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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
HIW
1651
Holos Integrated Wealth
Pennsylvania
$304K
WI
1652
Wedgewood Investors
Pennsylvania
$303K
PCA
1653
Private Capital Advisors
Connecticut
$303K
BWM
1654
Biltmore Wealth Management
Arizona
$303K
ZF
1655
Zhang Financial
Michigan
$303K
PCA
1656
Prosperity Capital Advisors
Ohio
$302K
SCP
1657
Sivia Capital Partners
California
$302K
EWS
1658
Eagle Wealth Strategies
New Jersey
$300K
RIG
1659
RiverFront Investment Group
Virginia
$299K
CIA
1660
Choate Investment Advisors
Massachusetts
$299K
CWM
1661
Compass Wealth Management
Connecticut
$299K
PFS
1662
Prospect Financial Services
New York
$298K
ACM
1663
Aurdan Capital Management
Pennsylvania
$297K
CT
1664
Coastline Trust
Rhode Island
$297K
PFBT
1665
Parkside Financial Bank & Trust
Missouri
$297K
IA
1666
Insight Advisors
Pennsylvania
$297K
CSPIA
1667
Cary Street Partners Investment Advisory
Virginia
$297K
AIM
1668
Acropolis Investment Management
Missouri
$297K
ZIG
1669
Zullo Investment Group
Pennsylvania
$296K
ANTB
1670
AMG National Trust Bank
Colorado
$295K
FPGK
1671
Financial Partners Group (Kansas)
Kansas
$295K
BFA
1672
Brendel Financial Advisors
New Hampshire
$294K
PJWM
1673
Philip James Wealth Mangement
Georgia
$293K
FF
1674
Francis Financial
$293K
FFB
1675
First Financial Bankshares
Texas
$293K