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
OL
1751
Optas LLC
Texas
$267K +$18K +193 +7%
EF
1752
Elite Financial
Idaho
$266K -$78.8K -844 -22%
TCBWMS
1753
Texas Capital Bank Wealth Management Services
Texas
$266K +$22.2K +238 +9%
SFS
1754
Searcy Financial Services
Kansas
$265K
EAM
1755
Evanson Asset Management
California
$263K
WJWM
1756
Williams Jones Wealth Management
New York
$263K
GL
1757
Gerber LLC
Ohio
$263K -$19.8K -212 -7%
FG
1758
Foster Group
Iowa
$263K +$15.9K +170 +7%
PHIC
1759
Pine Haven Investment Counsel
Massachusetts
$263K
GIA
1760
Gateway Investment Advisers
Ohio
$262K +$10.2K +109 +4%
BAM
1761
Boyar Asset Management
New York
$262K
CCC
1762
Chelsea Counsel Company
California
$262K -$8.49K -91 -3%
LCM
1763
Liberty Capital Management
Michigan
$261K
NB
1764
Northwest Bancshares
Pennsylvania
$261K
RA
1765
Rodgers & Associates
Pennsylvania
$261K +$2.05K +22 +0.8%
PAS
1766
PKS Advisory Services
New York
$260K +$38.4K +411 +18%
BS
1767
Brighton Securities
New York
$259K -$168K -1,800 -40%
AW
1768
Alteri Wealth
California
$258K +$6.25K +67 +3%
PBC
1769
Pavion Blue Capital
California
$257K
FCA
1770
Fortis Capital Advisors
Kansas
$257K +$253K +2,712 New
VMMC
1771
V.M. Manning & Co
South Carolina
$257K
MYIA
1772
Mount Yale Investment Advisors
Colorado
$256K +$195K +2,092 +342%
CA
1773
Callahan Advisors
Texas
$256K
CCM
1774
Crew Capital Management
Ohio
$256K
VIP
1775
Vista Investment Partners
Oklahoma
$256K