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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
EF
1751
Elite Financial
Idaho
$266K
TCBWMS
1752
Texas Capital Bank Wealth Management Services
Texas
$266K
SFS
1753
Searcy Financial Services
Kansas
$265K
EAM
1754
Evanson Asset Management
California
$263K
WJWM
1755
Williams Jones Wealth Management
New York
$263K
GL
1756
Gerber LLC
Ohio
$263K
FG
1757
Foster Group
Iowa
$263K
PHIC
1758
Pine Haven Investment Counsel
Massachusetts
$263K
GIA
1759
Gateway Investment Advisers
Ohio
$262K
BAM
1760
Boyar Asset Management
New York
$262K
CCC
1761
Chelsea Counsel Company
California
$262K
LCM
1762
Liberty Capital Management
Michigan
$261K
NB
1763
Northwest Bancshares
Pennsylvania
$261K
RA
1764
Rodgers & Associates
Pennsylvania
$261K
PAS
1765
PKS Advisory Services
New York
$260K
BS
1766
Brighton Securities
New York
$259K
AW
1767
Alteri Wealth
California
$258K
PBC
1768
Pavion Blue Capital
California
$257K
FCA
1769
Fortis Capital Advisors
Kansas
$257K
VMMC
1770
V.M. Manning & Co
South Carolina
$257K
MYIA
1771
Mount Yale Investment Advisors
Colorado
$256K
CA
1772
Callahan Advisors
Texas
$256K
CCM
1773
Crew Capital Management
Ohio
$256K
VIP
1774
Vista Investment Partners
Oklahoma
$256K
BWP
1775
Barlow Wealth Partners
Kentucky
$255K