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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
CWMK
1701
Caliber Wealth Management (Kansas)
Kansas
$283K
GHAM
1702
Gilman Hill Asset Management
Connecticut
$283K
BC
1703
Barnett & Company
Tennessee
$283K
OL
1704
OneFund LLC
Florida
$283K
PGAM
1705
Princeton Global Asset Management
New Jersey
$282K
RMDI
1706
R.M. Davis Inc
Maine
$282K
UWM
1707
USAdvisors Wealth Management
Minnesota
$282K
CPA
1708
Capital Planning Advisors
California
$282K
LCM
1709
Lazari Capital Management
California
$281K
LA
1710
LexAurum Advisors
Kansas
$280K
DWAM
1711
Duncan Williams Asset Management
Tennessee
$280K
NSAM
1712
North Star Asset Management
Wisconsin
$280K
JCM
1713
Jacobsen Capital Management
Utah
$280K
BB
1714
Berkshire Bank
Massachusetts
$278K
HIC
1715
Harvey Investment Company
Kentucky
$277K
LGG
1716
Luts & Greenleigh Group
Maryland
$277K
DIP
1717
Davis Investment Partners
North Carolina
$277K
WAM
1718
Worth Asset Management
Texas
$277K
DA
1719
Dover Advisors
Virginia
$276K
MCI
1720
MRP Capital Investments
Georgia
$275K
AIC
1721
Argus Investors Counsel
New York
$275K
RW
1722
Ridgeline Wealth
Arizona
$275K
FWM
1723
FSA Wealth Management
Massachusetts
$275K
WAM
1724
WealthTrust Asset Management
Florida
$275K
IAG
1725
Ipsen Advisor Group
Arkansas
$274K