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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
BWP
1776
Barlow Wealth Partners
Kentucky
$255K
SFS
1777
Strategic Financial Services
New York
$255K +$467 +5 +0.2%
SIC
1778
Samalin Investment Counsel
New York
$255K +$10.4K +111 +4%
SPA
1779
Sherbrooke Park Advisers
New York
$255K +$20.4K +219 +9%
LWCFA
1780
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K
PWC
1781
PYA Waltman Capital
Tennessee
$254K
WA
1782
Waterford Advisors
New York
$253K -$32.6M -349,032 -99%
KWM
1783
KW Wealth Management
California
$253K +$249K +2,664 New
UIM
1784
Unified Investment Management
Georgia
$252K +$93 +1 +0%
CG
1785
CFO4Life Group
Texas
$251K +$9.52K +102 +4%
ZAM
1786
Zevin Asset Management
Massachusetts
$251K
MWP
1787
Meriwether Wealth & Planning
Louisiana
$249K +$7.93K +85 +3%
ACM
1788
Advance Capital Management
Michigan
$249K +$34.4K +368 +16%
NRW
1789
Nova R Wealth
Kansas
$248K +$187 +2 +0.1%
WTC
1790
WhitTier Trust Company
Nevada
$248K -$840 -9 -0.3%
LTI
1791
Laffer Tengler Investments
Tennessee
$247K +$747 +8 +0.3%
MFA
1792
Mayflower Financial Advisors
Massachusetts
$247K +$4.29K +46 +2%
FWM
1793
Finer Wealth Management
Massachusetts
$247K -$2.8K -30 -1%
BFA
1794
Buttonwood Financial Advisors
Maryland
$246K
CCM
1795
Chickasaw Capital Management
Tennessee
$246K
GFP
1796
Gryphon Financial Partners
Ohio
$245K -$34K -364 -12%
WP
1797
WealthShield Partners
North Carolina
$245K -$93 -1 -0%
ALC
1798
Alexander Labrunerie & Co
Missouri
$245K -$3.55K -38 -1%
SL
1799
Salomon & Ludwin
Virginia
$245K +$48K +514 +25%
CFCI
1800
Comprehensive Financial Consultants Institutional
Indiana
$245K -$30.6K -328 -11%