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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
FFB
1676
First Financial Bankshares
Texas
$293K +$8.78K +94 +3%
CT
1677
Colonial Trust
South Carolina
$292K -$1.87K -20 -0.6%
OWA
1678
Octavia Wealth Advisors
Ohio
$291K +$36.5K +391 +15%
TCWM
1679
Total Clarity Wealth Management
Illinois
$290K +$22.7K +243 +9%
IWM
1680
Iams Wealth Management
Nebraska
$290K +$79.9K +856 +39%
JIC
1681
Joel Isaacson & Co
New York
$290K +$1.4K +15 +0.5%
CA
1682
Continuum Advisory
Idaho
$289K +$27K +289 +10%
KWM
1683
Kaydan Wealth Management
Michigan
$289K -$5.7K -61 -2%
CC
1684
Cultivar Capital
Texas
$289K +$23.3K +250 +9%
BFA
1685
Brown Financial Advisory
Alabama
$288K -$93.4K -1,000 -25%
SC
1686
Sapient Capital
Indiana
$288K -$3.45K -37 -1%
VWM
1687
Vermillion Wealth Management
Minnesota
$288K +$4.57K +49 +2%
NSG
1688
Nalls Sherbakoff Group
Tennessee
$288K +$2.15K +23 +0.8%
FFBTD
1689
First Financial Bank - Trust Division
Ohio
$287K +$63.7K +682 +29%
GAM
1690
Grandview Asset Management
Pennsylvania
$287K +$1.87K +20 +0.7%
BPWM
1691
BCS Private Wealth Management
New Jersey
$287K
RPC
1692
Rossmore Private Capital
Connecticut
$287K
NA
1693
Nordwand Advisors
Pennsylvania
$286K +$16K +171 +6%
HW
1694
HORAN Wealth
Ohio
$285K +$281K +3,005 New
IAMOG
1695
Investors Asset Management of Georgia
Georgia
$285K
KF
1696
KKM Financial
Illinois
$284K
BIG
1697
Brookwood Investment Group
Arizona
$284K -$11.4K -122 -4%
ACA
1698
Anchor Capital Advisors
Massachusetts
$284K
AMAL
1699
Asset Management Advisors LLC
Oklahoma
$284K
FNBTCON
1700
First National Bank & Trust Co of Newtown
Pennsylvania
$283K -$209K -2,244 -43%