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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
IAG
1726
Ipsen Advisor Group
Arkansas
$274K +$747 +8 +0.3%
RRWA
1727
Rainey & Randall Wealth Advisors
Florida
$274K -$67.2K -720 -20%
LWA
1728
Ledgewood Wealth Advisors
New Hampshire
$274K
SIM
1729
Sentry Investment Management
Wisconsin
$274K -$64K -686 -19%
CAM
1730
Councilmark Asset Management
Tennessee
$273K
CFS
1731
CRA Financial Services
New Jersey
$273K +$8.03K +86 +3%
NEWAS
1732
N.E.W. Advisory Services
Wisconsin
$273K +$187 +2 +0.1%
HPIA
1733
Hamilton Point Investment Advisors
North Carolina
$273K +$93 +1 +0%
FWM
1734
Forefront Wealth Management
Pennsylvania
$273K +$280 +3 +0.1%
FFC
1735
Frederick Financial Consultants
Maryland
$273K +$8.68K +93 +3%
SCA
1736
Strathmore Capital Advisors
North Carolina
$272K -$35.7K -382 -12%
GDP
1737
Great Diamond Partners
Maine
$271K -$1.12K -12 -0.4%
GWM
1738
Glass Wealth Management
Texas
$271K -$7.47K -80 -3%
4WM
1739
44 Wealth Management
Oregon
$270K -$2.43K -26 -0.9%
IIC
1740
Ironwood Investment Counsel
Arizona
$270K -$5.97K -64 -2%
SC
1741
Sepio Capital
Utah
$270K +$266K +2,848 New
KFGG
1742
Keystone Financial Group (Georgia)
Georgia
$270K +$26K +279 +11%
KCM
1743
Kathmere Capital Management
Pennsylvania
$270K +$24.9K +267 +10%
IAS
1744
Investment Advisory Services
Texas
$269K -$62.9K -674 -19%
ACM
1745
Ardent Capital Management
Ohio
$269K
BFA
1746
Beacon Financial Advisory
Ohio
$269K
HCG
1747
Haven Capital Group
California
$268K
SA
1748
Strategic Advisors
New York
$268K +$187 +2 +0.1%
OP
1749
ORG Partners
Indiana
$268K +$18.1K +194 +7%
CC
1750
Corsicana & Co
Texas
$267K +$263K +2,820 New