We are live on ! Find out more
SO icon

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
KCM
1701
KRS Capital Management
Michigan
$283K +$2.15K +23 +0.8%
CWMK
1702
Caliber Wealth Management (Kansas)
Kansas
$283K -$154K -1,654 -36%
GHAM
1703
Gilman Hill Asset Management
Connecticut
$283K -$16.3K -175 -6%
BC
1704
Barnett & Company
Tennessee
$283K -$7K -75 -2%
OL
1705
OneFund LLC
Florida
$283K +$10.2K +109 +4%
PGAM
1706
Princeton Global Asset Management
New Jersey
$282K -$1.49K -16 -0.5%
RMDI
1707
R.M. Davis Inc
Maine
$282K -$373 -4 -0.1%
UWM
1708
USAdvisors Wealth Management
Minnesota
$282K -$280 -3 -0.1%
CPA
1709
Capital Planning Advisors
California
$282K -$13K -139 -4%
LCM
1710
Lazari Capital Management
California
$281K +$560 +6 +0.2%
LA
1711
LexAurum Advisors
Kansas
$280K +$65.6K +703 +31%
DWAM
1712
Duncan Williams Asset Management
Tennessee
$280K +$1.96K +21 +0.7%
NSAM
1713
North Star Asset Management
Wisconsin
$280K
JCM
1714
Jacobsen Capital Management
Utah
$280K +$3.36K +36 +1%
BB
1715
Berkshire Bank
Massachusetts
$278K +$1.77K +19 +0.7%
HIC
1716
Harvey Investment Company
Kentucky
$277K
LGG
1717
Luts & Greenleigh Group
Maryland
$277K -$5.32K -57 -2%
DIP
1718
Davis Investment Partners
North Carolina
$277K -$21.8K -234 -7%
WAM
1719
Worth Asset Management
Texas
$277K -$28.9K -310 -10%
DA
1720
Dover Advisors
Virginia
$276K
MCI
1721
MRP Capital Investments
Georgia
$275K
AIC
1722
Argus Investors Counsel
New York
$275K +$6.72K +72 +3%
RW
1723
Ridgeline Wealth
Arizona
$275K +$271K +2,902 New
FWM
1724
FSA Wealth Management
Massachusetts
$275K
WAM
1725
WealthTrust Asset Management
Florida
$275K +$280 +3 +0.1%