SO icon

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
RRWA
1726
Rainey & Randall Wealth Advisors
Florida
$274K
LWA
1727
Ledgewood Wealth Advisors
New Hampshire
$274K
SIM
1728
Sentry Investment Management
Wisconsin
$274K
CAM
1729
Councilmark Asset Management
Tennessee
$273K
CFS
1730
CRA Financial Services
New Jersey
$273K
NEWAS
1731
N.E.W. Advisory Services
Wisconsin
$273K
HPIA
1732
Hamilton Point Investment Advisors
North Carolina
$273K
FWM
1733
Forefront Wealth Management
Pennsylvania
$273K
FFC
1734
Frederick Financial Consultants
Maryland
$273K
SCA
1735
Strathmore Capital Advisors
North Carolina
$272K
GDP
1736
Great Diamond Partners
Maine
$271K
GWM
1737
Glass Wealth Management
Texas
$271K
4WM
1738
44 Wealth Management
Oregon
$270K
IIC
1739
Ironwood Investment Counsel
Arizona
$270K
SC
1740
Sepio Capital
Utah
$270K
KFGG
1741
Keystone Financial Group (Georgia)
Georgia
$270K
KCM
1742
Kathmere Capital Management
Pennsylvania
$270K
IAS
1743
Investment Advisory Services
Texas
$269K
ACM
1744
Ardent Capital Management
Ohio
$269K
BFA
1745
Beacon Financial Advisory
Ohio
$269K
HCG
1746
Haven Capital Group
California
$268K
SA
1747
Strategic Advisors
New York
$268K
OP
1748
ORG Partners
Indiana
$268K
CC
1749
Corsicana & Co
Texas
$267K
OL
1750
Optas LLC
Texas
$267K