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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
SFS
1776
Strategic Financial Services
New York
$255K
SIC
1777
Samalin Investment Counsel
New York
$255K
SPA
1778
Sherbrooke Park Advisers
New York
$255K
LWCFA
1779
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K
PWC
1780
PYA Waltman Capital
Tennessee
$254K
WA
1781
Waterford Advisors
New York
$253K
KWM
1782
KW Wealth Management
California
$253K
UIM
1783
Unified Investment Management
Georgia
$252K
CG
1784
CFO4Life Group
Texas
$251K
ZAM
1785
Zevin Asset Management
Massachusetts
$251K
MWP
1786
Meriwether Wealth & Planning
Louisiana
$249K
ACM
1787
Advance Capital Management
Michigan
$249K
NRW
1788
Nova R Wealth
Kansas
$248K
WTC
1789
WhitTier Trust Company
Nevada
$248K
LTI
1790
Laffer Tengler Investments
Tennessee
$247K
MFA
1791
Mayflower Financial Advisors
Massachusetts
$247K
FWM
1792
Finer Wealth Management
Massachusetts
$247K
BFA
1793
Buttonwood Financial Advisors
Maryland
$246K
CCM
1794
Chickasaw Capital Management
Tennessee
$246K
GFP
1795
Gryphon Financial Partners
Ohio
$245K
WP
1796
WealthShield Partners
North Carolina
$245K
ALC
1797
Alexander Labrunerie & Co
Missouri
$245K
SL
1798
Salomon & Ludwin
Virginia
$245K
CFCI
1799
Comprehensive Financial Consultants Institutional
Indiana
$245K
TIA
1800
Tiemann Investment Advisors
California
$245K