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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
TIA
1801
Tiemann Investment Advisors
California
$245K
DIM
1802
Delta Investment Management
California
$245K +$93 +1 +0%
First Manhattan
1803
First Manhattan
New York
$244K -$93 -1 -0%
TW
1804
Traveka Wealth
California
$244K +$7.93K +85 +3%
LAM
1805
Longboard Asset Management
Arizona
$244K
HR
1806
Hardy Reed
Mississippi
$242K +$25.8K +276 +12%
LI
1807
LMCG Investments
Massachusetts
$242K
LSIA
1808
LaSalle St. Investment Advisors
Illinois
$241K -$23.2K -248 -9%
LAM
1809
Lewis Asset Management
California
$241K +$237K +2,542 New
PSCM
1810
Per Stirling Capital Management
Texas
$241K +$1.96K +21 +0.8%
RWP
1811
Revolve Wealth Partners
New Jersey
$241K +$9.34K +100 +4%
SCM
1812
Saxony Capital Management
Missouri
$240K -$8.96K -96 -4%
SQA
1813
Simon Quick Advisors
New Jersey
$240K -$2.89K -31 -1%
BPWM
1814
Badgley Phelps Wealth Managers
Washington
$240K -$4.95K -53 -2%
WTFG
1815
Wood Tarver Financial Group
Idaho
$239K -$7.84K -84 -3%
WWM
1816
Whalen Wealth Management
Nevada
$237K +$1.87K +20 +0.8%
KNFPWM
1817
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$237K +$280 +3 +0.1%
CRI
1818
Colonial River Investments
Virginia
$237K -$4.57K -49 -2%
BWM
1819
BankPlus Wealth Management
Mississippi
$237K -$3.92K -42 -2%
EC
1820
Enhancing Capital
Pennsylvania
$237K
Fayez Sarofim & Co
1821
Fayez Sarofim & Co
Texas
$237K
GWCM
1822
Godshalk Welsh Capital Management
Pennsylvania
$237K
AWM
1823
Avior Wealth Management
Nebraska
$236K +$233K +2,495 New
FFG
1824
Floyd Financial Group
Missouri
$236K -$14.6K -156 -6%
VWA
1825
VSM Wealth Advisory
Maryland
$236K -$10.2K -109 -4%