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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
LBC
1651
Leigh Baldwin & Co
New York
$304K +$1.12K +12 +0.4%
HIW
1652
Holos Integrated Wealth
Pennsylvania
$304K
WI
1653
Wedgewood Investors
Pennsylvania
$303K -$23.3K -250 -7%
PCA
1654
Private Capital Advisors
Connecticut
$303K
BWM
1655
Biltmore Wealth Management
Arizona
$303K +$187 +2 +0.1%
ZF
1656
Zhang Financial
Michigan
$303K -$187 -2 -0.1%
PCA
1657
Prosperity Capital Advisors
Ohio
$302K +$82.7K +886 +39%
SCP
1658
Sivia Capital Partners
California
$302K -$1.21K -13 -0.4%
EWS
1659
Eagle Wealth Strategies
New Jersey
$300K +$1.12K +12 +0.4%
RIG
1660
RiverFront Investment Group
Virginia
$299K +$294K +3,153 New
CIA
1661
Choate Investment Advisors
Massachusetts
$299K +$8.49K +91 +3%
CWM
1662
Compass Wealth Management
Connecticut
$299K
PFS
1663
Prospect Financial Services
New York
$298K
ACM
1664
Aurdan Capital Management
Pennsylvania
$297K
CT
1665
Coastline Trust
Rhode Island
$297K -$4.67K -50 -2%
PFBT
1666
Parkside Financial Bank & Trust
Missouri
$297K +$18.2K +195 +7%
IA
1667
Insight Advisors
Pennsylvania
$297K -$10.3K -110 -3%
CSPIA
1668
Cary Street Partners Investment Advisory
Virginia
$297K +$41.9K +449 +17%
AIM
1669
Acropolis Investment Management
Missouri
$297K +$71K +761 +31%
ZIG
1670
Zullo Investment Group
Pennsylvania
$296K -$16.9K -181 -5%
ANTB
1671
AMG National Trust Bank
Colorado
$295K
FPGK
1672
Financial Partners Group (Kansas)
Kansas
$295K
BFA
1673
Brendel Financial Advisors
New Hampshire
$294K
PJWM
1674
Philip James Wealth Mangement
Georgia
$293K -$467 -5 -0.2%
FF
1675
Francis Financial
$293K +$6.82K +73 +3%