregon
$309K
GWM
1644
Gibbs Wealth Management
Georgia
$309K
FIG
1645
FSA Investment Group
Florida
$308K
NRS
1646
Neville Rodie & Shaw
New York
$307K
IA
1647
Intellus Advisors
Florida
$306K
LAM
1648
LOM Asset Management
$305K
GPW
1649
Genesis Private Wealth
Virginia
$305K
LBC
1650
Leigh Baldwin & Co
New York
$304K