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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
CT
1676
Colonial Trust
South Carolina
$292K
OWA
1677
Octavia Wealth Advisors
Ohio
$291K
TCWM
1678
Total Clarity Wealth Management
Illinois
$290K
IWM
1679
Iams Wealth Management
Nebraska
$290K
JIC
1680
Joel Isaacson & Co
New York
$290K
CA
1681
Continuum Advisory
Idaho
$289K
KWM
1682
Kaydan Wealth Management
Michigan
$289K
CC
1683
Cultivar Capital
Texas
$289K
BFA
1684
Brown Financial Advisory
Alabama
$288K
SC
1685
Sapient Capital
Indiana
$288K
VWM
1686
Vermillion Wealth Management
Minnesota
$288K
NSG
1687
Nalls Sherbakoff Group
Tennessee
$288K
FFBTD
1688
First Financial Bank - Trust Division
Ohio
$287K
GAM
1689
Grandview Asset Management
Pennsylvania
$287K
BPWM
1690
BCS Private Wealth Management
New Jersey
$287K
RPC
1691
Rossmore Private Capital
Connecticut
$287K
NA
1692
Nordwand Advisors
Pennsylvania
$286K
HW
1693
HORAN Wealth
Ohio
$285K
IAMOG
1694
Investors Asset Management of Georgia
Georgia
$285K
KF
1695
KKM Financial
Illinois
$284K
BIG
1696
Brookwood Investment Group
Arizona
$284K
AMAL
1697
Asset Management Advisors LLC
Oklahoma
$284K
ACA
1698
Anchor Capital Advisors
Massachusetts
$284K
FNBTCON
1699
First National Bank & Trust Co of Newtown
Pennsylvania
$283K
KCM
1700
KRS Capital Management
Michigan
$283K